Original filing (PDF)20251014094334NAL0003559440001

NEW YORK STATE HEALTH FOUNDATION

Name: NEW YORK STATE HEALTH FOUNDATION — NEW YORK STATE HEALTH FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: NEW YORK STATE HEALTH FOUNDATION

Form 5500-SF

FILING_RECEIVED

NEW YORK STATE HEALTH FOUNDATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK STATE HEALTH FOUNDATION.

Plan sponsor

Name

NEW YORK STATE HEALTH FOUNDATION

EIN