Plan Snapshot
- Plan Sponsor: Hartford Healthcare Corporation
- Sponsor EIN: 222672834
- Sponsor Address: 9 FARM SPRINGS ROAD, FARMINGTON, CT, 06032
- Plan Type: DC
- Total Participants: 29,076
- Total Assets: $2.9B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29,076 | $2.9B | $151.4M | $205.3M |
| 2023 | 27,517 | $2.3B | $139.9M | $188.0M |
| 2022 | 26,064 | $1.8B | $128.6M | $169.4M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | NONE | $1,550,655 | — | $1,550,655 |
| STRATEGIC ADVISORS, INC. | NONE | $692,265 | — | $692,265 |
| WILLIS TOWERS WATSON | NONE | $85,617 | — | $85,617 |
| FIDUCIENT ADVISORS LLC | NONE | $77,003 | — | $77,003 |
| SOUNDHILL GRAPHICS | NONE | $23,093 | — | $23,093 |
| FIONDELLA, MILONE & LASARACINA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — NONE
- STRATEGIC ADVISORS, INC. — NONE
- WILLIS TOWERS WATSON — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,428,633
- Estimated Expense Ratio: 0.085% 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 | $2,413,204 | $692,265 | $4,200 | — | — |
| 2023 | $2,258,708 | $545,134 | $2,700 | — | — |
| 2022 | $2,284,992 | $410,161 | — | — | — |