Original filing (PDF)20251013063205NAL0000327315001

BUTLER MEMORIAL HOSPITAL

Name: BUTLER MEMORIAL HOSPITAL — BUTLER MEMORIAL HOSPITAL 403(B) PLAN, Form 5500 (2024)
Creator: BUTLER MEMORIAL HOSPITAL

Form 5500

FILING_RECEIVED

BUTLER MEMORIAL HOSPITAL 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,942

Accounts w/ balance

1,589

Plan assets (EOY)

$103.1M

Net assets (EOY)

$103.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

113 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

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (6 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTLER MEMORIAL HOSPITAL.

Plan sponsor

Name

BUTLER MEMORIAL HOSPITAL

EIN

25-0965274

Address

ONE HOSPITAL WAY · BUTLER, PA · 16001

Phone

(724) 284-4494

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER /CUSTODIAN	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISOR	$38K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
DEFINITI LLC	85-0833363	—	TPA	$21K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$125	—

Investments

113 direct securities · 2 pooled funds· $104.8M(100% 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.

Uncategorized

$87.2M

110 holdings

Mutual Funds

$11.9M

1 holding

Pooled Separate Account

$2.6M

2 holdings

Guaranteed Income / GIC

$2.4M

1 holding

Pooled Separate Accounts

$643K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Vngrd Trgt Rtrmt 2030 Inv N/R	Mutual Funds	—	—	$11.9M	11.6%
Vanguard Vngrd Trgt Rtrmt 2035 Inv N/R	—	—	—	$11.9M	11.5%
Vanguard Vngrd Trgt Rtrmt 2040 Inv N/R	—	—	—	$10.4M	10.1%
Vanguard Vngrd Trgt Rtrmt 2045 Inv N/R	—	—	—	$8.5M	8.2%
Vanguard Vngrd 500 Index Fd As N/R	—	—	—	$7.3M	7.1%
Vanguard Vngrd Trgt Rtrmt 2025 Inv N/R	—	—	—	$6.2M	6.0%
JPMorgan Jpm Lgcap Gr R6 N/R	—	—	—	$5.1M	5.0%
Vanguard Vngrd Trgt Rtrmt 2050 Inv N/R	—	—	—	$4.4M	4.3%
Vanguard Vngrd Trgt Rtrmt 2055 Inv N/R	—	—	—	$4.4M	4.3%
American Funds Amfds New Prspct R6 N/R	—	—	—	$2.6M	2.5%
Vanguard Vngrd Trgt Rtrmt 2060 Inv N/R	—	—	—	$2.4M	2.4%
s * Nationwide Fixed Contract N/R	Guaranteed Income / GIC	—	—	$2.4M	2.3%
Massachusetts Financial Mfs Intl Divrs R4 N/R	—	—	—	$2.2M	2.2%
Janus Henderson Jnshndrsn Entrp I N/R	—	—	—	$2.1M	2.0%
FUTUREFUNDS SERIES ACCOUNT II OF GW EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003	Pooled Separate Account	—	—	$2.0M	1.9%
American Beacon Ambcn Smcap Val R5 N/R	—	—	—	$1.8M	1.7%
Vanguard Vngrd Mid- Cap Idx Fd As N/R	—	—	—	$1.4M	1.3%
Participant Loans Interest rates 5.25% - 10.50% $0	—	—	—	$1.2M	1.2%
VOYA Intmd Bd I N/R	—	—	—	$1.2M	1.2%
Columbia Col Divd Inc Inst2 N/R	—	—	—	$1.2M	1.1%
Vanguard Vngrd Trgt Rtrmt 2020 Inv N/R	—	—	—	$874K	0.8%
