# Parkview Health System, INC. DB Plan
Source: https://planprovider.pro/companies/parkview-health-system-inc-plan-001

> Parkview Health System, INC.'s DB plan: 1,260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$493,422|—|$493,422|

| EPOCH INVESTMENT MANAGEMENT CO LLC|NONE|$175,860|—|$175,860|

| LINCOLN NATIONAL LIFE INSURANCE CO|NONE|$156,467|—|$156,467|

| PNC CAPITAL ADVISORS|NONE|$144,472|—|$144,472|

| BUCK GLOBAL, LLC|NONE|$143,700|—|$143,700|

| WALTER SCOTT & PARTNERS|NONE|$134,949|—|$134,949|

| RREEF AMERICA REIT II, INC|NONE|$92,460|—|$92,460|

| UBS TRUMBULL|NONE|$73,763|—|$73,763|

| WELLINGTON TRUST|NONE|$41,201|—|$41,201|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL LIFE INSURANCE CO](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/parkview-health-system-inc-plan-001)

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