Osf Healthcare System 403(b) match, vesting and fees
What Osf Healthcare System'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 | Midland States Bank | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Osf Healthcare System: employer contribution per participant | $2,060 | |
| Peer median | $1,358 |
| Osf Healthcare System: average balance | $99,730 | |
| Peer median | $44,442 |
| Osf Healthcare System: admin expenses ÷ assets | 0.09% | |
| 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 were $106M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,163 | $106M | $2.2M | $2,060 | 0.09% | Not published | Form 5500 ↗ |
Other Osf Healthcare System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Institute of Physical Medicine and Rehabilitation Employees' 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Osf Healthcare System match 401(k) contributions?
The match terms for the Katherine Shaw Bethea Hospital Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $2,060 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Osf Healthcare System 401(k) match vested?
The vesting schedule for the Katherine Shaw Bethea Hospital Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Osf Healthcare System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Midland States Bank. The plan administrator is Osf Healthcare System.
I left Osf Healthcare System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Osf Healthcare System, (309) 655-2850) or the recordkeeper, Midland States Bank. The Osf Healthcare System old 401(k) page lists the contacts from every plan filing. Find an old Osf Healthcare System 401(k)
Data from the public Form 5500 annual reports Osf Healthcare System 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 Osf Healthcare System. Not financial advice. Report a correction · Methodology