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Original filing (PDF)20251015161406NAL0002733715002
OLEAN GENERAL HOSPITAL
Form 5500
FILING_RECEIVED
OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,383
Accounts w/ balance
2,555
Plan assets (EOY)
$81.5M
Net assets (EOY)
$81.5M
How this plan invests
This plan
36 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 128% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLEAN GENERAL HOSPITAL.
Plan sponsor
Name
OLEAN GENERAL HOSPITAL
EIN
16-0743102
Address
515 MAIN STREET · OLEAN, NY · 147601132
Phone
(716) 375-7346
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICE COMPANY | 51-0396365 | — | NONE | $297K | — |
Investments
36 direct securities· $78.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund Class R-6 | — | — | — | $10.2M | 12.5% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $9.6M | 11.8% | |
| VALIC Fixed Interest Option Group Annuity Contract | — | — | — | $9.3M | 11.4% | |
| Fidelity International Index Fund | — | — | — | $5.5M | 6.8% | |
| MainStay Winslow Large Cap Growth Fund Class R6 | — | — | — | $5.2M | 6.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $4.7M | 5.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $3.0M | 3.7% | |
| T. Rowe Price Retirement 2030 Fund I | — | — | — | $2.3M | 2.9% | |
| T. Rowe Price Retirement 2040 Fund I | — | — | — | $2.2M | 2.7% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | — | — | — | $2.1M | 2.5% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $2.0M | 2.5% | |
| T. Rowe Price Global Stock Fund I | — | — | — | $1.8M | 2.3% | |
| American Funds American Mutual Fund Class R-6 | — | — | — | $1.8M | 2.2% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $1.8M | 2.2% | |
| American Century Real Estate Fund R6 Class | — | — | — | $1.8M | 2.2% | |
| T. Rowe Price Retirement 2035 Fund I | — | — | — | $1.5M | 1.9% | |
| John Hancock Disciplined Value Mid Cap R6 | — | — | — | $1.5M | 1.8% | |
| Janus Henderson Triton Fund Class N | — | — | — | $1.4M | 1.7% | |
| T. Rowe Price Retirement 2060 Fund I | — | — | — | $1.3M | 1.5% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $1.2M | 1.5% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.1M | 1.3% | |
| T. Rowe Price Retirement 2045 Fund I | — | — | — | $1.0M | 1.3% | |
| T. Rowe Price Retirement 2050 Fund I | — | — | — | $996K | 1.2% | |
| T. Rowe Price Retirement 2025 Fund I | — | — | — | $980K | 1.2% | |
| Participant loans | — | — | — | $926K | 1.1% | |
| T. Rowe Price Retirement 2055 Fund I | — | — | — | $834K | 1.0% | |
| T. Rowe Price Retirement 2020 Fund I | — | — | — | $770K | 0.9% | |
| PIMCO High Yield Fund Institutional Class | — | — | — | $724K | 0.9% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $368K | 0.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $274K | 0.3% | |
| DFA Enhanced U.S. Large Company Portfolio Institutional Class | — | — | — | $92K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $79K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $56K | <0.1% | |
| Fidelity Advisor Small Cap Value Fund Class Z | — | — | — | $41K | <0.1% | |
| BNY Mellon Global Dynamic Bond Inc - Y | — | — | — | $14K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $13K | <0.1% |
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