Plan Snapshot
- Plan Sponsor: Commonwealth Health Corporation
- Sponsor EIN: 311118087
- Sponsor Address: POST OFFICE BOX 9876, BOWLING GREEN, KY, 42101
- Plan Type: DB
- Total Participants: 723
- Total Assets: $179.5M
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 | 723 | $179.5M | $0 | $0 |
| 2023 | 915 | $185.2M | $6.5M | $0 |
| 2022 | 915 | $165.4M | $13.0M | $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 |
|---|---|---|---|---|
| BANK OF AMERICA | Custodian / Trustee | $478,962 | — | $478,962 |
| SCHRODER INVESTMENT MANAGEMENT | Investment Advisor | $8,494 | — | $8,494 |
| PRINCIPAL FINANCIAL GROUP | Recordkeeper | $8,251 | — | $8,251 |
| ALLSPRING FUNDS | Investment Advisor | $8,215 | — | $8,215 |
| COLUMBIA THREADNEEDLE INVESTMENTS | Investment Advisor | $6,630 | — | $6,630 |
| TCW LCG | Investment Advisor | $6,624 | — | $6,624 |
| MFS INVETMENT MANAGEMENT | Investment Advisor | $6,617 | — | $6,617 |
| LOOMIS, SAYLES & COMPANY L.P. | Investment Advisor | $6,599 | — | $6,599 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $530,392
- Estimated Expense Ratio: 0.295% 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 | $534,622 | $55,660 | — | — | — |
| 2023 | $570,394 | $128,318 | — | — | — |
| 2022 | $540,169 | $321,586 | $204,319 | — | — |