Plan Ledger DOL Form 5500 · updated monthly

Sarah Bush Lincoln Health Center403(b)

SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN · MATTOON, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Sarah Bush Lincoln Health Center reported $144,799 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $1,715 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 3 years on file its reported administrative ratio has held roughly steady near 0.045%. 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 216th-largest of 3,702 plans among Illinois employers on file, and the 440th of 11,911 in health care & social assistance. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has grown from 2,744 to 3,436 since 2022.

Plan summary
Net assets, end of year$344,132,621
Participants with balances3,720
Active participants3,436
Employer contributions$5,891,138
Employee contributions$19,429,989
Employer contribution per active participant$1,715
Average account balance$92,509
Benefits paid to participants$24,355,962
Plan auditUnmodified (clean) audit opinion
AuditorBLUE CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$344.1M · 3,720 accts · $5.9M emplr
2023$294.6M · 3,450 accts · $5.4M emplr
2022$241.3M · 3,065 accts · $5.0M emplr
The Sarah Bush Lincoln Health Center 401(k) match · 2024
Employer contribution per active participant$1,715
Median for plans this size$4,294
2024$1,715 per active participant
2023$1,724 per active participant
2022$1,833 per active participant

Sarah Bush Lincoln Health Center's 2024 employer contribution ran below the $4,294 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
FIRST MID WEALTH MANAGEMENT · Investment advisory (participants)$300,610
PARKER POE ATTORNEYS AT LAW · Legal$8,608
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$144,799 · 0.05%
2023$192,086 · 0.07%
2022$124,681 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Option Care Health, Inc. IL$412.6M · 0.13%
Athletico, LTD. IL$410.3M · 0.11%
Blessing Corporate Services IL$380.8M · 0.08%
Carle Holding Company, Inc. IL$329.6M · 0.09%
Rush Copley Medical Center IL$312.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237098532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.