# Jones Memorial Hospital DB Plan
Source: https://planprovider.pro/companies/jones-memorial-hospital-plan-001

> Jones Memorial Hospital's DB plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jones Memorial Hospital

- **Sponsor EIN:** 222807681

- **Sponsor Address:** 191 NORTH MAIN STREET, WELLSVILLE, NY, 14895

- **Plan Type:** DB

- **Total Participants:** 40

- **Total Assets:** $12.4M

## 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|40|$12.4M|$441,000|$0|

| 2023|43|$13.7M|$118,000|$0|

| 2022|56|$13.1M|$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|

| MERCER|ACTUARY|$67,552|—|$67,552|

| NEPC, LLC|NONE|$23,570|—|$23,570|

| US BANK|NONE|$7,500|—|$7,500|

| BONADIO & CO.,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [BONADIO & CO.,LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,622

- **Estimated Expense Ratio:** 0.793% 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|$275,957|$29,339|—|—|—|

| 2023|$240,709|$34,158|—|—|—|

| 2022|$238,810|$41,203|—|—|$44,629|

## Similar Plans

- [Aurelia Osborn Fox Memorial Hospital](https://planprovider.pro/companies/aurelia-osborn-fox-memorial-hospital-plan-002) — 38 participants

- [White Plains Medical Services, P.C.](https://planprovider.pro/companies/white-plains-medical-services-pc-plan) — 42 participants

- [Nicholas H. Noyes Memorial Hospital](https://planprovider.pro/companies/nicholas-h-noyes-memorial-hospital-plan-001) — 35 participants

- [The Mount Sinai Hospital](https://planprovider.pro/companies/the-mount-sinai-hospital-plan) — 35 participants

- [Montefiore Nyack Hospital](https://planprovider.pro/companies/montefiore-nyack-hospital-plan) — 30 participants

- [St. Lukes Cornwall Hospital](https://planprovider.pro/companies/st-lukes-cornwall-hospital-plan-003) — 55 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jones-memorial-hospital-plan-001)

© 2026 PlanProvider.Pro