Plan Snapshot
- Plan Sponsor: Elmhurst Memorial Hospital
- Sponsor EIN: 362167784
- Sponsor Address: 1301 CENTRAL STREET, EVANSTON, IL, 60201
- Plan Type: DB
- Plan Number: 003
- Total Participants: 824
- Total Assets: $204.4M
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. |
|---|---|---|---|---|
| 2023 | 824 | $204.4M | $24.2M | $0 |
| 2022 | 888 | $201.3M | $17.8M | $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 |
|---|---|---|---|---|
| MERCER | Actuary | $265,951 | — | $265,951 |
| SEI INVESTMENT | Investment Advisor | $258,787 | — | $258,787 |
| REAMS ASSET MANAGEMENT | Investment Advisor | $253,691 | — | $253,691 |
| MITCHELL & TITUS, LLP | Other Service Provider | $19,672 | — | $19,672 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $18,132 | — | $18,132 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $16,250 | — | $16,250 |
| MERGANSER CAPITAL MANAGEMENT | Investment Advisor | $14,978 | — | $14,978 |
| WIPFLI LLP | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Actuary
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $855,461
- Estimated Expense Ratio: 0.419% 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 |
|---|---|---|---|---|---|
| 2023 | $1,537,263 | $527,456 | $43,922 | — | — |
| 2022 | $2,493,078 | $66,538 | — | — | $230,756 |