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Original filing (PDF)20251014134317NAL0006227714008
GLENS FALLS HOSPITAL
Form 5500
FILING_RECEIVED
THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,305
Accounts w/ balance
3,882
Plan assets (EOY)
$277.5M
Net assets (EOY)
$277.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLENS FALLS HOSPITAL.
Plan sponsor
Name
GLENS FALLS HOSPITAL
EIN
14-1338413
Address
100 PARK STREET · GLENS FALLS, NY · 12801
Phone
(518) 926-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $206K | — |
Investments
33 direct securities· $277.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth | — | — | — | $40.8M | 14.7% | |
| Fidelity Investments Fidelity 500 Index Instl | — | — | — | $37.8M | 13.6% | |
| American Funds American Funds Washington Mutual Invested Fund | — | — | — | $30.7M | 11.1% | |
| Variable Annuity Life Insurance Company Fixed Interest Fund*** | — | — | — | $28.3M | 10.2% | |
| Fidelity Investments Fidelity Small Cap Index Prem | — | — | — | $14.7M | 5.3% | |
| TIAA-CREF TIAA CREF Social Choice EQ Ins | — | — | — | $13.7M | 4.9% | |
| American Funds American Funds 2060 | — | — | — | $9.5M | 3.4% | |
| American Funds American Funds Europacific Growth | — | — | — | $7.7M | 2.8% | |
| Loomis Sayles Loomis Sayles Core Plus Bond | — | — | — | $7.6M | 2.8% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $7.4M | 2.7% | |
| American Funds American Funds 2035 | — | — | — | $7.1M | 2.6% | |
| American Funds American Funds 2055 | — | — | — | $6.7M | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $6.5M | 2.4% | |
| Vanguard Inf Pro Sec Inst | — | — | — | $6.3M | 2.3% | |
| American Funds American Funds 2040 | — | — | — | $6.2M | 2.2% | |
| American Funds American Funds 2050 | — | — | — | $6.2M | 2.2% | |
| American Funds American Funds 2030 | — | — | — | $5.7M | 2.1% | |
| American Funds American Funds 2045 | — | — | — | $5.4M | 1.9% | |
| Blackrock High Yield Bond Inst | — | — | — | $5.0M | 1.8% | |
| Fidelity Investments Fidelity International Index Prem | — | — | — | $5.0M | 1.8% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $4.0M | 1.4% | |
| American Funds American Funds 2025 | — | — | — | $4.0M | 1.4% | |
| Vanguard Fed Money Market Inv | — | — | — | $3.4M | 1.2% | |
| Notes receivable from participants Interest rates from 4.25% - 9.50% | — | — | — | $2.3M | 0.8% | |
| American Funds American Funds 2020 | — | — | — | $1.1M | 0.4% | |
| Charles Schwab Institutional Personal Choice Retirement Account (Other Funds) | — | — | — | $1.0M | 0.4% | |
| T. Rowe Price T Rowe QM US Smallcap Grwth Eq | — | — | — | $922K | 0.3% | |
| Delaware Emerging Markets | — | — | — | $667K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $656K | 0.2% | |
| Massmutual SI Mdcp GR EQ II | — | — | — | $448K | 0.2% | |
| Victory Capital Sycamore Small Company Opp | — | — | — | $365K | 0.1% | |
| American Funds American Funds 2015 | — | — | — | $235K | <0.1% | |
| American Funds American Funds 2010 | — | — | — | $9K | <0.1% |