Plan Ledger DOL Form 5500 · updated monthly

St. Luke Community Hospital and Nursing Home403(b)

ST. LUKE COMMUNITY HOSPITAL AND NURSING HOME 403(B) PLAN · RONAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

St. Luke Community Hospital and Nursing Home reported $56,042 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,989 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 0.243%. 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 62nd-largest of 229 plans among Montana employers on file, and the 3,261st of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,924,685
Participants with balances563
Active participants380
Employer contributions$755,783
Employee contributions$953,426
Employer contribution per active participant$1,989
Average account balance$42,495
Benefits paid to participants$2,764,541
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 563 accts · $756K emplr
2023$22.3M · 561 accts · $753K emplr
2022$20.5M · 565 accts · $719K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,042
Total administrative$56,042
Employer contributions to the St. Luke Community Hospital and Nursing Home plan · 2024
Employer contribution per active participant$1,989
Median for plans this size$2,416
2024$1,989 per active participant
2023$2,177 per active participant
2022$2,020 per active participant

St. Luke Community Hospital and Nursing Home's 2024 employer contribution ran below 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 · 20245
NATIONWIDE · Recordkeeping · Other services$52,181
NATIONAL BENEFIT SERVICES, LLC · Recordkeeping · Other services$21,585
PROACCOUNT · Investment advisory (participants)$33,826
CERTA ADVISOR NETWORKS LLC · Investment advisory (participants)indirect comp
RELIASTAR LIFE INSURANCE COMPANYindirect comp

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

Recordkeeper by year2
2024NATIONAL BENEFIT SERVICES, LLC, Nationwide
2023NATIONAL BENEFIT SERVICES, LLC, Nationwide

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

Administrative cost history3
2024$56,042 · 0.24%
2023$51,124 · 0.24%
2022$52,970 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Glendive Medical Center MT$30.4M · 0.50%
Ortho Montana, PSC MT$30.1M · 0.60%
Northern Montana Hospital MT$18.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810221486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.