Plan Snapshot
- Plan Sponsor: Premier Health Partners
- Sponsor EIN: 311446699
- Sponsor Address: 110 N. MAIN STREET 11TH FLOOR EAST, DAYTON, OH, 45402
- Plan Type: 403(b)
- Total Participants: 13,042
- Total Assets: $570.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 13,042 | $570.8M | $0 | $51.1M |
| 2023 | 12,398 | $504.9M | $0 | $46.6M |
| 2022 | 11,719 | $428.1M | $0 | $43.8M |
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 |
|---|---|---|---|---|
| CLARK,SCHAEFER,HACKETT & CO. | Auditor | $15,500 | — | $15,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.003% 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 | $686,538 | — | $2,063 | $15,500 | — |
| 2023 | $211,414 | — | $3,436 | $23,050 | — |
| 2022 | $76,779 | $43,564 | $7,186 | — | $9,209 |