Invesco Invsco Smcap Gr R5 N/R	—	—	—	$809K	0.8%
Victory Vic Syc Estblshd Val I N/R	—	—	—	$727K	0.7%
s * Equitable EQ/com Stck Index N/R	Pooled Separate Accounts	—	—	$643K	0.6%
SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$623K	0.6%
Vanguard Vngrd Sm Cap Indx Fd As N/R	—	—	—	$607K	0.6%
Equitable Equtable GIA N/R	—	—	—	$587K	0.6%
Mutual of America DWS Capital Growth VIP N/R	—	—	—	$549K	0.5%
Vanguard Vngrd Trgt Rtrmt Inc N/R	—	—	—	$509K	0.5%
Vanguard Vngrd Trgt Rtrmt 2065 Inv N/R	—	—	—	$466K	0.5%
American Funds Amfds New Wld R6 N/R	—	—	—	$462K	0.4%
Mutual of America Mutual of America Interest Accumulation N/R	—	—	—	$457K	0.4%
American Funds Amfds 2050 Trgtdtrtrmt R6 N/R	—	—	—	$433K	0.4%
Federated Fed Hrms Inst Hiyldbd Inst N/R	—	—	—	$355K	0.3%
PGIM Funds Pgim St Cor Bd Z N/R	—	—	—	$353K	0.3%
Empower Fidelity VIP Growth Portfolio N/R	—	—	—	$332K	0.3%
Money Market Fund Fidelity Fid Govt MnyMkt N/R	—	—	—	$323K	0.3%
Empower Mod Aggr Profile Fund Inv N/R	—	—	—	$283K	0.3%
Lord Abbett Lrdabt Ttl Rtn R5 N/R	—	—	—	$274K	0.3%
Oakmark Okmrk Eq Inc Inv N/R	—	—	—	$268K	0.3%
Vanguard Vngrd Ttl Stmkt Indx Fd As N/R	—	—	—	$243K	0.2%
Empower S& P 500 Index Fund Inv N/R	—	—	—	$240K	0.2%
Empower Moderate Profile Fund Inv N/R	—	—	—	$229K	0.2%
Empower Aggressive Profile Fund Inv N/R	—	—	—	$228K	0.2%
American Funds American Funds 2030 Target Date Retirement N/R	—	—	—	$217K	0.2%
Empower Guaranteed Fixed Fund N/R	—	—	—	$213K	0.2%
Reliastar Fixed Contract N/R	—	—	—	$206K	0.2%
Fund - Class r-3 JPMorgan Jpm Smartret 2045R5 N/R	—	—	—	$188K	0.2%
Lincoln LVIP DIMENSIONAL U. S. CORE EQUITY 1 N/R	—	—	—	$145K	0.1%
Alliance Bernstein Ab Bd Infl Strat N/R	—	—	—	$144K	0.1%
Massachusetts Financial Mfs Mdcap Gr R6 N/R	—	—	—	$127K	0.1%
VOYA Growth and Income Port I N/R	—	—	—	$112K	0.1%
TIAA Investments CREF Stock R1 N/R	—	—	—	$109K	0.1%
Pimco Intl Bdusdlrhdginst N/R	—	—	—	$106K	0.1%
Lincoln Financial Group Lincoln Financial Group Fixed Account N/R	—	—	—	$104K	0.1%
Empower T Rowe Price MdCp Gr Fund Inv N/R	—	—	—	$101K	<0.1%
VOYA Fixed Account N/R	—	—	—	$86K	<0.1%
Mutual of America Vanguard VIF International Portfolio N/R	—	—	—	$74K	<0.1%
Fidelity VIP Growth Port I N/R	—	—	—	$73K	<0.1%
Empower Ariel Mid Cap Value Fund Inv N/R	—	—	—	$73K	<0.1%
American Funds Amfds 2045 TrgtDtRtrmt R6 N/R	—	—	—	$62K	<0.1%
Lincoln LVIP DELAWARE SOCIAL AWARENESS N/R	—	—	—	$62K	<0.1%
TIAA Investments TIAA Traditional Annuity Account N/R	—	—	—	$61K	<0.1%
Empower Fidelity VIP II ContraFund N/R	—	—	—	$60K	<0.1%
Vanguard Vngrd Smcap Val Indx Admi N/R	—	—	—	$60K	<0.1%
Empower Janus Forty T N/R	—	—	—	$49K	<0.1%
VOYA Large Cap Growth Prt Ins N/R	—	—	—	$48K	<0.1%
Lincoln LVIP BLENDED LRG CAP GROWTH MNGD N/R	—	—	—	$44K	<0.1%
