Plan Ledger DOL Form 5500 · updated monthly

Bridgeport Hospital403(b)

BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN · BRIDGEPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

Bridgeport Hospital reported $48,810 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 85th-largest of 1,106 plans among Connecticut employers on file, and the 511th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$286,623,045
Participants with balances5,419
Active participants4,413
Employer contributions—
Employee contributions$18,898,143
Employer contribution per active participant—
Average account balance$52,892
Benefits paid to participants$18,839,013
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$286.6M · 5,419 accts
2023$248.8M · 5,302 accts
2022$209.7M · 5,123 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,865
Audit (IQPA)$17,288
Total administrative$48,810
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
BAKER TILLY US, LLP · Accounting / audit$17,288
CAPFINANCIAL PARTNERS · Consulting$6,250
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$48,810 · 0.02%
2023$62,406 · 0.03%
2022$27,741 · 0.01%
All plans at this employer2
BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLANProfit-sharing plan
BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Stamford Health, Inc. CT$504.5M · 0.08%
Middlesex Health CT$473.2M · 0.10%
Lawrence & Memorial Hospital CT$369.4M · 0.02%
Greenwich Hospital CT$242.3M · 0.02%
Starling Physicians, P.C. CT$177.0M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060646554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.