Shands Teaching Hospital and Clinics 403(b) match, vesting and fees
What Shands Teaching Hospital and Clinics' 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.
| Independent auditor | James Moore & Company, Pl (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.
| Shands Teaching Hospital and Clinics: employer contribution per participant | — | |
| Peer median | $2,155 |
| Shands Teaching Hospital and Clinics: average balance | $40,044 | |
| Peer median | $66,935 |
| Shands Teaching Hospital and Clinics: admin expenses ÷ assets | 0.12% | |
| 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 $528M at the end of plan year 2021 to $625M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 15,926 | $625M | — | — | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 15,182 | $560M | — | — | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 14,378 | $480M | -$441 | -$0 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 13,656 | $528M | — | — | 0.13% | Not published | Form 5500 ↗ |
Other Shands Teaching Hospital and Clinics plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shands Health Care Matched Savings Account 401(a)
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 | James Moore & Co., Pl (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Shands Healthcare Pension Plan II
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 | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | James Moore & Company P.L. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Shands Teaching Hospital and Clinics match 401(k) contributions?
The match terms for the Shands Healthcare Matched Savings Account 403(b) have not been published from its filing yet.
When is the Shands Teaching Hospital and Clinics 401(k) match vested?
The vesting schedule for the Shands Healthcare Matched Savings Account 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shands Teaching Hospital and Clinics 401(k)?
The filing names Shands Teaching Hospital and Clinics, Inc. as plan administrator; it does not list a recordkeeper.
I left Shands Teaching Hospital and Clinics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shands Teaching Hospital and Clinics, Inc., (352) 265-0441). The Shands Teaching Hospital and Clinics old 401(k) page lists the contacts from every plan filing. Find an old Shands Teaching Hospital and Clinics 401(k)
Data from the public Form 5500 annual reports Shands Teaching Hospital and Clinics 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 Shands Teaching Hospital and Clinics. Not financial advice. Report a correction · Methodology