# The Mary Imogene Bassett Hospital 403(b) Plan
Source: https://planprovider.pro/companies/the-mary-imogene-bassett-hospital-403b-plan

> The Mary Imogene Bassett Hospital's 403(b) plan: 3,844 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|NONE|$269,367|—|$269,367|

| DEMARCHE ASSOCIATES, INC.|NONE|$15,500|—|$15,500|

| FUSTCHARLES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FUSTCHARLES LLP](https://planprovider.pro/provider/fustcharles-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $284,867

- **Estimated Expense Ratio:** 0.038% 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|$284,867|$40,479|$3,455|—|—|

| 2023|$561,663|$76,977|$2,450|$58,129|—|

| 2022|$583,118|$64,000|—|—|—|

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