Retirement plan
PREMIER HEALTH PARTNERS EMPLOYEES RETIREMENT PLAN
PREMIER HEALTH PARTNERSEIN 31-1446699Plan #001PY 2024
110 N. MAIN STREET, SUITE 1100 - DAYTON, OH 45402937-499-5417premierhealth.comLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filingsProspect flagsLow returnsLow employer contribution
Filing contacts
From the Form 5500, federal recordPlan administrator entity
STACEY LAWSON,CHIEF HUMAN RESOURCE OFFICER
EIN 311446699
Summary metrics
Total assets (EOY)
$415.3M
-3.0% from 2016
Total participants
14,944
-2.0% from 2016
Average account balance
$0
No prior year
Annual return
0.21%
-9.18 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort186 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $247
16
Employer contribution / active EE
$2,529
median $6,320
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
10
Annual return
0.21%
median 6.71%
Overall peer rank
13of 100
13th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$415.26M
Average account balance
Total assets / participants with a balance (line 6g)
$28K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5,057
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$25.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$3K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.21%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 9 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $1,831,469 |
LEGAL & GENERAL8 years Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $483,799 |
WELLINGTON TRUST COMPANY9 years Service code 28 · EIN 04-2755549 | Investment Management | $360,437 |
MERCER9 years Service code 16 99 HIGH STREET · BOSTON, MA 02110 | Consulting | $203,843 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $128,212 |
STATE STREET BANK & TRUST10+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $117,616 |
FROST BROWN TODD LLC10+ years Service code 29 · EIN 61-0722001 | Legal | $51,285 |
Service code 10 · EIN 31-0800053 | Accounting | $18,000 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $16,093 |
Enrolled actuary
1 attachment
SB
JASON M. BRAVO
AON CONSULTING, INC.
Enrollment #2305569
MSC# 17854
PO BOX 7505
FORT WASHINGTON, PA 19034
(216) 430-4732
Signed 2025-09-10
Plan features & details
Pension benefit codes1A1C
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
Opportunity flags
2 tripped
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
Expense breakdown
Schedule H Part II
Admin total
$9.7M
$981 / participant
- Trustee / custodial$118K1.2%
- Investment mgmt$989K10.2%
- Legal$51K0.5%
- Actuarial$2M18.9%
- Contract admin$204K2.1%
- Other / not subdivided$7M67.1%
% of EOY assets
2.336%
all-in expense ratio
Categories reported
5 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- CLARK, SCHAEFER, HACKETT & CO.
- Auditor EIN
- 310800053
- Audit fees
- $18,000
- Opinion code
- Unqualified