Plan Snapshot
- Plan Sponsor: Commonwealth Health Corporation
- Sponsor EIN: 311118087
- Sponsor Address: 800 PARK STREET, BOWLING GREEN, KY, 42101
- Plan Type: 403(b)
- Total Participants: 4,425
- Total Assets: $116.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 4,425 | $116.0M | $0 | $15.4M |
| 2023 | 4,002 | $92.2M | $0 | $13.0M |
| 2022 | 3,789 | $69.1M | $0 | $11.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $195,595 | $115,370 | — | — | — |
| 2023 | $161,796 | $56,607 | — | — | — |
| 2022 | $185,852 | $89,368 | — | — | — |