Employers › Adventist Health System Sunbelt Healthcare › plan 002
Recordkeeping fees per participant · Adventhealth Consolidated ERISA 403(b) Plan · plan year 2024
$31.54
Higher than 25% of the 5,847 plans $50 to 250M that report it.
= $60,075 / 1,905
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251126104904NAL0009228018001, received 2025-11-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251126104904NAL0009228018001, received 2025-11-26
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-11-26.
Administrative expenses excluding investment management, per participant
$52.14
Higher than 26% of the 8,758 plans $50 to 250M that report it.
= $99,329 / 1,905
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251126104904NAL0009228018001, received 2025-11-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251126104904NAL0009228018001, received 2025-11-26
Administrative expenses per participant
$53.64
Higher than 18% of the 9,042 plans $50 to 250M that report it.
= $102,188 / 1,905
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251126104904NAL0009228018001, received 2025-11-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251126104904NAL0009228018001, received 2025-11-26
Administrative expenses as a share of assets
0.085%
Higher than 32% of the 9,049 plans $50 to 250M that report it.
= $102,188 / $119,725,507
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251126104904NAL0009228018001, received 2025-11-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251126104904NAL0009228018001, received 2025-11-26
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
= $0 / 1,905
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251126104904NAL0009228018001, received 2025-11-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251126104904NAL0009228018001, received 2025-11-26
Employer share of total contributions
not reported
Not reported on this filing.
2K 401(m) arrangement · 2T default investment (QDIA) · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2L · 2M · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251126104904NAL0009228018001, received 2025-11-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Plan name | ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Sponsor EIN / plan number | 59-2170012 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Sponsor location | ALTAMONTE SPRINGS, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Industry (business code) | 622000, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Filing received | 2025-11-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Participants, beginning of year | 2,627 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Active participants | 1,804 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Participants, end of year | 2,410 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Participants with an account balance | 1,905 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Total assets, beginning of year | $74,286,415 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Total assets, end of year | $119,725,507 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Net assets, end of year | $119,725,507 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Total income | $16,182,375 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Net income | $-5,537,260 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Participant contributions | $0 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Total contributions | $0 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Benefit payments | $21,603,333 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Total expenses (incl. benefit payments) | $21,719,635 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Total administrative expenses | $102,188 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Recordkeeping fees | $60,075 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| IQPA audit fees | $19,297 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Investment advisory and management fees | $2,859 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Administrative expenses excluding investment management | $99,329 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Held in mutual funds | $110,885,983 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251126104904NAL0009228018001, received 2025-11-26 |
| Independent auditor | PKF O'CONNOR DAVIES, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251126104904NAL0009228018001, received 2025-11-26 |
Position = column in the DOL layout for form year 2024. Filing 20251126104904NAL0009228018001, received 2025-11-26.
| 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; 99 Other fees | $60,075 | yes |
| MERRILL LYNCH | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $19,958 | no |
| SMITH & DOWNEY | ATTORNEY/LEGAL | 29 Legal | $19,297 | 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 20251126104904NAL0009228018001, received 2025-11-26.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $74,286,415 | $119,725,507 | 61.2% |
| Participants with a balance | 2,583 | 1,905 | -26.2% |
| Administrative expenses | $303,780 | $102,188 | -66.4% |
| Recordkeeping fees per participant | $117.14 | $31.54 | -73.1% |
| Employer contributions | $0 | $0 |
Prior filing 20250605095113NAL0009046723001, received 2025-06-05; the plan years are contiguous.