Retirement plan

JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Name: JEFFERSON HOSPITAL ASSOCIATION, INC - JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: JEFFERSON HOSPITAL ASSOCIATION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN, JEFFERSON HOSPITAL ASSOCIATION, INC

JEFFERSON HOSPITAL ASSOCIATION, INCEIN 71-0329353Plan #003PY 2024

1600 WEST 40TH AVENUE - PINE BLUFF, AR 71603870-541-7100LinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$4.4M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 30, 1992

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.

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Total assets (EOY)

$130.1M

+10.9% from 2023

Total participants

2,031

-25.3% from 2023

Average account balance

$66,693

+54.6% from 2023

Annual return

13.88%

-6.65 pp from 2023

Benchmarks

See 1,429 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,429 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$130.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,950

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$196

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
SIMMONS BANK1 year Filed as: SIMMONS BANK INSTITUTIONAL WEALTH Service code 26 · EIN 71-0162300 501 MAIN STREET · PINE BLUFF, AR 71601	Advisory (Participants)	$260,273
PCS RETIREMENT, LLC4 years Service code 37 9460 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008	Loan Processing	$38,177
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$36,229
MATRIX TRUST COMPANY6 years Filed as: MATRIX Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202	Securities Custodian	$33,863
SOUTHEASTERN EMPLOYEE BENEFIT SERVI6 years Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586	Recordkeeping	$11,962
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$963

Plan features & details

Pension benefit codes2E2G2J2K2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$382K

$252 / participant

Contract admin$382K100.0%

% of EOY assets

0.293%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,693

$53,204+25.4%

$155,556-57.1%

$200,096-66.7%

Participation rate

94.7%

64.1%+30.6pp

78.2%+16.4pp

72.0%+22.6pp

Annual return

13.88%

41.02%-27.1pp

64.84%-51.0pp

34.26%-20.4pp

Employer contribution / active EE

$2,111

$1,850+14.1%

$4,675-54.9%

$3,038-30.5%

Participant deferral / active EE

$3,746

$3,163+18.4%

$5,631-33.5%

$5,090-26.4%

Admin fee / account holder

$196

$186+5.3%

$15,885-98.8%

$269-27.3%

Provider

Service type

Compensation

SIMMONS BANK1 year

Filed as: SIMMONS BANK INSTITUTIONAL WEALTH

Service code 26 · EIN 71-0162300

501 MAIN STREET · PINE BLUFF, AR 71601

Advisory (Participants)

$260,273

PCS RETIREMENT, LLC4 years

Service code 37

9460 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008

Loan Processing

$38,177

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$36,229

MATRIX TRUST COMPANY6 years

Filed as: MATRIX

Service code 19

717 17TH STREET SUITE 1300 · DENVER, CO 80202

Securities Custodian

$33,863

SOUTHEASTERN EMPLOYEE BENEFIT SERVI6 years

Filed as: SOUTHEASTERN EMPLOYEE BENEFITS

Service code 15

1175 JOHN STREET · WEST HENRIETTA, NY 14586

Recordkeeping

$11,962

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$963

JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion