Plan Snapshot
- Plan Sponsor: Luminis Health Anne Arundel Medical Center, INC.
- Sponsor EIN: 521169362
- Sponsor Address: 2001 MEDICAL PARKWAY, ANNAPOLIS, MD, 21401
- Plan Type: DB
- Total Participants: 644
- Total Assets: $111.4M
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 | 644 | $111.4M | $0 | $0 |
| 2023 | 700 | $116.2M | $0 | $0 |
| 2022 | 761 | $113.4M | $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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $27,600 | — | $27,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,600
- Estimated Expense Ratio: 0.025% 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 | $187,454 | $1,527 | — | $27,600 | — |
| 2023 | $418,312 | $23,611 | — | $25,000 | — |
| 2022 | $395,445 | $19,337 | — | — | $376,108 |