Plan Snapshot
- Plan Sponsor: Concord Hospital, INC.
- Sponsor EIN: 222594672
- Sponsor Address: 250 PLEASANT STREET, CONCORD, NH, 03301
- Plan Type: DB
- Total Participants: 3,354
- Total Assets: $413.1M
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 | 3,354 | $413.1M | $5.0M | $0 |
| 2023 | 3,416 | $379.8M | $16.0M | $0 |
| 2022 | 3,425 | $343.3M | $12.0M | $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 |
|---|---|---|---|---|
| SILCHESTER INTERNATIONAL INVESTOR I | Other Service Provider | $233,974 | — | $233,974 |
| CAPE ANN GLOBAL | Other Service Provider | $121,831 | — | $121,831 |
| MARATHON-LONDON | Other Service Provider | $90,769 | — | $90,769 |
| NORTHERN TRUST COMPANY | Other Service Provider | $75,645 | — | $75,645 |
| HIGHCLERE INTERNATIONAL INVESTORS L | Other Service Provider | $52,678 | — | $52,678 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $39,900 | — | $39,900 |
| BRANDYWINE | Other Service Provider | $12,783 | — | $12,783 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $627,580
- Estimated Expense Ratio: 0.152% 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 | $2,113,541 | $551,936 | — | — | — |
| 2023 | $1,587,141 | $572,180 | — | — | — |
| 2022 | $486,124 | $401,759 | $15,796 | — | — |