Osceola Community Hosptial 403(b) match, vesting and fees
What Osceola Community Hosptial'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 | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Eide Bailly 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Osceola Community Hosptial: employer contribution per participant | $1,207 | |
| Peer median | $1,468 |
| Osceola Community Hosptial: average balance | $34,628 | |
| Peer median | $37,786 |
| Osceola Community Hosptial: admin expenses ÷ assets | 0.88% | |
| 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 $5.4M at the end of plan year 2021 to $4.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 143 | $4.3M | $151K | $1,207 | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 137 | $4.5M | $143K | $1,172 | 0.90% | Not published | Form 5500 ↗ |
| 2022 | 153 | $3.9M | $146K | $1,098 | 0.62% | Not published | Form 5500 ↗ |
| 2021 | 151 | $5.4M | $31K | $280 | 0.28% | Not published | Form 5500 ↗ |
Other Osceola Community Hosptial plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Osceola Community Hospital Inc. Employees 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.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Osceola Community Hosptial match 401(k) contributions?
The match terms for the Osceola Community Hospital Inc. Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $151K in employer contributions, about $1,207 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Osceola Community Hosptial 401(k) match vested?
The vesting schedule for the Osceola Community Hospital Inc. Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Osceola Community Hosptial 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is The Finway Group, LLC.
I left Osceola Community Hosptial. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Finway Group, LLC, (515) 226-0974) or the recordkeeper, Empower Annuity Ins. Co. of America. The Osceola Community Hosptial old 401(k) page lists the contacts from every plan filing. Find an old Osceola Community Hosptial 401(k)
Data from the public Form 5500 annual reports Osceola Community Hosptial 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 Osceola Community Hosptial. Not financial advice. Report a correction · Methodology