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Original filing (PDF)20250515140548NAL0019591809001
SOUTHWEST COMMUNITY HEALTH CENTER, INC.
Form 5500
FILING_RECEIVED
SOUTHWEST COMMUNITY HEALTH CENTER, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
317
Accounts w/ balance
350
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 64% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST COMMUNITY HEALTH CENTER, INC..
Plan sponsor
Name
SOUTHWEST COMMUNITY HEALTH CENTER, INC.
EIN
06-1023013
Address
46 ALBION STREET · BRIDGEPORT, CT · 06605
Phone
(203) 332-3508
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VISCONTI & ASSOC, PC, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONECO ADVISORS, LLC | 46-3758971 | FAIRFIELD, CT | — | $25K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | — | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.