Plan Snapshot
- Plan Sponsor: The Mary Imogene Bassett Hospital
- Sponsor EIN: 135596796
- Sponsor Address: ONE ATWELL ROAD, COOPERSTOWN, NY, 133261301
- Plan Type: 403(b)
- Total Participants: 3,844
- Total Assets: $754.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,844 | $754.8M | $17.9M | $19.3M |
| 2023 | 3,858 | $672.8M | $14.9M | $17.5M |
| 2022 | 3,655 | $591.2M | $13.5M | $17.2M |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — Auditor
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 | $284,867 | $40,479 | $3,455 | — | — |
| 2023 | $561,663 | $76,977 | $2,450 | $58,129 | — |
| 2022 | $583,118 | $64,000 | — | — | — |