Plan Snapshot
- Plan Sponsor: Eisenhower Medical Center
- Sponsor EIN: 956130458
- Sponsor Address: 39000 BOB HOPE DRIVE, RANCHO MIRAGE, CA, 92270
- Plan Type: DB
- Total Participants: 368
- Total Assets: $78.8M
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 | 368 | $78.8M | $8.5M | $0 |
| 2023 | 488 | $127.2M | $6.5M | $0 |
| 2022 | 505 | $138.1M | $7.7M | $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 |
|---|---|---|---|---|
| WILIS TOWERS WATSON US LLC | NONE | $678,560 | — | $678,560 |
| TOWERS WATSON INVESTMENT SERVICES | NONE | $250,000 | — | $250,000 |
| THE BANK OF NEW YORK MELLON | CUSTODIAL | $39,162 | — | $39,162 |
| NATIONWIDE LIFE & ANNUITY | NONE | $14,898 | — | $14,898 |
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILIS TOWERS WATSON US LLC — NONE
- NATIONWIDE LIFE & ANNUITY — NONE
- BDO USA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $982,620
- Estimated Expense Ratio: 1.248% 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 | $982,620 | $264,898 | — | — | — |
| 2023 | $135,509 | $76,700 | — | — | — |
| 2022 | $120,868 | $106,217 | — | — | $14,601 |