Plan Ledger DOL Form 5500 · updated monthly

Bristol Hospital & Health Care Group, Inc.403(b)

BRISTOL HOSPITAL & HEALTH CARE GROUP 403(B) PLAN · BRISTOL, CT · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bristol Hospital & Health Care Group, Inc. reported $104,005 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $764 per active participant. 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 fell from 0.36% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 217th-largest of 1,106 plans among Connecticut employers on file, and the 1,240th of 11,911 in health care & social assistance. In 2024, employees put in $4.23 for every $1.00 the employer contributed; active participation has grown from 1,650 to 2,051 since 2022.

Plan summary
Net assets, end of year$85,106,243
Participants with balances1,915
Active participants2,051
Employer contributions$1,567,329
Employee contributions$6,630,097
Employer contribution per active participant$764
Average account balance$44,442
Benefits paid to participants$8,306,871
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.1M · 1,915 accts · $1.6M emplr
2023$75.8M · 1,966 accts · $1.5M emplr
2022$63.3M · 1,878 accts · $685K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,405
Investment management$45,000
Total administrative$104,005
Employer contributions to the Bristol Hospital & Health Care Group, Inc. plan · 2024
Employer contribution per active participant$764
Median for plans this size$3,635
2024$764 per active participant
2023$880 per active participant
2022$415 per active participant

Bristol Hospital & Health Care Group, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$45,000

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$104,005 · 0.13%
2023$199,731 · 0.29%
2022$245,794 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Carecentrix, Inc. CT$112.2M · 0.08%
Apple Health Care, Inc. CT$86.4M · 0.15%
Griffin Hospital CT$85.5M · 0.09%
Connecticut Gi, P.C. CT$72.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222577726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.