Plan Snapshot
- Plan Sponsor: Elliot Health System, INC.
- Sponsor EIN: 020509911
- Sponsor Address: ONE ELLIOT WAY, MANCHESTER, NH, 031033502
- Plan Type: DB
- Total Participants: 438
- Total Assets: $266.9M
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 | 438 | $266.9M | $10.0M | $0 |
| 2023 | 475 | $277.8M | $6.7M | $0 |
| 2022 | 520 | $285.7M | $5.0M | $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 |
|---|---|---|---|---|
| MILLIMAN | Recordkeeper | $330,975 | — | $330,975 |
| INCOME RESEARCH & MANAGEMENT CO. | Other Service Provider | $164,875 | — | $164,875 |
| NORTHERN TRUST COMPANY | Other Service Provider | $34,973 | — | $34,973 |
| LOOMIS SAYLES | Other Service Provider | $28,996 | — | $28,996 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $13,636 | — | $13,636 |
| AETNA LIFE INSURANCE CO. | Other Service Provider | $9,288 | — | $9,288 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $582,743
- Estimated Expense Ratio: 0.218% 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 | $1,420,002 | $222,896 | $330,975 | — | — |
| 2023 | $1,943,165 | $135,154 | $326,336 | — | — |
| 2022 | $1,759,496 | $159,060 | $290,176 | — | — |