Employers › Adventist Health System Sunbelt Healthcare › plan 001
Recordkeeping fees per participant · Adventhealth Consolidated ERISA 401(a) Plan · plan year 2024
$28.11
Higher than 24% of the 1,697 plans $250M to 1B that report it.
= $111,673 / 3,973
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-12-01.
Administrative expenses excluding investment management, per participant
$39.24
Higher than 22% of the 2,324 plans $250M to 1B that report it.
= $155,911 / 3,973
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01
Administrative expenses per participant
$39.81
Higher than 15% of the 2,405 plans $250M to 1B that report it.
= $158,176 / 3,973
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01
Administrative expenses as a share of assets
0.048%
Higher than 31% of the 2,407 plans $250M to 1B that report it.
= $158,176 / $332,419,145
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251201141738NAL0022796562001, received 2025-12-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251201141738NAL0022796562001, received 2025-12-01
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
= $0 / 3,973
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01
Employer share of total contributions
not reported
Not reported on this filing.
2T default investment (QDIA) · 3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251201141738NAL0022796562001, received 2025-12-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Plan name | ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Sponsor EIN / plan number | 59-2170012 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Sponsor location | ALTAMONTE SPRINGS, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Industry (business code) | 622000, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Filing received | 2025-12-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Participants, beginning of year | 262 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Active participants | 3,853 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Participants, end of year | 4,315 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Participants with an account balance | 3,973 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Total assets, beginning of year | $3,030,037 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Total assets, end of year | $332,419,145 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Net assets, end of year | $332,419,145 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Total income | $36,992,700 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Net income | $8,398,133 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Participant contributions | $0 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Total contributions | $0 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Benefit payments | $27,870,601 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Total expenses (incl. benefit payments) | $28,594,567 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Total administrative expenses | $158,176 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Recordkeeping fees | $111,673 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Investment advisory and management fees | $2,265 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Administrative expenses excluding investment management | $155,911 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Held in mutual funds | $313,440,614 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251201141738NAL0022796562001, received 2025-12-01 |
| Independent auditor | PKF O'CONNOR DAVIES, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251201141738NAL0022796562001, received 2025-12-01 |
Position = column in the DOL layout for form year 2024. Filing 20251201141738NAL0022796562001, received 2025-12-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees; 99 Other fees | $112,547 | yes |
| MERRILL LYNCH RETIREMENT | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $32,385 | no |
| PFF O'CONNOR DAVIES, LLP | ACCOUNTANT/AUDITOR | 29 Legal | $6,225 | no |
| SMITH & DOWNEY | ATTORNEY/LEGAL | 29 Legal | $5,328 | no |
| WEALTH MANAGEMENT SYSTEMS INC | NONE | 49 Other services | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251201141738NAL0022796562001, received 2025-12-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,030,037 | $332,419,145 | 10870.8% |
| Participants with a balance | 259 | 3,973 | 1434.0% |
| Administrative expenses | $1,733 | $158,176 | 9027.3% |
| Recordkeeping fees per participant | $6.65 | $28.11 | 322.5% |
| Employer contributions | $0 | $0 |
Prior filing 20250530143857NAL0008183089001, received 2025-05-30; the plan years are contiguous.