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Original filing (PDF)20251010095045NAL0007464193001
CROUSE HOSPITAL
Form 5500
FILING_RECEIVED
CROUSE HOSPITAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
721
Accounts w/ balance
952
Plan assets (EOY)
$125.7M
Net assets (EOY)
$125.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 CROUSE HOSPITAL.
Plan sponsor
Name
CROUSE HOSPITAL
EIN
16-0960470
Address
736 IRVING AVENUE · SYRACUSE, NY · 13210
Phone
(315) 470-7726
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $91K | — |
| THOMPSON HINE | 34-0575300 | — | SERVICE PROVIDER | $22K | — |
| CARON BIETZER, PLLC | 04-3499945 | — | SERVICE PROVIDER | $15K | — |
| ONEDIGITAL | 82-1434504 | — | SERVICE PROVIDER | $5K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $246.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$125.7M
28 holdings
Pooled Separate Account
$120.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $120.9M | 96.2% | |
| VY TRwPr Cap Apprec Port Ins Registered Investment Company | — | — | — | $20.7M | 16.4% | |
| Fidelity Adv Nw Insight Fd I Registered Investment Company | — | — | — | $14.8M | 11.8% | |
| (Held at End of Year) CROUSE HOSP NONUNION 401K EIN#16-0960470 Plan# 002 Vangrd Tot St Mkt Indx Fd Ins Registered Investment Company | — | — | — | $10.0M | 8.0% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $8.9M | 7.0% | |
| BlkRck Equity Dividend Fnd Ins Registered Investment Company | — | — | — | $7.9M | 6.3% | |
| Amer Cent One Ch 2045 Cl III Common Collective Trust | — | — | — | $5.5M | 4.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $5.2M | 4.2% | |
| Amer Cent One Ch 2035 Cl III Common Collective Trust | — | — | — | $4.7M | 3.8% | |
| Amer Cent One Ch 2050 Cl III Common Collective Trust | — | — | — | $4.6M | 3.7% | |
| Voya Fixed Plus Account III Insurance Company General Account | — | — | — | $4.5M | 3.6% | |
| Voya Intermediate Bond Fund I Registered Investment Company | — | — | — | $4.1M | 3.3% | |
| Vangrd Small-Cap Index Fd Ins Registered Investment Company | — | — | — | $4.0M | 3.2% | |
| Amer Cent One Ch 2055 Cl III Common Collective Trust | — | — | — | $3.6M | 2.9% | |
| Amer Cent One Ch 2030 Cl III Common Collective Trust | — | — | — | $3.6M | 2.9% | |
| Amer Cent One Ch 2040 Cl III Common Collective Trust | — | — | — | $3.2M | 2.6% | |
| party date,rate of interest, collateral, par, or maturity date Amer Cent One Ch 2025 Cl III Common Collective Trust | — | — | — | $3.1M | 2.5% | |
| Amer Cent Ret Date Inc Cl III Common Collective Trust | — | — | — | $3.0M | 2.4% | |
| Vangrd Mid-Cap Index Fund Ins Registered Investment Company | — | — | — | $2.9M | 2.3% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $2.2M | 1.7% | |
| Virtus Seix Tt Rtn Bd F I Registered Investment Company | — | — | — | $2.1M | 1.7% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.7M | 1.3% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $1.4M | 1.1% | |
| Victory Sycmr Sm Co Opp Fund I Registered Investment Company | — | — | — | $1.4M | 1.1% | |
| Amer Cent One Ch 2060 Cl III Common Collective Trust | — | — | — | $956K | 0.8% | |
| PIMCO Real Return Fund Ins Registered Investment Company | — | — | — | $885K | 0.7% | |
| VY AmCen Sm-MdCp Vl Port I Registered Investment Company | — | — | — | $298K | 0.2% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $256K | 0.2% | |
| Amer Cent One Ch 2065 Cl III Common Collective Trust | — | — | — | $202K | 0.2% |