# Winchester Hospital 403(b) Plan
Source: https://planprovider.pro/companies/winchester-hospital-403b-plan

> Winchester Hospital's 403(b) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Winchester Hospital

- **Sponsor EIN:** 042104434

- **Sponsor Address:** 41 HIGHLAND AVE, WINCHESTER, MA, 018901446

- **Plan Type:** 403(b)

- **Total Participants:** 0

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|0|$9.3M|$3.6M|$9.4M|

| 2022|2,234|$236.6M|$3.4M|$8.9M|

## 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|

| BETH ISRAEL LAHEY HEALTH|CONSULT/OTHER SERVICES|$97,608|—|$97,608|

| BDO|ACCOUNTANT/AUDITOR|$19,033|—|$19,033|

| NEPC,LLC|CONSULTANT|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT/AUDITOR

- [NEPC,LLC](https://planprovider.pro/provider/milliman) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,641

- **Estimated Expense Ratio:** 1.367% 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|

| 2023|$193,284|$8,870|$300|$25,716|—|

| 2022|$153,720|$3,580|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/winchester-hospital-403b-plan)

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