Plan Ledger DOL Form 5500 · updated monthly

Erlanger Health System403(b)

ERLANGER HEALTH 403(B) RETIREMENT SAVINGS PLAN · CHATTANOOGA, TN · plan year 2023

Reported admin expense ratio · 2023
0.07%

Erlanger Health System reported $172,606 in plan administrative expenses for 2023: 0.07% 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 82nd-largest of 1,496 plans among Tennessee employers on file, and the 573rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$236,963,285
Participants with balances5,586
Active participants7,274
Employer contributions—
Employee contributions$21,964,824
Employer contribution per active participant—
Average account balance$42,421
Benefits paid to participants$17,406,262
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON, HICKEY & MURCHISON, P.C
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$170,681
Total administrative$172,606
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$129,202

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

Administrative cost history1
2023$172,606 · 0.07%
All plans at this employer2
ERLANGER HEALTH 401(A) RETIREMENT SAVINGS PLAN401(k)
ERLANGER HEALTH 403(B) RETIREMENT SAVINGS PLAN403(b)
Same employer
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Wellpath Holdings, Inc. TN$285.8M · 0.28%
Qhccs, LLC TN$285.6M · 0.15%
Specialtycare, Inc. TN$241.4M · 0.12%
Amsurg, LLC TN$225.8M · 0.10%
Phymed Management, LLC TN$203.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883616696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.