Union Hospital 403(b) match, vesting and fees
What Union Hospital'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Blue & Co., 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Union Hospital: employer contribution per participant | $1,615 | |
| Peer median | $1,358 |
| Union Hospital: average balance | $47,009 | |
| Peer median | $44,442 |
| Union Hospital: admin expenses ÷ assets | 0.16% | |
| 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 went from $203M at the end of plan year 2023 to $233M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,145 | $233M | $8M | $1,615 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 4,813 | $203M | $7.1M | $1,501 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Union Hospital match 401(k) contributions?
The match terms for the Union Health 403(B)retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $8M in employer contributions, about $1,615 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Union Hospital 401(k) match vested?
The vesting schedule for the Union Health 403(B)retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Union Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Union Hospital, Inc..
I left Union Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Union Hospital, Inc., (812) 238-7654) or the recordkeeper, Fid Inv Inst Ops Co. The Union Hospital old 401(k) page lists the contacts from every plan filing. Find an old Union Hospital 401(k)
Data from the public Form 5500 annual reports Union Hospital 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 Union Hospital. Not financial advice. Report a correction · Methodology