Plan Snapshot
- Plan Sponsor: Premier Health Partners
- Sponsor EIN: 311446699
- Sponsor Address: 110 N. MAIN STREET 11TH FLOOR EAST, DAYTON, OH, 45402
- Plan Type: 401(k)
- Total Participants: 13,415
- Total Assets: $243.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 13,415 | $243.8M | $7.7M | $0 |
| 2023 | 12,736 | $227.7M | $7.8M | $0 |
| 2022 | 11,923 | $201.7M | $7.5M | $3,598 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $15,750 | — | $15,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,750
- Estimated Expense Ratio: 0.006% 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 | $500,486 | — | $900 | $15,750 | — |
| 2023 | $488,763 | — | $300 | $20,850 | — |
| 2022 | $498,776 | $28,971 | — | — | $13,164 |