Plan Ledger DOL Form 5500 · updated monthly

Community Hospital of San Bernardino403(b)

COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN · SAN BERNARDINO, CA · plan year 2022

Reported admin expense ratio · 2022
0.00%

Community Hospital of San Bernardino reported $75 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. 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 0.00% to 0.21%. 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 California (6,975th of 9,483), and 7,862nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,080,159
Participants with balances401
Active participants75
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$12,669
Benefits paid to participants$1,050,199
Plan auditUnmodified (clean) audit opinion
AuditorSWENSON CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 369 accts
2023$5.1M · 382 accts
2022$5.1M · 401 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$75
Total administrative$75
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
2024UNUM LIFE INS. CO. OF AMERICA
2023UNUM LIFE INS. CO. OF AMERICA

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

Administrative cost history3
2024$10,575 · 0.21%
2023$75 · 0.00%
2022$75 · 0.00%
Similar plansHealth Care & Social Assistance · California
Vasindas Around the Clock CA$5.1M · 0.94%
Psynergy Programs, Inc. CA$5.1M · 0.63%
United Medical Doctors CA$5.1M · 0.21%
Compass Family Services CA$5.0M · 0.80%
Families Forward CA$5.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.