Trinidad Area Health Association 403(b) match, vesting and fees
What Trinidad Area Health Association'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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Stockman Kast Ryan & Co. 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.
| Trinidad Area Health Association: employer contribution per participant | $0 | |
| Peer median | $1,468 |
| Trinidad Area Health Association: average balance | $62,849 | |
| Peer median | $37,786 |
| Trinidad Area Health Association: admin expenses ÷ assets | 0.14% | |
| 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 $7.2M at the end of plan year 2021 to $9.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 257 | $9.2M | $0 | $0 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 276 | $7.9M | $0 | $0 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 281 | $6.5M | $0 | $0 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 274 | $7.2M | $0 | $0 | 0.05% | Not published | Form 5500 ↗ |
Other Trinidad Area Health Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mt. San Rafael Hospital Matching 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.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Stockman Kast Ryan & Co. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Trinidad Area Health Association match 401(k) contributions?
The match terms for the Mt. San Rafael Hospital Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trinidad Area Health Association 401(k) match vested?
The vesting schedule for the Mt. San Rafael Hospital Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trinidad Area Health Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Trinidad Area Health Association.
I left Trinidad Area Health Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trinidad Area Health Association, (719) 846-9213) or the recordkeeper, American United Life Insurance Co. The Trinidad Area Health Association old 401(k) page lists the contacts from every plan filing. Find an old Trinidad Area Health Association 401(k)
Data from the public Form 5500 annual reports Trinidad Area Health Association 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 Trinidad Area Health Association. Not financial advice. Report a correction · Methodology