# Marion General Hospital, INC. DB Plan
Source: https://planprovider.pro/companies/marion-general-hospital-inc-350868130-001

> Marion General Hospital, INC.'s DB plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/oxford-financial-group-ltd) — 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|

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