Plan Snapshot
- Plan Sponsor: Union Hospital, INC.
- Sponsor EIN: 350876396
- Sponsor Address: 1606 NORTH SEVENTH STREET, TERRE HAUTE, IN, 478042780
- Plan Type: 403(b)
- Total Participants: 3,369
- Total Assets: $232.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,369 | $232.8M | $8.0M | $17.8M |
| 2023 | 2,774 | $203.3M | $7.1M | $16.1M |
| 2022 | 3,178 | $164.1M | $9.4M | $15.4M |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $339,669 | $72,136 | $475 | — | — |
| 2023 | $337,961 | $63,856 | $535 | — | — |
| 2022 | $324,319 | — | $325 | — | — |