Plan Snapshot
- Plan Sponsor: Community Health Group
- Sponsor EIN: 953766170
- Sponsor Address: 2420 FENTON STREET, STE. 100, CHULA VISTA, CA, 91914
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 395
- Total Assets: $1.0M
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 | 395 | $1.0M | $4.8M | $871,376 |
| 2023 | 335 | $463,094 | $4.1M | $740,563 |
| 2022 | 301 | $581,379 | $4.7M | $708,188 |
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 |
|---|---|---|---|---|
| CENTRIX BENEFIT ADMINISTRATORS, INC | Other Service Provider | $324,801 | — | $324,801 |
| KINGHORN & ASSOCIATES | Other Service Provider | $118,914 | — | $118,914 |
| LLME | Other Service Provider | $17,840 | — | $17,840 |
| AMERICAN HEALTH | Other Service Provider | $14,788 | — | $14,788 |
| EBA&M | Other Service Provider | $10,853 | — | $10,853 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $487,196
- Estimated Expense Ratio: 47.156% 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 | $530,672 | — | $530,672 | — | — |
| 2023 | $455,065 | — | $455,065 | — | — |
| 2022 | $598,726 | — | — | — | — |