Plan Ledger DOL Form 5500 · updated monthly

Southeastern Indiana Medical Holdings, Inc.401(k)

COLUMBUS REGIONAL HEALTH SYSTEM SERVICES 401(K) PLAN · COLUMBUS, IN · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Southeastern Indiana Medical Holdings, Inc. reported $60,568 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,649 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 0.217%. 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 434th-largest of 1,562 plans among Indiana employers on file, and the 2,813th of 11,911 in health care & social assistance. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,504,826
Participants with balances537
Active participants287
Employer contributions$1,047,256
Employee contributions$1,471,886
Employer contribution per active participant$3,649
Average account balance$54,944
Benefits paid to participants$2,539,378
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 537 accts · $1.0M emplr
2023$26.3M · 294 accts · $1.0M emplr
2022$20.3M · 447 accts · $886K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,468
Audit (IQPA)$23,100
Total administrative$60,568
The Southeastern Indiana Medical Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,649
Median for plans this size$2,416
2024$3,649 per active participant
2023$3,424 per active participant
2022$3,369 per active participant

Southeastern Indiana Medical Holdings, Inc.'s 2024 employer contribution ran above 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$37,468
FORVIS MAZARS · Accounting / audit$23,100

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$60,568 · 0.22%
2023$46,125 · 0.20%
2022$47,811 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Valley Oaks Health, Inc. IN$31.9M · 0.31%
Aspire Indiana Inc. IN$28.9M · 0.13%
Orthopaedic Associates Inc. IN$27.3M · 0.52%
Hamilton Center, Inc. IN$26.4M · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 352103592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.