Original filing (PDF)20241015155754NAL0016817123001

SAINT FRANCIS MEDICAL CENTER

Name: SAINT FRANCIS MEDICAL CENTER — SAINT FRANCIS MEDICAL CENTER TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: SAINT FRANCIS MEDICAL CENTER

Form 5500

FILING_RECEIVED

SAINT FRANCIS MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

3,309

Accounts w/ balance

3,669

Plan assets (EOY)

$218.6M

Net assets (EOY)

$218.6M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT FRANCIS MEDICAL CENTER.

Plan sponsor

Name

SAINT FRANCIS MEDICAL CENTER

EIN

23-7246265

Address

211 ST. FRANCIS DRIVE · CAPE GIRARDEAU, MO · 63703

Phone

(573) 331-3000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

ANDERS MINKLER HUBER & HELM, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	NONE	$326K	—
EMPOWER ADVISORY GROUP, LLC	84-1532243	—	NONE	$5K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782

Investments

2 pooled funds· $27.1M(12% 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.

Pooled Separate Account

$27.1M

1 holding

Common Collective Trust

1 holding

			% of plan
SEPARATE ACCOUNT D ING LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	$27.1M	12.4%
STATE STREET TARGET RETIREMENT 2040 STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 272	Common Collective Trust	$0	<0.1%