Plan Snapshot
- Plan Sponsor: San Antonio Regional Hospital
- Sponsor EIN: 951183919
- Sponsor Address: 999 SAN BERNARDINO ROAD, UPLAND, CA, 917864920
- Plan Type: DB
- Total Participants: 328
- Total Assets: $75.1M
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 | 328 | $75.1M | $3.6M | $0 |
| 2023 | 374 | $77.5M | $3.6M | $0 |
| 2022 | 387 | $74.9M | $3.6M | $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 |
|---|---|---|---|---|
| PENSION BENEFIT GUARANTY CORP | INSURANCE | $682,329 | — | $682,329 |
| WILLIS TOWERS WATSON | ACTUARY | $437,725 | — | $437,725 |
| NORTHERN TRUST | TRUSTEE | $61,354 | — | $61,354 |
| ERNST & YOUNG US LLP | AUDITOR | $45,500 | — | $45,500 |
| BLACKROCK | PORTFOLIO MGMT | $10,554 | — | $10,554 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — ACTUARY
- ERNST & YOUNG US LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,237,462
- Estimated Expense Ratio: 1.648% 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 | $1,238,191 | $231,283 | $61,354 | $45,500 | — |
| 2023 | $1,177,366 | $209,033 | $70,769 | $56,000 | — |
| 2022 | $1,191,785 | — | $74,122 | — | $1,117,663 |