Original filing (PDF)20251015080714NAL0002005635001

PENOBSCOT COMMUNITY HEALTH CENTER

Name: PENOBSCOT COMMUNITY HEALTH CENTER — PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN, Form 5500 (2024)
Creator: PENOBSCOT COMMUNITY HEALTH CENTER

Form 5500

FILING_RECEIVED

PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

782

Accounts w/ balance

980

Plan assets (EOY)

$41.9M

Net assets (EOY)

$41.9M

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENOBSCOT COMMUNITY HEALTH CENTER.

Plan sponsor

Name

PENOBSCOT COMMUNITY HEALTH CENTER

EIN

01-0514750

Address

103 MAINE AVENUE · BANGOR, ME · 04401

Phone

(207) 992-9200

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALMARK ADVISERS	31-1509466	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$193K	—
NBT BANK, N.A.

Investments

40 direct securities· $41.1M(98% of reported assets)

Other securities

$41.0M

39 holdings

Common Stock

$38K

1 holding

					% of plan
American Funds Target Date Retirement 2030	Other securities	—	—	$6.7M	16.0%
American Funds Target Date Retirement 2040	Other securities	—	—	$5.3M	12.6%
American Funds Target Date Retirement 2035	Other securities	—	—	$5.2M	12.5%
American Funds Target Date Retirement 2025	Other securities	—	—	$4.7M	11.2%
American Funds Target Date Retirement 2045	Other securities	—	—	$4.0M	9.5%
American Funds Target Date Retirement 2050	Other securities	—	—	$3.0M	7.3%
American Funds Target Date Retirement 2055	Other securities	—	—	$2.7M	6.5%
American Funds Target Date Retirement 2060	Other securities	—	—	$1.5M	3.6%
Principal Global Investors Large Cap S&P 500 Index Instl	Other securities	—	—	$1.1M	2.7%
American Funds Target Date Retirement 2015	Other securities	—	—	$921K	2.2%
Vanguard Growth Index Admiral	Other securities	—	—	$863K	2.1%
American Funds Target Date Retirement 2020	Other securities	—	—	$807K	1.9%
Principal Fixed Income Guaranteed Option	Other securities	—	—	$760K	1.8%
Notes receivable from participants	Other securities	—	—	$559K	1.3%
American Funds Target Date Retirement 2065	Other securities	—	—	$383K	0.9%
American Funds Target Date Retirement 2010	Other securities	—	—	$272K	0.7%
American Century Small Cap Value Fund	Other securities	—	—	$267K	0.6%
Allspring Core Bond R6 FD	Other securities	—	—	$229K	0.5%
Vanguard Total Stock Market Index Admiral	Other securities	—	—	$207K	0.5%
Vanguard Mid Cap Index Admiral	Other securities	—	—	$157K	0.4%
The Growth Fund of America	Other securities	—	—	$150K	0.4%
Vanguard Mid Cap Growth Index Admiral	Other securities	—	—	$136K	0.3%
Vanguard FTSE Social Index Admiral	Other securities	—	—	$128K	0.3%
Janus Henderson Enterprise N	Other securities	—	—	$116K	0.3%
Principal Funds Bond Market Index Fund	Other securities	—	—	$113K	0.3%
Vanguard Small Cap Growth Index Admiral	Other securities	—	—	$111K	0.3%
Principal International Equity Index Fund	Other securities	—	—	$91K	0.2%
Vanguard Value Index Admiral	Other securities	—	—	$86K	0.2%
Vanguard Small Cap Value Index Admiral	Other securities	—	—	$78K	0.2%
Dimensional Fund Advisors U.S. Large Cap Value	Other securities	—	—	$72K	0.2%
American Funds Income Fund of America	Other securities	—	—	$70K	0.2%
Vanguard Mid Cap Value Index Admiral	Other securities	—	—	$54K	0.1%
Principal Global Investors Small Cap	Other securities	—	—	$38K	<0.1%
New World Fund Inc	Common Stock	—	—	$38K	<0.1%
Vanguard Federal Money	Other securities	—	—	$26K	<0.1%
Alliance Bernstein Small Cap Growth Fund	Other securities	—	—	$21K	<0.1%
Capital World Bond Fund	Other securities	—	—	$4K	<0.1%
EuroPacific Growth Fund	Other securities	—	—	$3K	<0.1%
American Funds Target Date Retirement 2070	Other securities	—	—	$2K	<0.1%
Allspring Spec M Cap Value R6	Other securities	—	—	$2K	<0.1%