Original filing (PDF)20240405183519NAL0009742515001

SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC.

Name: SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. — SCL HEALTH CONSOLIDATED RETIREMENT PLAN, Form 5500 (2022)
Creator: SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC.

Form 5500

FILING_RECEIVED

SCL HEALTH CONSOLIDATED RETIREMENT PLAN

Defined-benefit pension plan

Signals · 3

Late filing · 4.6 moNon-exempt prohibited transaction~2961 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.5M

Net assets (EOY)

How this plan invests

This plan

1 collective trust

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

Below-average — multiple flags

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Filed 4.6 months past the 10.5-month grace window.
Non-exempt prohibited transaction reported (Schedule G).
Total administrative cost in the bottom quartile of peers (2nd percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC..

Plan sponsor

Name

SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC.

EIN

23-7379161

Address

500 ELDORADO BLVD., BLDG. 4 · SUITE 4200 · BROOMFIELD, CO · 80021

Phone

(303) 813-5000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-04-05

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

KPMG

Trustee / custodian

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING, LLC	36-2235791	—	NONE	$2.0M	—
BNY MELLON	13-5160382	—	NONE	$185K	—
HIGHLAND ASSOCIATES	63-0955503	—	NONE	$11K	—

Investments

1 pooled fund· $6.5M(87% 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.