Stormont Vail Healthcare 403(b) match, vesting and fees
What Stormont Vail Healthcare'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 | Fidelity Invs Inst Op Co, Inc. | Schedule C ↗ |
| Independent auditor | Swindoll, Janzen, Hawk & Lloyd LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Stormont Vail Healthcare: employer contribution per participant | $2,590 | |
| Peer median | $1,895 |
| Stormont Vail Healthcare: average balance | $85,728 | |
| Peer median | $71,034 |
| Stormont Vail Healthcare: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.10% |
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 $354M at the end of plan year 2021 to $634M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,579 | $634M | $19.1M | $2,590 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 7,467 | $553M | $17.6M | $2,422 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 7,132 | $430M | $16.1M | $2,351 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 6,895 | $354M | $15.2M | $2,281 | 0.23% | Not published | Form 5500 ↗ |
Other Stormont Vail Healthcare plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stormont-Vail Healthcare 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 | Bt&Co., P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Stormont Vail Healthcare match 401(k) contributions?
The match terms for the Stormont-Vail Healthcare Employee 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $19.1M in employer contributions, about $2,590 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stormont Vail Healthcare 401(k) match vested?
The vesting schedule for the Stormont-Vail Healthcare Employee 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stormont Vail Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Invs Inst Op Co, Inc.. The plan administrator is Stormont Vail Healthcare.
I left Stormont Vail Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stormont Vail Healthcare, (785) 354-6000) or the recordkeeper, Fidelity Invs Inst Op Co, Inc.. The Stormont Vail Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Stormont Vail Healthcare 401(k)
Data from the public Form 5500 annual reports Stormont Vail Healthcare 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 Stormont Vail Healthcare. Not financial advice. Report a correction · Methodology