Plan Snapshot
- Plan Sponsor: Boca Raton Regional Hospital, INC.
- Sponsor EIN: 591006663
- Sponsor Address: 800 MEADOWS ROAD, BOCA RATON, FL, 334862304
- Plan Type: DB
- Total Participants: 358
- Total Assets: $74.7M
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 | 358 | $74.7M | $3.1M | $0 |
| 2023 | 388 | $76.5M | $3.9M | $0 |
| 2022 | 416 | $108.9M | $1.3M | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $215,212 | — | $215,212 |
| BANK OF AMERICA | Other Service Provider | $71,639 | — | $71,639 |
| COLUMBIA INVESTMENT MGMT ADVISORS | Other Service Provider | $40,364 | — | $40,364 |
| MFS INVESTMENT MANAGEMENT | Other Service Provider | $21,619 | — | $21,619 |
| EARNEST PARTNERS, LLC | Other Service Provider | $10,142 | — | $10,142 |
| BLACKROCK INVESTMENT MANAGEMENT | Other Service Provider | $9,537 | — | $9,537 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Other Service Provider | $7,497 | — | $7,497 |
| PEREGRINE CAPITAL MANAGEMENT | Other Service Provider | $6,648 | — | $6,648 |
| ALLSPRING GLOBAL INVESTMENTS | Other Service Provider | $6,540 | — | $6,540 |
| DELWARE INVESTMENTS | Other Service Provider | $6,516 | — | $6,516 |
| TCW ASSET MANAGEMENT CO LLC | Other Service Provider | $6,348 | — | $6,348 |
| LOOMIS SAYLES | Other Service Provider | $6,304 | — | $6,304 |
| MARTIN CURRIE INVESTMENT MANAGEMENT | Other Service Provider | $5,454 | — | $5,454 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $413,820
- Estimated Expense Ratio: 0.554% 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 | $1,149,384 | $126,971 | — | — | — |
| 2023 | $1,743,379 | $182,009 | — | — | — |
| 2022 | $1,768,264 | $283,436 | — | — | $173,364 |