Plan Snapshot
- Plan Sponsor: Infirmary Health System
- Sponsor EIN: 630841123
- Sponsor Address: 5 MOBILE INFIRMARY CIRCLE, MOBILE, AL, 36607
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 6,002
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 6,002 | $15.6M | $0 | $0 |
| 2024 | 5,696 | $15.5M | $0 | $487,159 |
| 2023 | 318 | $14.6M | $0 | $505,427 |
| 2022 | 333 | $14.1M | $0 | $504,771 |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $2,014,376 | — | — | — | — |
| 2024 | $10,052 | $635 | $150 | — | — |
| 2023 | $26,264 | — | — | — | — |
| 2022 | $29,606 | $1,607 | $15,992 | — | $11,607 |