Plan Snapshot
- Plan Sponsor: Southeast Missouri Hospital Association
- Sponsor EIN: 430654874
- Sponsor Address: 1701 LACEY ST, CAPE GIRARDEAU, MO, 63701
- Plan Type: 403(b)
- Plan Number: 005
- Total Participants: 2,415
- Total Assets: $106.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2,415 | $106.1M | $2.8M | $7.8M |
| 2022 | 2,054 | $91.3M | $2.9M | $8.0M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $163,264 | — | $163,264 |
| CONCORD ADVISORY GROUP LTD. | Other Service Provider | $80,218 | — | $80,218 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,482
- Estimated Expense Ratio: 0.229% 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 |
|---|---|---|---|---|---|
| 2023 | $243,482 | $80,218 | $163,264 | — | — |
| 2022 | $171,753 | $72,733 | $99,020 | — | — |