Plan Snapshot
- Plan Sponsor: Shands Teaching Hospital And Clinics, INC.
- Sponsor EIN: 591943502
- Sponsor Address: 1329 SW 16TH ST., ROOM 1230, GAINESVILLE, FL, 32608
- Plan Type: DB
- Total Participants: 2,264
- Total Assets: $999.2M
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 | 2,264 | $999.2M | $0 | $0 |
| 2023 | 2,422 | $997.0M | $0 | $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 |
|---|---|---|---|---|
| JAMES MOORE & COMPANY P.L. | Auditor | $44,625 | — | $44,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JAMES MOORE & COMPANY P.L. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,625
- Estimated Expense Ratio: 0.004% 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 | $8,338,822 | $2,278,594 | $258,963 | $44,625 | — |
| 2023 | $7,863,844 | $2,055,028 | — | — | $536,220 |