Plan Snapshot
- Plan Sponsor: White Plains Hospital Medical Center
- Sponsor EIN: 131740130
- Sponsor Address: 41 EAST POST ROAD, WHITE PLAINS, NY, 10601
- Plan Type: 403(b)
- Total Participants: 5,180
- Total Assets: $627.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,180 | $627.5M | $36.0M | $40.2M |
| 2023 | 4,652 | $502.3M | $31.2M | $34.1M |
| 2022 | 4,652 | $386.2M | $24.1M | $27.6M |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNTY INS. CO OF NY | NONE | $449,972 | — | $449,972 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $51,528 | — | $51,528 |
| ADMIN PARTNERS LLC | NONE | $31,975 | — | $31,975 |
| MERRILL LYNCH PIERCE FENNER & SMITH | NONE | $20,000 | — | $20,000 |
| PKF O'CONNOR DAVIES, LLP | NONE | $18,200 | — | $18,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $571,675
- Estimated Expense Ratio: 0.091% 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 | $596,701 | $37,325 | — | $18,200 | — |
| 2023 | $438,086 | $33,110 | $21,986 | $17,825 | — |
| 2022 | $391,899 | $3,070 | $229,414 | — | — |