UNION HEALTH 403(B)RETIREMENT PLAN
Plan Contact
- Address: 1606 NORTH SEVENTH STREET,TERRE HAUTE,IN
- Contact person: MATTHEW NEALON
- Phone: (812) 238-7654
Plan General Information
UNION HEALTH 403(B)RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UNION HEALTH 403(B)RETIREMENT PLAN is $203,307,583.00.This plan was established in 1997.
UNION HEALTH 403(B)RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UNION HEALTH 403(B)RETIREMENT PLAN is 4734
UNION HEALTH 403(B)RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UNION HEALTH 403(B)RETIREMENT PLAN is $42,946.00
UNION HEALTH 403(B)RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UNION HEALTH 403(B)RETIREMENT PLAN is $3,509.00.
UNION HEALTH 403(B)RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UNION HEALTH 403(B)RETIREMENT PLAN is approximately $1,497.00
Investing in this additonal $1,497.00 for 20 years would give you extra $95,841.00, assuming a 10% annual return.
Investing in this additonal $1,497.00 for 20 years would give you extra $95,841.00, assuming a 10% annual return.
UNION HEALTH 403(B)RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, UNION HEALTH 403(B)RETIREMENT PLAN allocates $7,089,240.00 to match its employees' contributions, providing an employer match rate of 44.16% of their contributions
UNION HEALTH 403(B)RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UNION HEALTH 403(B)RETIREMENT PLAN is 23.88%.
UNION HEALTH 403(B)RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UNION HEALTH 403(B)RETIREMENT PLAN is 17.19%. This measures the effectiveness of the plan participants' investments in the year.
UNION HEALTH 403(B)RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UNION HEALTH 403(B)RETIREMENT PLAN is 0.17%.
Enrollment Features
UNION HEALTH 403(B)RETIREMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
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