Plan Ledger DOL Form 5500 · updated monthly

Roseland Community Hospital403(b)

ROSELAND COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Roseland Community Hospital reported $47,873 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $486 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 0.38% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,582nd of 3,702), and 6,381st of 11,911 in health care & social assistance. In 2024, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,159,655
Participants with balances337
Active participants423
Employer contributions$205,521
Employee contributions$586,643
Employer contribution per active participant$486
Average account balance$24,213
Benefits paid to participants$192,398
Plan auditUnmodified (clean) audit opinion
AuditorLOPEZ & COMPANY CPAS, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 337 accts · $206K emplr
2023$7.0M · 182 accts · $162K emplr
2022$6.5M · 188 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,873
Total administrative$47,873
Employer contributions to the Roseland Community Hospital plan · 2024
Employer contribution per active participant$486
Median for plans this size$1,313
2024$486 per active participant
2023$361 per active participant
2022$245 per active participant

Roseland Community Hospital's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$29,605
CORRELL CO · Contract administrator · Other services$18,271
ROYAL ALLIANCE ASSOCIATES INC · Investment advisory (plan)indirect 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$47,873 · 0.63%
2023$29,865 · 0.44%
2022$28,999 · 0.38%
All plans at this employer2
ROSELAND COMMUNITY HOSPITAL EMPLOYEES' PENSION PLANMoney purchase plan
ROSELAND COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN403(b)
Similar plansHealth Care & Social Assistance · Illinois
Magna Health Systems, LLC IL$8.2M · 0.23%
Insight Chicago IL$8.1M · 0.20%
Plymouth Place, Inc. IL$8.1M · 0.18%
Eden Senior Care LLC IL$8.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361703630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.