# Chapters Health System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/chapters-health-system-inc-403b-plan

> Chapters Health System, INC.'s 403(b) plan: 3,340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$399,063|—|$399,063|

| CROWE LLP|AUDITOR|$33,750|—|$33,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $432,813

- **Estimated Expense Ratio:** 0.285% 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|$432,813|$33,750|$399,063|—|—|

| 2023|$223,539|—|$223,539|—|—|

| 2022|$155,248|—|$155,248|—|—|

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