Plan Snapshot
- Plan Sponsor: Lester E. Cox Medical Centers
- Sponsor EIN: 440577118
- Sponsor Address: 1423 NORTH JEFFERSON AVENUE, SPRINGFIELD, MO, 65802
- Plan Type: 403(b)
- Total Participants: 13,775
- Total Assets: $963.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 13,775 | $963.7M | $25.5M | $47.2M |
| 2023 | 13,001 | $836.1M | $24.4M | $42.8M |
| 2022 | 10,469 | $707.8M | $22.5M | $38.8M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | Recordkeeper | $495,770 | — | $495,770 |
| PENSION CONSULTANTS | Investment Advisor | $248,536 | — | $248,536 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $744,306
- Estimated Expense Ratio: 0.077% 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 | $744,307 | $248,537 | — | — | — |
| 2023 | $686,809 | $242,387 | — | — | — |
| 2022 | $614,632 | $313,187 | $301,445 | — | — |