Retirement plan
DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN
DEACONESS HEALTH SYSTEM, INC.EIN 35-1532889Plan #004PY 2023
600 MARY STREET - EVANSVILLE, IN 47747812-450-5000deaconess.comLinkedIn5001-10000 employeeshospital & health care
Other plans on this EIN
3 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
SHERI BROWN
Signed 10/15/2024
Summary metrics
Total assets (EOY)
$19.8M
-0.7% from 2016
Total participants
685
-3.4% from 2016
Average account balance
$30,198
+3.5% from 2016
Annual return
14.48%
-5.04 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort4,033 peers
Snapshot2023
0
Participant deferral / active EE
$0
median $2,128
0
Employer contribution / active EE
$0
median $1,073
80
Participation rate
94.1%
median 68.7%
49
Avg account balance
$30,198
median $30,931
90
Admin fee / account holder
$7
median $121
26
Annual return
14.48%
median 16.99%
Overall peer rank
61of 100
61st percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$18.89M
Average account balance
Total assets / participants with a balance (line 6g)
$30K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
631
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
85.7%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.00%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$25
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,444 |
FIDELITY INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,913 |
FID INV INST OPS CO9+ years Service code 60 | Sub-TA Fees | $0 |
Top hat statement on fileNQDC
Filed October 23, 2014 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2L2M3H
Plan features
- 2LCode section 403(b)(1) arrangementPlan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
- 2MCode section 403(b)(7) accountsPlan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$4K
$9 / participant
- Recordkeeping$2K43.9%
- Investment mgmt$2K56.1%
% of EOY assets
0.022%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- BLUE & CO., LLC
- Auditor EIN
- 351178661
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified