# Hartford Healthcare Corporation 403(b) Plan
Source: https://planprovider.pro/companies/hartford-healthcare-corporation-403b-plan

> Hartford Healthcare Corporation's 403(b) plan: 4,589 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|NONE|$66,925|—|$66,925|

| FID INV INST OPS CO|NONE|$25,030|—|$25,030|

| FIDUCIENT ADVISORS LLC|NONE|$12,843|—|$12,843|

| BRIGHTHOUSE LIFE INSURANCE COMPANY|NONE|$5,684|—|$5,684|

| FIONDELLA, MILONE & LASARACINA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $110,482

- **Estimated Expense Ratio:** 0.017% 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|$207,635|$66,925|$102,962|—|—|

| 2023|$199,126|$153,469|$1,200|—|—|

| 2022|$235,516|$60,204|—|—|—|

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