Plan Snapshot
- Plan Sponsor: Truman Medical Centre, INC. D/B/A University Health
- Sponsor EIN: 440661018
- Sponsor Address: 2301 HOLMES STREET, KANSAS, MO, 64108
- Plan Type: 403(b)
- Total Participants: 4,819
- Total Assets: $296.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 4,819 | $296.7M | $9.0M | $23.1M |
| 2023 | 5,204 | $247.5M | $8.0M | $21.0M |
| 2022 | 4,242 | $195.6M | $7.1M | $19.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $240,934 | — | — | — | — |
| 2023 | $222,917 | — | — | — | — |
| 2022 | $210,840 | — | $210,840 | — | — |