Department of Labor filing

CARLINVILLE AREA HOSPITAL ASSOCIATION

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN · For the plan year ended Jul 31, 2025

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Public filing 2024 · received Jul 16, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,376

Reported employer contributions per active participant.

Higher than about 74% of comparable plans

#People in the filing

266

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$209 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 27% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $1,674 · based on 190 comparable plans

Lower reported administrative expense27th percentileTypical peer $140 · based on 202 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jul 31, 2025, CARLINVILLE AREA HOSPITAL ASSOCIATION reported $631,891 in employer contributions across the plan and 266 active participants. That works out to $2,376 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy82%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $631,891
Participant contributions: $1,036,918
Other contributions: $130,692
Employer share of reported contributions: 37.9%
Beginning assets: $11,716,169
Ending assets: $14,103,462
Ending net assets: $14,103,462
Ending liabilities: $0
Total income: $3,332,700
Total expenses: $945,407
Administrative expenses: $66,327
Participant loans: $142,765

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,880

2023

$2,207

2024

$2,376

Plan-paid administrative expenses per participant

2022

$208

2023

$201

2024

$209

Active participants

2022

226

2023

252

2024

266

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,376	266	14.1M	20260716112349NAL0004308273001
2023	$2,207	252	11.7M	20250515144301NAL0013494291001
2022	$1,880	226	10.5M	20240515141532NAL0048464752001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 370645239-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 1986
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D2T

Current plan terms

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Filing ACK_ID20260716112349NAL0004308273001

Data sourceDOL Form 5500 bulk data ↗

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