Caribou Medical Center Plan 401(k) match, vesting and fees
What Caribou Medical Center Plan's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Dza PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Caribou Medical Center Plan: employer contribution per participant | $4,316 | |
| Peer median | $1,468 |
| Caribou Medical Center Plan: average balance | $83,794 | |
| Peer median | $37,786 |
| Caribou Medical Center Plan: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.1M at the end of plan year 2023 to $14.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 241 | $14.2M | $734K | $4,316 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 210 | $12.1M | $650K | $3,891 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Caribou Medical Center Plan match 401(k) contributions?
The match terms for the Caribou Medical Center Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $734K in employer contributions, about $4,316 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caribou Medical Center Plan 401(k) match vested?
The vesting schedule for the Caribou Medical Center Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caribou Medical Center Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Caribou Medical Center Plan.
I left Caribou Medical Center Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Caribou Medical Center Plan, (208) 547-2794) or the recordkeeper, Principal Life Insurance Company. The Caribou Medical Center Plan old 401(k) page lists the contacts from every plan filing. Find an old Caribou Medical Center Plan 401(k)
Data from the public Form 5500 annual reports Caribou Medical Center Plan filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Caribou Medical Center Plan. Not financial advice. Report a correction · Methodology