Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Health Corporation403(b)

COMMONWEALTH HEALTH CORPORATION 403(B) PLAN · BOWLING GREEN, KY · plan year 2024

Reported admin expense ratio · 2024
0.19%

Commonwealth Health Corporation reported $195,595 in plan administrative expenses for 2024: 0.19% of average plan assets, above 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 fell from 0.25% to 0.19%. 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 75th-largest of 871 plans among Kentucky employers on file, and the 975th of 11,911 in health care & social assistance. active participation has grown from 3,789 to 4,425 since 2022.

Plan summary
Net assets, end of year$116,021,550
Participants with balances4,113
Active participants4,425
Employer contributions—
Employee contributions$15,384,254
Employer contribution per active participant—
Average account balance$28,208
Benefits paid to participants$6,605,114
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$116.0M · 4,113 accts
2023$92.2M · 3,752 accts
2022$69.1M · 3,539 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,051
Investment management$115,370
Total administrative$195,595
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
T ROWE PRICE RPS INC · Recordkeeping · Other services$80,225
MERRILL LYNCH · Consulting · Investment advisory (plan)$115,370

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$195,595 · 0.19%
2023$161,796 · 0.20%
2022$185,852 · 0.25%
All plans at this employer2
COMMONWEALTH HEALTH CORPORATION RETIREMENT SAVINGS PLANProfit-sharing plan
COMMONWEALTH HEALTH CORPORATION 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Atria Senior Living, Inc. KY$167.1M · 0.24%
Tj Regional Health Inc. KY$83.2M · 0.38%
One Anesthesia, PLLC KY$76.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311118087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.