# Marion General Hospital, INC. 403(b) Plan
Source: https://planprovider.pro/companies/marion-general-hospital-inc-403b-plan

> Marion General Hospital, INC.'s 403(b) plan: 1,208 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, 469522612

- **Plan Type:** 403(b)

- **Total Participants:** 1,208

- **Total Assets:** $74.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|1,208|$74.3M|$1.5M|$4.8M|

| 2023|914|$66.5M|$1.4M|$4.6M|

| 2022|1,110|$59.0M|$1.4M|$4.6M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$98,419|—|$98,419|

| BLUE & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,419

- **Estimated Expense Ratio:** 0.133% 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|$98,419|—|$98,419|—|—|

| 2023|$115,282|—|$115,282|—|—|

| 2022|$120,237|—|$120,237|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marion-general-hospital-inc-403b-plan)

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