Plan Snapshot
- Plan Sponsor: Jennie Edmundson Memorial Hospital
- Sponsor EIN: 420680355
- Sponsor Address: 933 E. PIERCE STREET, COUNCIL BLUFFS, IA, 515034626
- Plan Type: DB
- Total Participants: 364
- Total Assets: $47.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 364 | $47.0M | $0 | $0 |
| 2023 | 411 | $54.2M | $0 | $0 |
| 2022 | 489 | $56.3M | $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 |
|---|---|---|---|---|
| LUTZ & COMPANY, PC | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.034% 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 | $590,718 | $163,311 | — | $16,000 | — |
| 2023 | $732,728 | $172,080 | — | $17,750 | — |
| 2022 | $676,030 | $201,339 | — | — | $67,542 |