Sinai Health System Union Retirement Plan
Sponsored by Sinai Health System · EIN 363166895 · Plan #003
- Total assets
- $859K
- Net assets
- $859K
- Active participants
- 268
- With balances
- 664
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metlife Life Insurance Company | Recordkeeping fees | $16,332 |
| Ubs Financial Services Inc | Investment advisory (plan) | $955 |