Columbia Lutheran Charities DBA Columbia Memorial Hospital 403(b) match, vesting and fees
What Columbia Lutheran Charities DBA Columbia Memorial Hospital's 403(b) 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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Columbia Lutheran Charities DBA Columbia Memorial Hospital: employer contribution per participant | — | |
| Peer median | $1,358 |
| Columbia Lutheran Charities DBA Columbia Memorial Hospital: average balance | $47,354 | |
| Peer median | $44,442 |
| Columbia Lutheran Charities DBA Columbia Memorial Hospital: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.21% |
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 $42.2M at the end of plan year 2021 to $51.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,101 | $51.1M | — | — | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 1,041 | $44.7M | $3,990 | $4 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 998 | $36.6M | — | — | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 937 | $42.2M | — | — | 0.31% | Not published | Form 5500 ↗ |
Other Columbia Lutheran Charities DBA Columbia Memorial Hospital plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Columbia Memorial Hospital Tsa/Thrift Plan and Trust
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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Columbia Memorial Hospital Retirement Plan
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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Columbia Lutheran Charities DBA Columbia Memorial Hospital match 401(k) contributions?
The match terms for the Columbia Memorial Hospital 403(b) Tax Deferred Annuity have not been published from its filing yet.
When is the Columbia Lutheran Charities DBA Columbia Memorial Hospital 401(k) match vested?
The vesting schedule for the Columbia Memorial Hospital 403(b) Tax Deferred Annuity is not in the data published so far. Your Summary Plan Description states it.
Who manages the Columbia Lutheran Charities DBA Columbia Memorial Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Columbia Lutheran Charities DBA Columbia Memorial Hospital.
I left Columbia Lutheran Charities DBA Columbia Memorial Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Columbia Lutheran Charities DBA Columbia Memorial Hospital, (503) 325-4321) or the recordkeeper, Principal Life Insurance Company. The Columbia Lutheran Charities DBA Columbia Memorial Hospital old 401(k) page lists the contacts from every plan filing. Find an old Columbia Lutheran Charities DBA Columbia Memorial Hospital 401(k)
Data from the public Form 5500 annual reports Columbia Lutheran Charities DBA Columbia Memorial Hospital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Columbia Lutheran Charities DBA Columbia Memorial Hospital. Not financial advice. Report a correction · Methodology