Plan Snapshot
- Plan Sponsor: Deaconess Health System, INC.
- Sponsor EIN: 351532889
- Sponsor Address: 600 MARY STREET, EVANSVILLE, IN, 47747
- Plan Type: 401(k)
- Total Participants: 12,133
- Total Assets: $854.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 12,133 | $854.6M | $19.8M | $54.3M |
| 2023 | 9,838 | $738.3M | $22.0M | $44.8M |
| 2022 | 8,651 | $559.2M | $21.3M | $40.9M |
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 |
|---|---|---|---|---|
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO, LLC — 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 | $778,255 | $138,137 | — | — | — |
| 2023 | $417,359 | $92,436 | — | — | — |
| 2022 | $137,560 | $69,096 | $68,464 | — | — |