# San Antonio Regional Hospital DB Plan
Source: https://planprovider.pro/companies/san-antonio-regional-hospital-plan-001

> San Antonio Regional Hospital's DB plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-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|

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