Plan Snapshot
- Plan Sponsor: Tallahassee Memorial Healthcare, INC.
- Sponsor EIN: 591917016
- Sponsor Address: 1300 MICCOSUKEE ROAD, TALLAHASSEE, FL, 32308
- Plan Type: DB
- Total Participants: 370
- Total Assets: $250.2M
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 | 370 | $250.2M | $0 | $0 |
| 2023 | 451 | $255.3M | $0 | $0 |
| 2022 | 482 | $477.3M | $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 |
|---|---|---|---|---|
| SUNTRUST BANK, CENTRAL FLORIDA, NA | Other Service Provider | $136,523 | — | $136,523 |
| BANK OF AMERICA, N.A | Other Service Provider | $29,137 | — | $29,137 |
| COLUMBIA THREADNEEDLE INVESTMENTS | Other Service Provider | $25,159 | — | $25,159 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,819
- Estimated Expense Ratio: 0.076% 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 | $417,665 | $190,819 | — | — | — |
| 2023 | $671,918 | $671,918 | — | — | — |
| 2022 | $756,364 | $756,364 | — | — | — |