Orleans Community Health 403(b) match, vesting and fees
What Orleans Community Health'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 | Unum Life Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Lumsden & Mccormick, 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Orleans Community Health: employer contribution per participant | $284 | |
| Peer median | $1,337 |
| Orleans Community Health: average balance | $30,325 | |
| Peer median | $35,764 |
| Orleans Community Health: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.32% |
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 $13.5M at the end of plan year 2021 to $18.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 607 | $18.4M | $172K | $284 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 616 | $12.5M | — | — | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 560 | $10.3M | — | — | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 505 | $13.5M | — | — | 0.30% | Not published | Form 5500 ↗ |
Other Orleans Community Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orleans Community Health Pension 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.
| Independent auditor | Lumsden & Mccormick, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Orleans Community Health match 401(k) contributions?
The match terms for the Orleans Community Health Retirement Savings 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $172K in employer contributions, about $284 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orleans Community Health 401(k) match vested?
The vesting schedule for the Orleans Community Health Retirement Savings 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orleans Community Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Unum Life Ins. Co. of America. The plan administrator is Orleans Community Health.
I left Orleans Community Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orleans Community Health, (585) 798-2000) or the recordkeeper, Unum Life Ins. Co. of America. The Orleans Community Health old 401(k) page lists the contacts from every plan filing. Find an old Orleans Community Health 401(k)
Data from the public Form 5500 annual reports Orleans Community Health 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 Orleans Community Health. Not financial advice. Report a correction · Methodology