Plan Snapshot
- Plan Sponsor: Hartford Healthcare Corporation
- Sponsor EIN: 222672834
- Sponsor Address: 9 FARM SPRINGS ROAD, FARMINGTON, CT, 06032
- Plan Type: 403(b)
- Total Participants: 4,589
- Total Assets: $665.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,589 | $665.8M | $0 | $0 |
| 2023 | 4,887 | $642.9M | $0 | $0 |
| 2022 | 5,192 | $609.9M | $0 | $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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | Auditor | — | — | $0 |
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 | $207,635 | $66,925 | $102,962 | — | — |
| 2023 | $199,126 | $153,469 | $1,200 | — | — |
| 2022 | $235,516 | $60,204 | — | — | — |