Plan Snapshot
- Plan Sponsor: Blanchard Valley Health System
- Sponsor EIN: 344428206
- Sponsor Address: 1900 S. MAIN STREET, FINDLAY, OH, 458401214
- Plan Type: 403(b)
- Total Participants: 3,392
- Total Assets: $243.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,392 | $243.5M | $6.4M | $12.0M |
| 2023 | 3,252 | $214.3M | $6.1M | $11.3M |
| 2022 | 3,178 | $179.4M | $5.8M | $10.8M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $245,385 | — | $245,385 |
| HIGHLAND CONSULTING ASSOCIATES | Other Service Provider | $100,976 | — | $100,976 |
| FORVIS, LLP | Auditor | $17,351 | — | $17,351 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $363,712
- Estimated Expense Ratio: 0.149% 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 | $363,830 | $100,976 | $245,503 | $17,351 | — |
| 2023 | $287,039 | $66,009 | $203,631 | $17,399 | — |
| 2022 | $305,905 | $102,961 | $202,944 | — | — |