Plan Snapshot
- Plan Sponsor: Union Hospital Association
- Sponsor EIN: 340714771
- Sponsor Address: 659 BOULEVARD, DOVER, OH, 44622
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 0 | $0 | $628,962 | $1.1M |
| 2023 | 1,193 | $82.1M | $3.1M | $4.7M |
| 2022 | 1,134 | $67.5M | $2.8M | $4.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $2,725 | — | $2,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,725
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 | $15,192 | $828 | — | $2,725 | — |
| 2023 | $41,176 | $5,898 | — | $7,096 | — |
| 2022 | $71,246 | $1,915 | $27,346 | — | — |