Premier Health Partners 403(b) match, vesting and fees
What Premier Health Partners' 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Clark,schaefer,hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Premier Health Partners: employer contribution per participant | — | |
| Peer median | $2,155 |
| Premier Health Partners: average balance | $41,496 | |
| Peer median | $66,935 |
| Premier Health Partners: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.08% |
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 $505M at the end of plan year 2023 to $571M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 15,445 | $571M | — | — | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 14,922 | $505M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other Premier Health Partners plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Employer Retirement Savings Plan - Premier Health Partners
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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Premier Health Partners 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.
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Premier Health Partners match 401(k) contributions?
The match terms for the Employee Retirement Savings Plan - Premier Health Partners have not been published from its filing yet.
When is the Premier Health Partners 401(k) match vested?
The vesting schedule for the Employee Retirement Savings Plan - Premier Health Partners is not in the data published so far. Your Summary Plan Description states it.
Who manages the Premier Health Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Premier Health Partners.
I left Premier Health Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Premier Health Partners, (937) 499-5417) or the recordkeeper, Fid Inv Inst Ops Co. The Premier Health Partners old 401(k) page lists the contacts from every plan filing. Find an old Premier Health Partners 401(k)
Data from the public Form 5500 annual reports Premier Health Partners 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 Premier Health Partners. Not financial advice. Report a correction · Methodology