Plan Ledger DOL Form 5500 · updated monthly

Brodstone Memorial Hospital403(b)

BRODSTONE MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN · SUPERIOR, NE · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Brodstone Memorial Hospital reported $74,709 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,430 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 rose from 0.41% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 270th-largest of 565 plans among Nebraska employers on file, and the 4,031st of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,665,569
Participants with balances246
Active participants224
Employer contributions$544,278
Employee contributions$1,000,165
Employer contribution per active participant$2,430
Average account balance$71,811
Benefits paid to participants$2,822,647
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 246 accts · $544K emplr
2023$16.9M · 259 accts · $536K emplr
2022$14.5M · 261 accts · $501K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,809
Investment management$62,900
Total administrative$74,709
Employer contributions to the Brodstone Memorial Hospital plan · 2024
Employer contribution per active participant$2,430
Median for plans this size$2,416
2024$2,430 per active participant
2023$2,029 per active participant
2022$2,143 per active participant

Brodstone Memorial Hospital's 2024 employer contribution ran above the $2,416 median for plans its size. 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
NEWPORT GROUP, INC. · Recordkeeping$11,809
CWM LLC · Investment advisory (plan)$62,900

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,709 · 0.43%
2023$66,908 · 0.43%
2022$62,971 · 0.41%
Same employer
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Nebraska Spine Center, LLP NE$20.3M · 0.39%
Browns Medical Imaging, LLC NE$17.9M · 0.27%
Providence Medical Center NE$17.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470388012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.