Union Health 403(b)retirement Plan
Sponsored by Union Hospital, Inc. · EIN 350876396 · Plan #006
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 3,369
- With balances
- 4,953
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Axia Advisory, Llc CRD 107571 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Recordkeeping fees | $263,696 |
| Axia Advisory Corporation | Investment advisory (plan), Investment management fees (direct) | $75,498 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $275 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $200 |