Plan Snapshot
- Plan Sponsor: Hospital Employee Benefit Assoc. Trust
- Sponsor EIN: 351394215
- Sponsor Address: 10 WEST CARMEL DR., SUITE 260, CARMEL, IN, 46032
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 1,836
- Total Assets: $38,335
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 | 1,836 | $38,335 | $337,796 | $0 |
| 2023 | 2,150 | $39,518 | $352,959 | $0 |
| 2022 | 2,287 | $352,867 | $462,728 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $4,267 | — | $4,267 | — | — |
| 2023 | $24,451 | — | $24,451 | — | — |
| 2022 | $31,158 | — | $31,158 | — | — |