Plan Snapshot
- Plan Sponsor: Barnesville Hospital Association INC.
- Sponsor EIN: 340719172
- Sponsor Address: 639 W MAIN ST, BARNESVILLE, OH, 437131039
- Plan Type: DB
- Plan Number: 001
- Total Participants: 51
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 51 | $4.0M | $206,798 | $0 |
| 2023 | 59 | $3.8M | $208,616 | $0 |
| 2022 | 77 | $3.8M | $126,590 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $34,293 | — | $34,293 |
| PRINCIPAL GLOBAL INVESTORS LLC | Investment Advisor | $7,988 | — | $7,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,281
- Estimated Expense Ratio: 1.069% 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 | $46,969 | $12,676 | $34,293 | — | — |
| 2023 | $40,844 | $6,448 | $34,396 | — | — |
| 2022 | $33,074 | $7,053 | $26,021 | — | — |