Plan Snapshot
- Plan Sponsor: Insight Chicago, INC. Dba Insight Chicago Hospital
- Sponsor EIN: 862358048
- Sponsor Address: 2525 S MICHIGAN AVE, CHICAGO, IL, 60616
- Plan Type: 401(k)
- Total Participants: 758
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 758 | $8.1M | $605,646 | $879,388 |
| 2023 | 697 | $5.1M | $1.2M | $1.8M |
| 2022 | 523 | $1.9M | $309,700 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $7,330 | — | $7,330 |
| NFP RETIREMENT INC | Investment Advisor | $6,098 | — | $6,098 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,428
- Estimated Expense Ratio: 0.166% 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 | $13,446 | $6,116 | — | — | — |
| 2023 | $48,708 | $8,794 | $39,914 | — | — |
| 2022 | $20,253 | $3,894 | $14,989 | — | $1,370 |