Plan Snapshot
- Plan Sponsor: Hospital For Special Care
- Sponsor EIN: 060646766
- Sponsor Address: 2150 CORBIN AVENUE, NEW BRITAIN, CT, 060532266
- Plan Type: 403(b)
- Total Participants: 1,261
- Total Assets: $118.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,261 | $118.3M | $1.1M | $5.5M |
| 2023 | 1,235 | $110.1M | $1.0M | $5.5M |
| 2022 | 1,168 | $102.6M | $649,489 | $5.1M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $102,041 | — | $102,041 |
| INSTITUTIONAL INVESTMENT CONSULTING | INVESTMENT ADVISOR | $34,565 | — | $34,565 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,606
- Estimated Expense Ratio: 0.115% 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 | $136,606 | $34,565 | $102,041 | — | — |
| 2023 | $141,280 | $34,417 | $106,863 | — | — |
| 2022 | $154,615 | $34,489 | $120,126 | — | — |