Plan Snapshot
- Plan Sponsor: Parkview Health System, INC.
- Sponsor EIN: 351972384
- Sponsor Address: 1450 PRODUCTION DRIVE, FORT WAYNE, IN, 46808
- Plan Type: DB
- Total Participants: 1,260
- Total Assets: $469.2M
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. |
|---|---|---|---|---|
| 2024 | 1,260 | $469.2M | $10.0M | $0 |
| 2023 | 1,374 | $449.1M | $8.2M | $0 |
| 2022 | 1,492 | $407.7M | $7.0M | $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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO LL | Other Service Provider | $493,422 | — | $493,422 |
| EPOCH INVESTMENT MANAGEMENT CO LLC | Other Service Provider | $175,860 | — | $175,860 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Recordkeeper | $156,467 | — | $156,467 |
| PNC CAPITAL ADVISORS | Other Service Provider | $144,472 | — | $144,472 |
| BUCK GLOBAL, LLC | Other Service Provider | $143,700 | — | $143,700 |
| WALTER SCOTT & PARTNERS | Other Service Provider | $134,949 | — | $134,949 |
| RREEF AMERICA REIT II, INC | Other Service Provider | $92,460 | — | $92,460 |
| UBS TRUMBULL | Other Service Provider | $73,763 | — | $73,763 |
| WELLINGTON TRUST | Other Service Provider | $41,201 | — | $41,201 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,456,294
- Estimated Expense Ratio: 0.310% 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 | $2,690,171 | $1,156,127 | $156,467 | — | — |
| 2023 | $3,948,955 | $1,102,260 | $301,438 | — | — |
| 2022 | $4,605,718 | $1,160,141 | $320,474 | — | $45,426 |