Plan Ledger DOL Form 5500 · updated monthly

Memorial Hospital Association403(b)

MEMORIAL HOSPITAL EMPLOYEE'S TAX DEFERRED ANNUITY PLAN · CARTHAGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

Memorial Hospital Association reported $894 in plan administrative expenses for 2024: 0.01% 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 0.01%. 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 among the smaller plans on file in Illinois (2,193rd of 3,702), and the 5,060th of 11,911 in health care & social assistance. active participation has grown from 306 to 381 since 2022.

Plan summary
Net assets, end of year$12,343,996
Participants with balances280
Active participants381
Employer contributions—
Employee contributions$953,408
Employer contribution per active participant—
Average account balance$44,086
Benefits paid to participants$489,764
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 280 accts
2023$10.3M · 270 accts
2022$8.6M · 255 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$894
Total administrative$894
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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communicationindirect comp
LINCOLN NATIONAL CORPORATION · Contract administrator$894

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$894 · 0.01%
2023$562 · 0.01%
2022$266 · 0.00%
All plans at this employer2
MEMORIAL HOSPITAL EMPLOYEE'S PENSION PLANDefined-contribution plan
MEMORIAL HOSPITAL EMPLOYEE'S TAX DEFERRED ANNUITY PLAN403(b)
Same employer
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Kaskaskia Workshop, Inc. IL$12.5M · 0.50%
Lancaster LTD IL$12.4M · 0.15%
Edp of Illinois PC IL$12.4M · 0.75%
Kenneth Young Center IL$12.3M · 0.59%
Sinnissippi Centers, Inc. IL$12.3M · 0.24%
Rural Health, Inc. IL$12.3M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370684691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.