Plan Ledger DOL Form 5500 · updated monthly

Premier Health Partners403(b)

EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

Premier Health Partners reported $686,538 in plan administrative expenses for 2024: 0.13% of average plan assets, higher 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 0.02% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 95th-largest of 3,295 plans among Ohio employers on file, and the 301st of 11,911 in health care & social assistance. active participation has grown from 11,719 to 13,042 since 2022.

Plan summary
Net assets, end of year$570,824,870
Participants with balances13,756
Active participants13,042
Employer contributions—
Employee contributions$51,081,721
Employer contribution per active participant—
Average account balance$41,496
Benefits paid to participants$52,897,859
Plan auditUnmodified (clean) audit opinion
AuditorCLARK,SCHAEFER,HACKETT & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$570.8M · 13,756 accts
2023$504.9M · 13,323 accts
2022$428.1M · 12,964 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$631,745
Audit (IQPA)$15,500
Total administrative$686,538
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 · 20243
FID INV INST OPS CO · Recordkeeping · Loan processing$615,929
MERCER INVESTMENTS, LLC · Investment advisory (plan)$38,477
CLARK SCHAEFER HACKETT & CO · Accounting / audit$15,500

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

Recordkeeper by year2
2024Fidelity
2023Empower, Fidelity, Voya

This plan has changed recordkeepers within these filings. If you left Premier Health Partners before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$686,538 · 0.13%
2023$211,414 · 0.05%
2022$76,779 · 0.02%
All plans at this employer2
EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS403(b)
THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERSProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Aultman Health Foundation OH$826.0M · 0.10%
Uc Health, LLC OH$758.4M · 0.06%
Oakley Inc OH$655.6M · 0.12%
The Christ Hospital OH$522.5M · 0.12%
Akron General Health System OH$410.4M · 0.07%
Dayton Children's Hospital OH$352.1M · 0.12%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 311446699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.