Plan Ledger DOL Form 5500 · updated monthly

Columbia Lutheran Charities dba Columbia Memorial Hospital403(b)

COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY · ASTORIA, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

Columbia Lutheran Charities dba Columbia Memorial Hospital reported $132,548 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. 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 0.25% to 0.28%. 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 179th-largest of 1,021 plans among Oregon employers on file, and the 1,839th of 11,911 in health care & social assistance. active participation has grown from 672 to 761 since 2022.

Plan summary
Net assets, end of year$51,094,775
Participants with balances1,079
Active participants761
Employer contributions—
Employee contributions$5,202,798
Employer contribution per active participant—
Average account balance$47,354
Benefits paid to participants$4,247,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 1,079 accts
2023$44.7M · 1,023 accts · $4K emplr
2022$36.6M · 975 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$132,548
Total administrative$132,548
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$132,547
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$132,548 · 0.28%
2023$109,912 · 0.27%
2022$97,398 · 0.25%
All plans at this employer2
COLUMBIA MEMORIAL HOSPITAL TSA/THRIFT PLAN AND TRUSTProfit-sharing plan
COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY403(b)
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Women's Care, P.C. OR$59.3M · 0.27%
The Center OR$50.5M · 0.26%
Premere Rehab, LLC OR$49.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930583856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.