Plan Snapshot
- Plan Sponsor: Voya Retirement Insurance And Annuity Company
- Sponsor EIN: 710294708
- Sponsor Address: ONE ORANGE WAY, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 487
- Total Assets: $182.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 487 | $182.2M | $0 | $0 |
| 2024 | 254 | $168.7M | $1.2M | $4.8M |
| 2023 | 256 | $155.9M | $1.2M | $5.0M |
| 2022 | 299 | $138.2M | $1.2M | $4.7M |
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 |
|---|---|---|---|---|
| BENEFIT TRUST COMPANY | Other Service Provider | — | $15,991 | $15,991 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,991
- Estimated Expense Ratio: 0.009% 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 |
|---|---|---|---|---|---|
| 2025 | $15,990,181 | — | — | — | — |
| 2024 | $929 | — | — | — | — |
| 2023 | $877 | — | — | — | — |
| 2022 | $6,471 | — | — | — | — |