Plan Ledger DOL Form 5500 · updated monthly

Union Hospital Association403(b)

UNION HOSPITAL 403(B) SAVINGS PLAN · DOVER, OH · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Union Hospital Association reported $41,176 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,627 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 1 year on file its reported administrative ratio fell from 0.10% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 435th-largest of 3,295 plans among Ohio employers on file, and the 1,273rd of 11,911 in health care & social assistance. In 2023, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$82,059,802
Participants with balances1,211
Active participants1,193
Employer contributions$3,134,043
Employee contributions$4,668,526
Employer contribution per active participant$2,627
Average account balance$67,762
Benefits paid to participants$5,727,130
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $629K emplr
2023$82.1M · 1,211 accts · $3.1M emplr
2022$67.5M · 1,147 accts · $2.8M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,794
Investment management$5,898
Audit (IQPA)$7,096
Total administrative$41,176
Employer contributions to the Union Hospital Association plan · 2023
Employer contribution per active participant$2,627
Median for plans this size$3,659
2023$2,627 per active participant
2022$2,503 per active participant

Union Hospital Association's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,465
CBIZ CPAS P.C. · Accounting / audit$7,096
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,898

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

Administrative cost history3
2024Not separately reported
2023$41,176 · 0.06%
2022$71,246 · 0.10%
All plans at this employer2
UNION HOSPITAL 403(B) SAVINGS PLAN403(b)
UNION HOSPITAL MONEY PURCHASE RETIREMENT PLANMoney purchase plan
Similar plansHealth Care & Social Assistance · Ohio

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340714771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.