Plan Ledger DOL Form 5500 · updated monthly

Upmc Jameson Health System, Inc.403(b)

JAMESON HEALTH SYSTEM, INC. 403(B) PLAN · NEW CASTLE, PA · plan year 2023

Reported admin expense ratio · 2023
0.23%

Upmc Jameson Health System, Inc. reported $47,347 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. 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 0.20% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,493rd-largest of 3,651 plans among Pennsylvania employers on file, and the 3,563rd of 11,911 in health care & social assistance. active participation has shrunk from 390 to 274 since 2022.

Plan summary
Net assets, end of year$20,940,654
Participants with balances625
Active participants274
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$33,505
Benefits paid to participants$1,710,728
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 568 accts
2023$20.9M · 625 accts
2022$19.5M · 679 accts
Administrative expenses, itemized · 2023
Investment management$47,347
Total administrative$47,347
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 · 20231
GREAT-WEST ANNUITY INSURANCE$47,347

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$50,421 · 0.24%
2023$47,347 · 0.23%
2022$45,475 · 0.20%
Similar plansHealth Care & Social Assistance · Pennsylvania
Tri-Century Eye Care, P.C. PA$22.2M · 0.30%
Presbyterian Seniorcare PA$22.2M · 0.56%
Family Counseling Center PA$22.2M · 0.02%
Pennswood Village PA$20.8M · 0.19%
Garden Spot Village PA$20.7M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251536036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.