Plan Snapshot
- Plan Sponsor: Chapters Health System, INC.
- Sponsor EIN: 592264957
- Sponsor Address: 12470 TELELCOM DRIVE SUITE 300, TEMPLE TERRACE, FL, 33637
- Plan Type: 403(b)
- Total Participants: 3,340
- Total Assets: $151.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,340 | $151.8M | $3.6M | $13.7M |
| 2023 | 3,297 | $75.4M | $2.2M | $7.7M |
| 2022 | 2,073 | $61.3M | $1.7M | $5.6M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $432,813 | $33,750 | $399,063 | — | — |
| 2023 | $223,539 | — | $223,539 | — | — |
| 2022 | $155,248 | — | $155,248 | — | — |