MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 135 SOUTH GIBSON STREET,MEDFORD,WI
  • Contact person: ANGELA HUPF
  • Phone: (715) 748-8167

Plan General Information

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is $40,336,265.00.This plan was established in 1965.

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is 806

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is $50,044.00

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is $3,826.00.

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is approximately $1,339.00
Investing in this additonal $1,339.00 for 20 years would give you extra $85,696.00, assuming a 10% annual return.

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2014, MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN allocates $1,079,238.00 to match its employees' contributions, providing an employer match rate of 69.99% of their contributions

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is 7.13%.

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is 5.00%. This measures the effectiveness of the plan participants' investments in the year.

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY PLAN is 0.07%.

Enrollment Features

MEMORIAL HEALTH CENTER 403(B) TAX DEFERRED ANNUITY 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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