Plan Snapshot
- Plan Sponsor: Premier Health Partners
- Sponsor EIN: 311446699
- Sponsor Address: 110 N. MAIN STREET, DAYTON, OH, 45402
- Plan Type: DB
- Total Participants: 9,887
- Total Assets: $415.3M
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 | 9,887 | $415.3M | $25.0M | $0 |
| 2023 | 9,304 | $711.8M | $25.0M | $0 |
| 2022 | 9,326 | $659.9M | $23.0M | $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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $1,831,469 | — | $1,831,469 |
| LEGAL & GENERAL | Other Service Provider | $483,799 | — | $483,799 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $360,437 | — | $360,437 |
| MERCER | Other Service Provider | $203,843 | — | $203,843 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $128,212 | — | $128,212 |
| STATE STREET BANK & TRUST | Custodian / Trustee | $117,616 | — | $117,616 |
| FROST BROWN TODD LLC | Other Service Provider | $51,285 | — | $51,285 |
| CLARK, SCHAEFER, HACKETT & CO | Other Service Provider | $18,000 | — | $18,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $16,093 | — | $16,093 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,210,754
- Estimated Expense Ratio: 0.773% 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 | $9,699,823 | $988,541 | $203,843 | $18,000 | — |
| 2023 | $15,263,233 | $1,103,928 | $212,107 | $17,250 | — |
| 2022 | $4,475,412 | $1,150,612 | — | — | $1,180,384 |