Plan Snapshot
- Plan Sponsor: Owensboro Health, INC.
- Sponsor EIN: 611286361
- Sponsor Address: 1201 PLEASANT VALLEY ROAD, OWENSBORO, KY, 42303
- Plan Type: 403(b)
- Total Participants: 862
- Total Assets: $129.3M
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 | 862 | $129.3M | $1.2M | $5.4M |
| 2023 | 1,077 | $123.1M | $1.4M | $6.0M |
| 2022 | 1,200 | $118.2M | $1.5M | $6.8M |
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 |
|---|---|---|---|---|
| EBELHAR WHITEHEAD | 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 | $66,904 | $2,609 | $12,776 | — | — |
| 2023 | $74,756 | — | $73,806 | — | — |
| 2022 | $72,379 | — | $71,879 | — | — |