Plan Snapshot
- Plan Sponsor: St. Barnabas Hospital
- Sponsor EIN: 131740122
- Sponsor Address: 4422 THIRD AVENUE, BRONX, NY, 104572545
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 3,491
- Total Assets: $176.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 3,491 | $176.1M | $0 | $0 |
| 2024 | 2,963 | $149.6M | $2.3M | $13.1M |
| 2023 | 2,858 | $128.7M | $2.2M | $12.3M |
| 2022 | 2,866 | $105.3M | $2.1M | $11.7M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $173,936 | — | $173,936 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,936
- Estimated Expense Ratio: 0.099% 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 |
|---|---|---|---|---|---|
| 2025 | $14,023,449 | — | $164,336 | — | — |
| 2024 | $163,830 | — | $163,830 | — | — |
| 2023 | $171,673 | — | $171,673 | — | — |
| 2022 | $199,208 | — | $199,208 | — | — |