Plan Snapshot
- Plan Sponsor: Jackson Park Hospital Foundation
- Sponsor EIN: 362448028
- Sponsor Address: 7531 STONY ISLAND AVENUE, CHICAGO, IL, 60649
- Plan Type: 403(b)
- Total Participants: 586
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 586 | $11.3M | $324,343 | $778,547 |
| 2023 | 577 | $10.5M | $318,859 | $793,567 |
| 2022 | 630 | $9.3M | $323,264 | $791,909 |
| 2021 | 598 | $10.3M | $0 | $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 |
|---|---|---|---|---|
| DAVID GOTSCH | Other Service Provider | $14,011 | — | $14,011 |
| METLIFE LIFE INSURANCE COMPANY | Recordkeeper | $13,380 | — | $13,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,391
- Estimated Expense Ratio: 0.243% 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 | $27,391 | — | — | — | — |
| 2023 | $31,456 | — | — | — | — |
| 2022 | $31,653 | — | $31,653 | — | — |
| 2021 | $60,774 | — | $60,774 | — | — |