Plan Snapshot
- Plan Sponsor: Orlando Health, INC.
- Sponsor EIN: 591726273
- Sponsor Address: 1414 KUHL AVENUE, ORLANDO, FL, 328062093
- Plan Type: 403(b)
- Total Participants: 39,761
- Total Assets: $1.9B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 39,761 | $1.9B | $86.3M | $156.5M |
| 2023 | 27,987 | $1.6B | $77.3M | $136.1M |
| 2022 | 26,087 | $1.2B | $67.7M | $119.4M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $1,378,303 | — | $1,378,303 |
| CAP FINANCIAL PARTNERS, LLC | INV. ADVISORY | $161,238 | — | $161,238 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,539,541
- Estimated Expense Ratio: 0.080% 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 | $1,539,542 | — | $3,600 | — | — |
| 2023 | $1,402,933 | $117,792 | $5,400 | — | — |
| 2022 | $1,077,238 | — | — | — | — |