Plan Ledger DOL Form 5500 · updated monthly

Ladd Memorial Hospital dba Osceola Medical Center403(b)

OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN · OSCEOLA, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Ladd Memorial Hospital dba Osceola Medical Center reported $53,606 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,539 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 2 years on file its reported administrative ratio rose from 0.29% to 0.33%. 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 955th-largest of 1,936 plans among Wisconsin employers on file, and the 4,076th of 11,911 in health care & social assistance. In 2024, employees put in $2.88 for every $1.00 the employer contributed; active participation has grown from 242 to 341 since 2022.

Plan summary
Net assets, end of year$17,392,211
Participants with balances380
Active participants341
Employer contributions$524,932
Employee contributions$1,512,712
Employer contribution per active participant$1,539
Average account balance$45,769
Benefits paid to participants$1,798,343
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 380 accts · $525K emplr
2023$15.4M · 344 accts · $412K emplr
2022$12.8M · 298 accts · $363K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,606
Total administrative$53,606
Employer contributions to the Ladd Memorial Hospital dba Osceola Medical Center plan · 2024
Employer contribution per active participant$1,539
Median for plans this size$2,416
2024$1,539 per active participant
2023$1,352 per active participant
2022$1,499 per active participant

Ladd Memorial Hospital dba Osceola Medical Center's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$53,356
LINCOLN NATIONAL CORPORATION · Contract administrator$250
RAYMOND JAMES FIN SVCS ADVISORS · Investment advisory (plan)indirect comp
THE RIVERGROUP ADMINISTRATION SERVI · Other servicesindirect 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$53,606 · 0.33%
2023$45,014 · 0.32%
2022$40,585 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
First Impressions, S.C. WI$17.8M · 0.33%
Management Select, LLC WI$17.7M · 0.23%
Independencefirst WI$17.5M · 0.10%
Unity Limited Partnership WI$17.2M · 0.35%
Caravel Autism Health, LLC WI$15.9M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390773970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.