Plan Snapshot
- Plan Sponsor: Endeavor Health Clinical Operations
- Sponsor EIN: 362167060
- Sponsor Address: 1301 CENTRAL STREET, EVANSTON, IL, 602011613
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,128
- Total Assets: $212.2M
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. |
|---|---|---|---|---|
| 2023 | 1,128 | $212.2M | $24.7M | $0 |
| 2022 | 1,160 | $205.0M | $16.6M | $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 |
|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | Investment Advisor | $996,891 | — | $996,891 |
| REAMS (SCOUTS INVESTMENTS INC) | Other Service Provider | $255,037 | — | $255,037 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $28,805 | — | $28,805 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $17,500 | — | $17,500 |
| MERGANSER CAPITAL MANAGEMENT | Other Service Provider | $12,402 | — | $12,402 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER HUMAN RESOURCE CONSULTING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,310,635
- Estimated Expense Ratio: 0.618% 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 |
|---|---|---|---|---|---|
| 2023 | $1,741,838 | $129,146 | $29,902 | — | — |
| 2022 | $2,403,642 | $257,859 | — | — | $119,278 |