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HEALTHWIN EMPLOYEES' 403(B) PLAN

Plan Contact

  • Address: 20531 DARDEN ROAD,SOUTH BEND,IN
  • Contact person: STEVE GAZDICK
  • Phone: (574) 272-0100

Plan General Information

HEALTHWIN EMPLOYEES' 403(B) PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of HEALTHWIN EMPLOYEES' 403(B) PLAN is $2,803,156.00.This plan was established in 2003.

HEALTHWIN EMPLOYEES' 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in HEALTHWIN EMPLOYEES' 403(B) PLAN is 345

HEALTHWIN EMPLOYEES' 403(B) PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for HEALTHWIN EMPLOYEES' 403(B) PLAN is $8,125.00

HEALTHWIN EMPLOYEES' 403(B) PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for HEALTHWIN EMPLOYEES' 403(B) PLAN is $1,245.00.

HEALTHWIN EMPLOYEES' 403(B) PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in HEALTHWIN EMPLOYEES' 403(B) PLAN is approximately $110.00
Investing in this additonal $110.00 for 20 years would give you extra $7,058.00, assuming a 10% annual return.

HEALTHWIN EMPLOYEES' 403(B) PLAN Total Employer Contribution and Match Rate

In 2019, HEALTHWIN EMPLOYEES' 403(B) PLAN allocates $38,048.00 to match its employees' contributions, providing an employer match rate of 17.71% of their contributions

HEALTHWIN EMPLOYEES' 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of HEALTHWIN EMPLOYEES' 403(B) PLAN is 11.18%.

HEALTHWIN EMPLOYEES' 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for HEALTHWIN EMPLOYEES' 403(B) PLAN is 19.11%. This measures the effectiveness of the plan participants' investments in the year.

HEALTHWIN EMPLOYEES' 403(B) PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of HEALTHWIN EMPLOYEES' 403(B) PLAN is 0.85%.

Enrollment Features

HEALTHWIN EMPLOYEES' 403(B) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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