Plan Snapshot
- Plan Sponsor: Winner Regional Healthcare Center
- Sponsor EIN: 460274380
- Sponsor Address: 745 E 8TH ST., WINNER, SD, 575802677
- Plan Type: 403(b)
- Total Participants: 179
- Total Assets: $11.3M
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 | 179 | $11.3M | $228,011 | $436,407 |
| 2023 | 162 | $9.7M | $155,795 | $383,579 |
| 2022 | 160 | $8.2M | $163,141 | $362,397 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $800 | $71,384 | $72,184 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,184
- Estimated Expense Ratio: 0.636% 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 | $800 | — | $800 | — | — |
| 2023 | $120 | — | $120 | — | — |
| 2022 | — | — | — | — | — |