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Original filing (PDF)20251015190557NAL0002797059005
MADERA COMMUNITY HOSPITAL
Form 5500
FILING_RECEIVED
MADERA COMMUNITY HOSPITAL PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
33% in single holding
Active participants
36
Accounts w/ balance
850
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIXED ACCOUNT PLUS Insurance Contract N/A" is 33% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADERA COMMUNITY HOSPITAL.
Plan sponsor
Name
MADERA COMMUNITY HOSPITAL
EIN
23-7429117
Address
1250 E ALMOND AVENUE · MADERA, CA · 936375606
Phone
(559) 675-5555
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JWT & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $8K | — |
Investments
49 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED ACCOUNT PLUS Insurance Contract N/A | — | — | — | $1.9M | 33.5% | |
| GOVERNMENT SECURITIES FUND Registered Investment Company - Mutual Fund N/A 142 * STOCK INDEX FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $792K | 13.8% | |
| SHORT TERM FIXED ACCOUNT Insurance Contract N/A | — | — | — | $489K | 8.5% | |
| VANGUARD WINDSOR II Registered Investment Company - Mutual Fund N/A | — | — | — | $244K | 4.3% | |
| MID CAP INDEX FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $198K | 3.5% | |
| SYSTEMATIC CORE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $187K | 3.3% | |
| GROWTH FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $180K | 3.1% | |
| INTERNATL EQUITIES INDEX FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $174K | 3.0% | |
| SCIENCE & TECHNOLOGY FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $158K | 2.8% | |
| GS VIT GOV MONEY MKT FD INST Registered Investment Company - Mutual Fund N/A | — | — | — | $157K | 2.7% | |
| VANGUARD WELLINGTON FUND INC Registered Investment Company - Mutual Fund N/A | — | — | — | $106K | 1.9% | |
| EMERGING ECONOMIES Registered Investment Company - Mutual Fund N/A | — | — | — | $105K | 1.8% | |
| CORE BOND FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $93K | 1.6% | |
| US SOCIALLY RESPONSIBLE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $89K | 1.6% | |
| MID CAP STRATEGIC GWTH Registered Investment Company - Mutual Fund N/A | — | — | — | $89K | 1.5% | |
| MID CAP VALUE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $80K | 1.4% | |
| INTERNATIONAL VALUE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $52K | 0.9% | |
| INTL OPPORTUNITIES Registered Investment Company - Mutual Fund N/A | — | — | — | $51K | 0.9% | |
| SMALL CAP SPECIAL VALUE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $49K | 0.9% | |
| SMALL CAP VALUE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $42K | 0.7% | |
| INTL SOCIALLY RESPONSIBLE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $38K | 0.7% | |
| INFLATION PROTECTED FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $36K | 0.6% | |
| GLOBAL REAL ESTATE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $33K | 0.6% | |
| SMALL CAP INDEX FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $32K | 0.6% | |
| VC I CAPITAL APPRECIATION Registered Investment Company - Mutual Fund N/A | — | — | — | $31K | 0.5% | |
| DIVIDEND VALUE Registered Investment Company - Mutual Fund N/A | — | — | — | $31K | 0.5% | |
| NASDAQ-100(R) INDEX FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $30K | 0.5% | |
| SYSTEMATIC GROWTH FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $28K | 0.5% | |
| HIGH YIELD BOND FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $28K | 0.5% | |
| VANGUARD LIFESTRATEGY MODERA Registered Investment Company - Mutual Fund N/A | — | — | — | $23K | 0.4% | |
| Participant Loans - Interest at 3.00% | — | — | — | $21K | 0.4% | |
| GLOBAL STRATEGY Registered Investment Company - Mutual Fund N/A | — | — | — | $19K | 0.3% | |
| VANGUARD LONG-TERM TREASURY Registered Investment Company - Mutual Fund N/A | — | — | — | $16K | 0.3% | |
| ARIEL FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $14K | 0.2% | |
| MODERATE GROWTH LIFESTYLE Registered Investment Company - Mutual Fund N/A | — | — | — | $12K | 0.2% | |
| LARGE CAPITAL GROWTH Registered Investment Company - Mutual Fund N/A | — | — | — | $11K | 0.2% | |
| INTERNATIONAL GOVERNMENT BOND Registered Investment Company - Mutual Fund N/A | — | — | — | $10K | 0.2% | |
| AGGRESSIVE GROWTH LIFESTYLE Registered Investment Company - Mutual Fund N/A | — | — | — | $8K | 0.1% | |
| T ROWE PRICE RETIRMNT 2050 ADV Registered Investment Company - Mutual Fund N/A | — | — | — | $8K | 0.1% | |
| VC I CONSERV GROWTH LIFESTYLE Registered Investment Company - Mutual Fund N/A | — | — | — | $7K | 0.1% | |
| INTERNATIONAL GROWTH FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $6K | 0.1% | |
| T ROWE PRICE RETIRMNT 2040 ADV Registered Investment Company - Mutual Fund N/A | — | — | — | $6K | 0.1% | |
| T ROWE PRICE RETIRMNT 2035 ADV Registered Investment Company - Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| SMALL CAP GROWTH FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| T ROWE PRICE RETIRMNT 2030 ADV Registered Investment Company - Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| VANGUARD LIFESTRATEGY CONSER Registered Investment Company - Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH Registered Investment Company - Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| SYSTEMATIC VALUE Registered Investment Company - Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| ASSET ALLOCATION FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $1K | <0.1% |