Plan Snapshot
- Plan Sponsor: Marion General Hospital, INC.
- Sponsor EIN: 350868130
- Sponsor Address: 441 NORTH WABASH AVENUE, MARION, IN, 46952
- Plan Type: DB
- Plan Number: 001
- Total Participants: 140
- Total Assets: $56.3M
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 | 140 | $56.3M | $2.0M | $0 |
| 2023 | 165 | $57.3M | $2.0M | $0 |
| 2022 | 176 | $60.1M | $2.0M | $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 |
|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT | Other Service Provider | $135,074 | — | $135,074 |
| JP MORGAN (BANK ONE) | Other Service Provider | $66,000 | — | $66,000 |
| OCTOBER THREE | Other Service Provider | $56,700 | — | $56,700 |
| OXFORD | Investment Advisor | $28,127 | — | $28,127 |
| MCCREADY & KEENE | Other Service Provider | $13,433 | — | $13,433 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OXFORD — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,334
- Estimated Expense Ratio: 0.531% 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 | $825,350 | $163,202 | — | — | — |
| 2023 | $754,576 | $168,819 | — | — | — |
| 2022 | $803,764 | $178,492 | — | — | $101,200 |