Plan Snapshot
- Plan Sponsor: North Carolina Baptist Hospital
- Sponsor EIN: 560552787
- Sponsor Address: MEDICAL CENTER BOULEVARD, WINSTON-SALEM, NC, 271571185
- Plan Type: DB
- Total Participants: 1,891
- Total Assets: $334.9M
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 | 1,891 | $334.9M | $4.3M | $0 |
| 2023 | 2,067 | $327.2M | $10.9M | $0 |
| 2022 | 2,201 | $286.1M | $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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $710,520 | — | $710,520 |
| HIGHLAND CONSULTING | NONE | $91,530 | — | $91,530 |
| WILLIS TOWERS WATSON US LLC | ACTUARY | $60,716 | — | $60,716 |
| CLIFTONLARSONALLEN LLP | AUDITOR | $25,594 | — | $25,594 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $888,360
- Estimated Expense Ratio: 0.265% 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 | $5,002,247 | — | $1,427,079 | $25,594 | — |
| 2023 | $6,194,014 | — | $808,712 | $17,750 | — |
| 2022 | $5,516,636 | — | — | — | $734,174 |