Plan Ledger DOL Form 5500 · updated monthly

Carlinville Area Hospital Association401(k)

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN · CARLINVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Carlinville Area Hospital Association reported $66,327 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,376 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 0.48% to 0.51%. 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 among the smaller plans on file in Illinois (2,059th of 3,702), and the 4,669th of 11,911 in health care & social assistance. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 226 to 266 since 2022.

Plan summary
Net assets, end of year$14,103,462
Participants with balances268
Active participants266
Employer contributions$631,891
Employee contributions$1,036,918
Employer contribution per active participant$2,376
Average account balance$52,625
Benefits paid to participants$878,899
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 268 accts · $632K emplr
2023$11.7M · 252 accts · $556K emplr
2022$10.5M · 222 accts · $425K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,645
Total administrative$66,327
The Carlinville Area Hospital Association 401(k) match · 2024
Employer contribution per active participant$2,376
Median for plans this size$2,416
2024$2,376 per active participant
2023$2,207 per active participant
2022$1,880 per active participant

Carlinville Area Hospital Association's 2024 employer contribution ran below 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 · 20241
EQUITABLE LIFE INSURANCE COMPANY · Recordkeeping · Trustee (directed)$68,765

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$66,327 · 0.51%
2023$57,968 · 0.52%
2022$51,427 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Derick Dermatology, PLLC IL$14.1M · 0.38%
Aperion Care, Inc. IL$13.8M · 1.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 370645239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.