Overview

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Plan Description

Kaleida Health Savings/Investment 403(b) Plan is a defined contribution plan. Kaleida Health Savings/Investment 403(b) Plan currently has over 10,500 active participants and over $370.1M in plan assets.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 726 Exchange Street, Ste 220
  • Location
    Buffalo , NY
  • 14210-1462
  • Industry
    Health Care and Social Assistance
  • Administrator
    Susan Vallance
  • Sponsor
    Mary Lou Klee
  • Net Plan Assets
    $370,000,000
  • Total Participants
    11,000
  • Avg Account Balance
    $55,000

Top Industry Articles

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Lincoln Financial
Administration
Lincoln Financial
Consultant
Lincoln Financial
Auditor
Kpmg, LLP

Articles and Questions

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