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Original filing (PDF)20251015132622NAL0002362627001
EVANGELICAL COMMUNITY HOSPITAL
Form 5500
FILING_RECEIVED
401(K) PLAN OF EVANGELICAL COMMUNITY HOSPITAL
401(k) retirement plan
Active participants
1,913
Accounts w/ balance
2,461
Plan assets (EOY)
$227.8M
Net assets (EOY)
$227.8M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 71% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANGELICAL COMMUNITY HOSPITAL.
Plan sponsor
Name
EVANGELICAL COMMUNITY HOSPITAL
EIN
24-0795411
Address
ONE HOSPITAL DRIVE · LEWISBURG, PA · 17837
Phone
(570) 522-2755
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $221K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $153K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | NEW CASTLE, PA | AUDITOR | $15K | — |
Investments
16 direct securities· $226.9M(100% of reported assets)
Uncategorized
$184.6M
15 holdings
Mutual Funds
$42.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Europacific Growth Fund N/R | Mutual Funds | — | — | $42.3M | 18.6% | |
| Fully Benefit-Responsive Investment Contract * Prudential Financial Prudential Guaranteed Interest Fund N/R | — | — | — | $42.0M | 18.4% | |
| Prudential Financial Prudential Jennison Growth Fund Z N/R | — | — | — | $32.0M | 14.1% | |
| MFS Value Fund R6 N/R | — | — | — | $26.8M | 11.8% | |
| Prudential Financial Prudential Total Return Bond Fund Z N/R | — | — | — | $23.1M | 10.1% | |
| Vanguard Institutional Index N/R | — | — | — | $14.2M | 6.2% | |
| MFS Mid Cap Value Fund R6 N/R | — | — | — | $10.0M | 4.4% | |
| BlackRock Mid Cap Growth Equity N/R | — | — | — | $8.6M | 3.8% | |
| Portfolio Institutional Shares JP Morgan Chase JP Morgan Undiscovered Managers N/R | — | — | — | $8.4M | 3.7% | |
| Janus Henderson Janus Henderson Triton Fund N/R | — | — | — | $4.9M | 2.1% | |
| Behavioral Value Fund R6 Columbia Capital Columbia Balance Institutional N/R | — | — | — | $4.6M | 2.0% | |
| Vanguard Mid-Cap Index Fund N/R | — | — | — | $3.4M | 1.5% | |
| American Funds Amer Fund New Perspect R6 N/R | — | — | — | $2.4M | 1.0% | |
| Admiral Vanguard Small Cap Index Admiral N/R | — | — | — | $2.3M | 1.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $900K | 0.4% | |
| PIMCO International Bond USD N/R | — | — | — | $875K | 0.4% |