Plan Snapshot
- Plan Sponsor: Morris Hospital & Healthcare Centers
- Sponsor EIN: 362170155
- Sponsor Address: 150 W HIGH ST, MORRIS, IL, 604501463
- Plan Type: 403(b)
- Total Participants: 1,590
- Total Assets: $118.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,590 | $118.6M | $2.2M | $6.6M |
| 2023 | 1,544 | $102.8M | $2.1M | $6.2M |
| 2022 | 1,451 | $85.5M | $1.8M | $5.7M |
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 |
|---|---|---|---|---|
| PLANTE MORAN PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $197,154 | $94,967 | $102,187 | — | — |
| 2023 | $185,389 | $94,975 | $90,414 | — | — |
| 2022 | $184,629 | $94,975 | $89,654 | — | — |