Original filing (PDF)20251015094800NAL0004220657001

ORLEANS COMMUNITY HEALTH

Name: ORLEANS COMMUNITY HEALTH — ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN, Form 5500 (2024)
Creator: ORLEANS COMMUNITY HEALTH

Form 5500

FILING_RECEIVED

ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

352

Accounts w/ balance

607

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

How this plan invests

This plan

64 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (10th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ORLEANS COMMUNITY HEALTH

EIN

16-0755799

Address

200 OHIO STREET · MEDINA, NY · 141031063

Phone

(585) 798-2000

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$42K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNUM LIFE INS. CO. OF AMERICA	01-0278678	—	SERVICE PROVIDER	$0	—

Investments

64 direct securities· $18.2M(99% of reported assets)

Other securities

$18.0M

62 holdings

Bonds / Notes

$191K

1 holding

Common Stock

$9K

1 holding

					% of plan
Vanguard Growth Index Admiral Shares	Other securities	—	—	$2.6M	14.0%
Lincoln NY Stable Value Account	Other securities	—	—	$1.6M	8.8%
Lincoln NY Fixed Annuity	Other securities	—	—	$1.4M	7.6%
American Funds American Balanced Class R6	Other securities	—	—	$1.2M	6.7%
American Funds Washington Mutual Investors Class R6	Other securities	—	—	$1.1M	5.9%
T Rowe Price Retirement 2030 Class I	Other securities	—	—	$996K	5.4%
T Rowe Price Retirement 2025 Class I	Other securities	—	—	$975K	5.3%
Metropolitan West Total Return Bond Class I	Other securities	—	—	$875K	4.8%
American Funds Europacific Growth Class R6	Other securities	—	—	$863K	4.7%
Vanguard Lifestrategy Growth Fund	Other securities	—	—	$737K	4.0%
Emerald Growth Institutional Class	Other securities	—	—	$651K	3.5%
John Hancock Funds Disciplined Value Mid Cap Class I	Other securities	—	—	$572K	3.1%
T Rowe Price Retirement 2050 Class I	Other securities	—	—	$569K	3.1%
T Rowe Price Retirement 2035 Class I	Other securities	—	—	$420K	2.3%
T Rowe Price Retirement 2045 Class I	Other securities	—	—	$306K	1.7%
T Rowe Price Retirement 2040 Class I	Other securities	—	—	$298K	1.6%
T Rowe Price Retirement 2060 I Class	Other securities	—	—	$295K	1.6%
Vanguard Real Estate Index Admiral Shares	Other securities	—	—	$249K	1.4%
T Rowe Price Retirement 2055 Class I	Other securities	—	—	$239K	1.3%
Fidelity Growth Portfolio Fund	Other securities	—	—	$234K	1.3%
Vanguard 500 Index Admiral Class	Other securities	—	—	$228K	1.2%
Vanguard 500 Index Fund Admiral Shares	Other securities	—	—	$196K	1.1%
Participant notes receivable (4.25% - 9.50%)	Bonds / Notes	—	—	$191K	1.0%
Vanguard Mid Cap Index Admiral Shares	Other securities	—	—	$139K	0.8%
Lincoln VIP T. Rowe Price Structured Fund	Other securities	—	—	$137K	0.7%
Vanguard International Growth Fund Admiral	Other securities	—	—	$118K	0.6%
Vanguard Wellington Fund Admiral Shares	Other securities	—	—	$107K	0.6%
T Rowe Price Retirement 2015 Class I	Other securities	—	—	$91K	0.5%
T Rowe Price Retirement 2065 I Class	Other securities	—	—	$76K	0.4%
Lincoln VIP SSGA S&P 500 Index Fund	Other securities	—	—	$69K	0.4%
T Rowe Price Retirement 2020 Class I	Other securities	—	—	$63K	0.3%
Vanguard Small Cap Index Admiral Shares	Other securities	—	—	$57K	0.3%
Vanguard Large-Cap Index Fund Admiral Shares	Other securities	—	—	$54K	0.3%
Blackrock Inflation Protected Bond Institutional Shares	Other securities	—	—	$45K	0.2%
Champlain Mid Cap Institutional Fund	Other securities	—	—	$43K	0.2%
Lincoln VIP American Century Balanced Fund	Other securities	—	—	$42K	0.2%
Lincoln VIP SSGA Small-Cap Index Fund	Other securities	—	—	$35K	0.2%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$29K	0.2%
Vanguard Emerging Markets Stock Index Admiral Fund	Other securities	—	—	$27K	0.1%
NB AMT Sustainable Eq Portfolio Fund	Other securities	—	—	$26K	0.1%
Fidelity Contrafund Portfolio Fund	Other securities	—	—	$23K	0.1%
Lincoln VIP Baron Growth Opportunities Fund	Other securities	—	—	$22K	0.1%
Blackrock High Yield Institutional Shares	Other securities	—	—	$21K	0.1%
Fidelity Asset Manager Fund	Other securities	—	—	$20K	0.1%
Lincoln VIP Macquarie SMID Cap Core Fund	Other securities	—	—	$18K	<0.1%
Vanguard Intermediate Term Bond Index Admiral Fund	Other securities	—	—	$16K	<0.1%
Vanguard Small-Cap Value Index Fund Admiral	Other securities	—	—	$16K	<0.1%
Vanguard Intermediate Term Bond Index Admiral Shares	Other securities	—	—	$15K	<0.1%
Vanguard Mid-Cap Growth Fund	Other securities	—	—	$15K	<0.1%
Vanguard Growth Index Fund Admiral Shares	Other securities	—	—	$15K	<0.1%