Plan Snapshot
- Plan Sponsor: Indiana University Health INC.
- Sponsor EIN: 351955872
- Sponsor Address: 340 WEST 10TH STREET, INDIANAPOLIS, IN, 46202
- Plan Type: 401(k)
- Total Participants: 40,158
- Total Assets: $4.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 40,158 | $4.5B | $122.6M | $231.7M |
| 2023 | 38,402 | $3.9B | $114.9M | $209.7M |
| 2022 | 38,554 | $3.2B | $116.8M | $213.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS US, LLP — Auditor
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 | $2,979,099 | $2,845,618 | — | — | — |
| 2023 | $2,701,975 | $2,635,930 | — | — | — |
| 2022 | $2,984,316 | $2,907,276 | — | — | — |