Original filing (PDF)20251014182903NAL0001759395001

BMH, INC.

Name: BMH, INC. — BMH, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: BMH, INC.

Form 5500

FILING_RECEIVED

BMH, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

874

Accounts w/ balance

466

Plan assets (EOY)

$27.2M

Net assets (EOY)

$27.2M

How this plan invests

This plan

1 pooled trust

Schedule D

66 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

Knocking points off

No recordkeeper disclosed on Schedule C.
53% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (2 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BMH, INC..

Plan sponsor

Name

BMH, INC.

EIN

20-5126945

Address

98 POPLAR STREET · BLACKFOOT, ID · 83221

Phone

(208) 785-4100

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

BMH, INC.

EIN

20-5126945

City

BLACKFOOT, ID

Phone

(208) 785-4100

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

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

Audit & trust (Schedule H)

Auditor

DINGUS ZARECOR & ASSOCIATES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	INDIANAPOLIS, IN	NONE	$5K	—
MOUNTAIN WEST PENSIONS, INC.	27-0527007	MURRAY, UT	NONE	$0	—

Investments

66 direct securities · 1 pooled fund· $53.3M(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

$26.8M

64 holdings

Pooled Separate Account

$26.2M

1 holding

Pooled Separate Accounts

$312K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$26.2M	96.3%
Vanguard Lifestrat Grth Inv	—	—	—	$6.4M	23.6%
Vanguard Lifestrat Mod GR Inv	—	—	—	$3.9M	14.3%
Nuveen Lifecycle Idx 2040 R6	—	—	—	$2.3M	8.3%
Nuveen Lifecycle Idx 2045 R6	—	—	—	$1.9M	7.1%
Nuveen Lifecycle Idx 2055 R6	—	—	—	$1.5M	5.5%
Nuveen Lifecycle Idx 2050 R6	—	—	—	$948K	3.5%
Nuveen Lifecycle Idx 2035 R6	—	—	—	$898K	3.3%
Nuveen Lifecycle Idx 2030 R6	—	—	—	$897K	3.3%
Fidelity 500 Index	—	—	—	$885K	3.2%
Vanguard Lifestrat Inc Inv	—	—	—	$717K	2.6%
Vanguard Growth Index Adm	—	—	—	$639K	2.3%
Nuveen Lifecycle Idx 2025 R6	—	—	—	$616K	2.3%
March 2054	—	—	—	$556K	2.0%
Vanguard Lifestrat Csrv GR Inv	—	—	—	$494K	1.8%
JPMorgan Chase & Co Jpmorgan Large Cap Growth R6	—	—	—	$433K	1.6%
Nuveen Lifecycle Idx 2060 R6	—	—	—	$413K	1.5%
MFS Investment Management MFS Technology R6	—	—	—	$361K	1.3%
Vanguard Value Index Adm	—	—	—	$357K	1.3%
Goldman Sachs Goldmansachs Lrg Cap GR Ins R6	—	—	—	$297K	1.1%
Guaranteed interest contract * American United Life Insurance Company AUL Stable Value Account	—	—	—	$287K	1.1%
American Century Investments Amercent Eqty Inc R6	Pooled Separate Accounts	—	—	$165K	0.6%
Thornburg Ltd Term Inc R6	—	—	—	$165K	0.6%
Vanguard Midcap Growth Idx Adm	—	—	—	$147K	0.5%
s (continued) Vanguard 500 Index Adm	Pooled Separate Accounts	—	—	$146K	0.5%
Vanguard Health Care Adm	—	—	—	$133K	0.5%
Vanguard Smcap Value Idx Adm	—	—	—	$109K	0.4%
Amundi US Amerfds New World R6	—	—	—	$97K	0.4%
MFS Investment Management MFS Mid Cap Growth R6	—	—	—	$91K	0.3%
Nuveen Lifecycle Idx 2010 R6 747 Nuveen Lifecycle Idx 2015 R6	—	—	—	$85K	0.3%
Amundi US Pioneer Bond K	—	—	—	$82K	0.3%
American Funds Amerfds Fndamental Invs R6	—	—	—	$78K	0.3%
JPMorgan Chase & Co Jpmorgan Small Cap GR R6	—	—	—	$77K	0.3%
Franklin Templeton Investments Franklin Utilities R6	—	—	—	$70K	0.3%
Vanguard Intl GR Adm	—	—	—	$62K	0.2%
American Funds Amerfds American Balanced R6	—	—	—	$52K	0.2%
American Funds Amercent Smcap Val R6	—	—	—	$50K	0.2%
Vanguard Small Cap Index Adm	—	—	—	$45K	0.2%
MFS Investment Management MFS Mid Cap Value R6	—	—	—	$44K	0.2%
Vanguard Midcap Value Idx Adm	—	—	—	$42K	0.2%
Fidelity Intl Index	—	—	—	$42K	0.2%
Vanguard Mid Cap Index Adm	—	—	—	$40K	0.1%
American Century Investments Amercent Midcap Val R6	—	—	—	$39K	0.1%
Putnam Large Cap Value R6	—	—	—	$36K	0.1%
Western Asset Western Asset Core Plus Bnd IS	—	—	—	$33K	0.1%
Vanguard Balanced Index Adm	—	—	—	$30K	0.1%
Vanguard High-Yield Corp Adm	—	—	—	$26K	<0.1%
Goldman Sachs Goldmansachs Smcapval R6	—	—	—	$26K	<0.1%
Franklin Templeton Investments Franklin Intl Growth R6	—	—	—	$25K	<0.1%
PIMCO Intl Bond Usd Hdg Instl	—	—	—	$21K	<0.1%
JPMorgan Chase & Co Jpmorgan Mid Cap Value R6	—	—	—	$20K	<0.1%
Vanguard Energy Adm	—	—	—	$19K	<0.1%
Franklin Templeton Foreign R6	—	—	—	$18K	<0.1%
Nuveen Lifecycle Idx 2065 R6	—	—	—	$17K	<0.1%
Vanguard Smcap Grth Idx Adm	—	—	—	$13K	<0.1%
Vanguard Total Bnd Mkt Idx Adm	—	—	—	$11K	<0.1%
Vanguard Total Int Stk Idx Adm	—	—	—	$11K	<0.1%
Dimensional Fund Advisors Dfa Intl Core Equity I	—	—	—	$11K	<0.1%
Dimensional Fund Advisors Dfa Infla-Prot Securities I	—	—	—	$11K	<0.1%
Virtus Ceredex Lcv Eqty R6	—	—	—	$10K	<0.1%
Fidelity US Bond Idx	—	—	—	$6K	<0.1%
PIMCO Invgrade Credit BD Inst	—	—	—	$6K	<0.1%
Nuveen Lifecycle Idx 2020 R6	—	—	—	$6K	<0.1%
Vanguard Long-Term Inv-Grd Adm	—	—	—	$5K	<0.1%
Vanguard Total Int Bnd Idx Adm	—	—	—	$3K	<0.1%
Nuveen Real Estate Sec Sel R6	—	—	—	$1K	<0.1%
Lord Abbett Lord Abbett Intl opp R6	—	—	—	$1K	<0.1%