Plan Ledger DOL Form 5500 · updated monthly

Community Health Partners, Inc.403(b)

COMMUNITY HEALTH PARTNERS, INC. 403(B) TAX-DEFERRED PLAN · LIVINGSTON, MT · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Community Health Partners, Inc. reported $9,471 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,437 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 3 years on file its reported administrative ratio has held roughly steady near 0.151%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (165th of 229), and 7,445th of 11,911 in health care & social assistance. In 2022, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,838,210
Participants with balances159
Active participants150
Employer contributions$215,481
Employee contributions$434,237
Employer contribution per active participant$1,437
Average account balance$36,718
Benefits paid to participants$700,440
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$118 · $81K emplr
2023$5.8M · 125 accts · $219K emplr
2022$5.8M · 159 accts · $215K emplr
Administrative expenses, itemized · 2022
Investment management$9,471
Total administrative$9,471
Employer contributions to the Community Health Partners, Inc. plan · 2022
Employer contribution per active participant$1,437
Median for plans this size$1,114
2023$1,405 per active participant
2022$1,437 per active participant

Community Health Partners, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$4,352 · 0.15%
2023$8,134 · 0.14%
2022$9,471 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Beartooth Billings Clinic MT$7.3M · 0.24%
Pureview Health Center MT$5.3M · 0.60%
Rimrock Foundation MT$4.7M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841420492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.