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Original filing (PDF)20251014084401NAL0001132035001
SAMARITAN MEDICAL CENTER
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC.
Defined-benefit pension plan
Signals · 1
63% in single holding
Active participants
110
Accounts w/ balance
—
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Macquarie Extended Duration Bond Mutual Fund - 477,865 shares" is 63% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMARITAN MEDICAL CENTER.
Plan sponsor
Name
SAMARITAN MEDICAL CENTER
EIN
15-0533577
Address
830 WASHINGTON STREET · WATERTOWN, NY · 13601
Phone
(315) 779-5085
Industry
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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FUSTCHARLES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
4 direct securities · 1 pooled fund· $10.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.5M
4 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Macquarie Extended Duration Bond Mutual Fund - 477,865 shares | — | — | $4.7M | $6.6M | 63.2% | |
| Vanguard Total Stock Market Index Fund Mutual Fund - 14,471 shares | — | — | $939K | $2.0M | 19.4% | |
| American Funds EuroPacific Growth Fund Mutual Fund - 21,530 shares | — | — | $1.0M | $1.2M | 11.0% | |
| Vanguard Small Cap Index Fund Mutual Fund - 5,457 shares | — | — | $381K | $628K | 6.0% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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