Plan Snapshot
- Plan Sponsor: Joint Commission On Accreditation Of Healthcare Organizations
- Sponsor EIN: 362229255
- Sponsor Address: ONE RENAISSANCE BOULEVARD, OAKBROOK TERRACE, IL, 601814294
- Plan Type: DB
- Total Participants: 77
- Total Assets: $30.8M
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 | 77 | $30.8M | $0 | $0 |
| 2023 | 983 | $88.9M | $1.6M | $0 |
| 2022 | 917 | $83.7M | $2.4M | $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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $530,214 | — | $530,214 |
| LEGAL AND GENERAL INVESTMENT | Other Service Provider | $58,079 | — | $58,079 |
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $41,865 | — | $41,865 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $30,291 | — | $30,291 |
| SECURITY CAPITAL RESEARCH & MANAGEM | Other Service Provider | $20,151 | — | $20,151 |
| MERCER INC | Other Service Provider | $12,542 | — | $12,542 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $693,142
- Estimated Expense Ratio: 2.251% 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 | $834,938 | $120,094 | — | — | — |
| 2023 | $481,284 | $132,894 | — | — | — |
| 2022 | $521,306 | $261,772 | — | — | $141,118 |