Empower Small Cap Value Inv N/R	—	—	—	$41K	<0.1%
Empower Invesco Global A N/R	—	—	—	$39K	<0.1%
Empower Lifetime 2045 Fund Inv N/R	—	—	—	$35K	<0.1%
Empower S& P SmCap 600 Index Fund Inv N/R	—	—	—	$28K	<0.1%
Empower Large Cap Value Investor II N/R	—	—	—	$26K	<0.1%
VOYA Index Plus LargeCap Prt I N/R	—	—	—	$25K	<0.1%
Empower Federated Hermes Govt Obligations FD SS N/R	—	—	—	$25K	<0.1%
Empower International Value Inv N/R	—	—	—	$24K	<0.1%
Lincoln LVIP JPMORGAN RETIREMENT INCOME N/R	—	—	—	$23K	<0.1%
Empower Multi- Sector Bond Inv N/R	—	—	—	$22K	<0.1%
Empower Bond Index Fund Inv N/R	—	—	—	$19K	<0.1%
Empower Davis New York Venture Fund - R N/R	—	—	—	$18K	<0.1%
FUND * Nationwide Nw Inv Dest Mod Aggr R6 N/R	—	—	—	$18K	<0.1%
Fidelity VIP Eqty- Inc Prt I N/R	—	—	—	$15K	<0.1%
Vanguard Target Retirement 2070 Fund - N/R	—	—	—	$14K	<0.1%
Empower Alger Mid Cap Growth I- 2 N/R	—	—	—	$14K	<0.1%
Empower US Govt Securities Fund Inv N/R	—	—	—	$14K	<0.1%
Equitable EQ/Equity 500 Index N/R	—	—	—	$14K	<0.1%
Empower Artisan International Fund N/R	—	—	—	$14K	<0.1%
Investor class * Nationwide Nw Inv Dest Aggr R6 N/R	—	—	—	$13K	<0.1%
Lincoln LVIP DELAWARE MID CAP VALUE FUND N/R	—	—	—	$12K	<0.1%
Equitable EQ/Mid Cap Index N/R	—	—	—	$12K	<0.1%
Equitable EQ/Blackrock Basic Value Eqty N/R	—	—	—	$12K	<0.1%
Pioneer Pionr Fdmntl Gr Y N/R	—	—	—	$11K	<0.1%
Empower Federated Hermes Equity Income Fund A N/R	—	—	—	$9K	<0.1%
Empower Pioneer VCT Equity- Income Portfolio II N/R	—	—	—	$9K	<0.1%
Lincoln LVIP DELAWARE WEALTH BUILDER FUND N/R	—	—	—	$9K	<0.1%
Lincoln LVIP BLACKROCK DIVIDEND VALUE N/R	—	—	—	$8K	<0.1%
Equitable Multimanager Aggressive Equity N/R	—	—	—	$7K	<0.1%
VOYA VoyIntlHiDivLow Vol Port- In N/R	—	—	—	$7K	<0.1%
Lincoln LVIP MONDRIAN INTERNATIONAL VALUE N/R	—	—	—	$7K	<0.1%
Lincoln LVIP DELAWARE BOND N/R	—	—	—	$6K	<0.1%
BlackRock Allspr Govt Sec Inst N/R	—	—	—	$5K	<0.1%
American Funds Amcent Infl Adj Bd R5 N/R	—	—	—	$5K	<0.1%
VOYA Fixed Plus Account N/R	—	—	—	$4K	<0.1%
Empower Invesco Discovery Mid Cap Growth Fund A N/R	—	—	—	$4K	<0.1%
Empower American Century Equity Income Fund N/R	—	—	—	$4K	<0.1%
Equitable AXA Moderate Allocation N/R	—	—	—	$3K	<0.1%
Invesco Invsco Divrs Divd R5 N/R	—	—	—	$3K	<0.1%
Empower Janus Global Research T N/R	—	—	—	$3K	<0.1%
Equitable EQ/International Equity Index N/R	—	—	—	$2K	<0.1%
Empower Invesco Comstock R N/R	—	—	—	$2K	<0.1%
Empower Victory RS Small Cap Growth A N/R	—	—	—	$2K	<0.1%
VOYA Intermediate Bond Prt I N/R	—	—	—	$2K	<0.1%
Empower Invesco American Franchise A N/R	—	—	—	$2K	<0.1%
Massachusetts Financial Mfs Blnd Rsrch Cor Eq R4 N/R	—	—	—	$1K	<0.1%
Empower ClearBridge Value Trust FI N/R	—	—	—	$1K	<0.1%