Plan Snapshot
- Plan Sponsor: Bonner General Hospital, INC.
- Sponsor EIN: 820207116
- Sponsor Address: 520 N. THIRD AVENUE, SANDPOINT, ID, 838640877
- Plan Type: 403(b)
- Total Participants: 456
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 456 | $24.0M | $433,150 | $1.6M |
| 2023 | 442 | $22.2M | $422,326 | $1.5M |
| 2022 | 491 | $19.4M | $410,469 | $1.4M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $46,662 | — | $46,662 |
| ASCENSUS LLC | Other Service Provider | $32,254 | — | $32,254 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,916
- Estimated Expense Ratio: 0.329% 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 | $73,030 | $43,719 | $29,311 | — | — |
| 2023 | $66,797 | $36,955 | $29,842 | — | — |
| 2022 | $70,573 | $38,186 | $31,329 | — | — |