Plan Snapshot
- Plan Sponsor: Vassar Brothers Hospital
- Sponsor EIN: 141338586
- Sponsor Address: 100 RESERVE ROAD, DANBURY, CT, 06810
- Plan Type: DB
- Total Participants: 753
- Total Assets: $138.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 753 | $138.5M | $9.8M | $0 |
| 2023 | 766 | $125.6M | $10.7M | $0 |
| 2022 | 759 | $107.1M | $1.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | CUSTODIAN | $202,648 | — | $202,648 |
| NEPC LLC | INVESTMENT ADVISORY | $152,251 | — | $152,251 |
| SILCHESTER INTERNATIONAL INVESTORS | INVESTMENT MANAGEMENT | $38,458 | — | $38,458 |
| MARCUM LLP | ACCOUNTANT | $30,630 | — | $30,630 |
| BAKER TILLY, US LLP | Auditor | $30,630 | — | $30,630 |
| STATE STREET GLOBAL ADVISORS | CUSTODIAN | $8,408 | — | $8,408 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL CUSTODY SOLUTIONS — CUSTODIAN
- NEPC LLC — INVESTMENT ADVISORY
- BAKER TILLY, US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $463,025
- Estimated Expense Ratio: 0.334% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,746,685 | $199,117 | — | $30,630 | — |
| 2023 | $1,612,992 | $205,197 | — | $35,535 | — |
| 2022 | $1,671,528 | $383,596 | $138,194 | — | $16,195 |