# Hospital For Special Care 403(b) Plan
Source: https://planprovider.pro/companies/hospital-for-special-care-403b-plan

> Hospital For Special Care's 403(b) plan: 1,261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/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|—|—|

## Similar Plans

- [Day Kimball Hospital](https://planprovider.pro/companies/day-kimball-hospital-plan) — 1,095 participants

- [Western Connecticut Health Network, INC.](https://planprovider.pro/companies/western-connecticut-health-network-inc-plan) — 1,570 participants

- [Griffin Hospital](https://planprovider.pro/companies/griffin-hospital-401k-plan) — 1,585 participants

- [Yale New Haven Health Services Corporation](https://planprovider.pro/companies/yale-new-haven-health-services-corporation-plan-001) — 753 participants

- [Vassar Brothers Hospital](https://planprovider.pro/companies/vassar-brothers-hospital-plan) — 753 participants

- [Gaylord Hospital, INC.](https://planprovider.pro/companies/gaylord-hospital-inc-401k-plan) — 711 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hospital-for-special-care-403b-plan)

© 2026 PlanProvider.Pro