# Orlando Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/orlando-health-inc-403b-plan

> Orlando Health, INC.'s 403(b) plan: 39,761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|—|

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