Plan Snapshot
- Plan Sponsor: Sinai Health System
- Sponsor EIN: 363166895
- Sponsor Address: 1500 S. FAIRFIELD, CHICAGO, IL, 60608
- Plan Type: 403(b)
- Total Participants: 3,903
- Total Assets: $165.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,903 | $165.2M | $2,592 | $9.8M |
| 2023 | 3,901 | $152.2M | $0 | $8.3M |
| 2022 | 4,383 | $136.4M | $0 | $7.8M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $523,936 | $179,440 | — | — | — |
| 2023 | $431,502 | $157,516 | — | — | — |
| 2022 | $441,025 | — | $441,025 | — | — |