Umh Management Services Corp.403(b)
UNITED METHODIST HOMES 403 B PLAN · BINGHAMTON, NY · plan year 2023
Umh Management Services Corp. reported $121,577 in plan administrative expenses for 2023: 0.48% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.41% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,143rd-largest of 5,648 plans among New York employers on file, and the 3,070th of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 161486032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.