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Original filing (PDF)20251015094846NAL0004499153001
INDIANA REGIONAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
SELECT SECURITY RETIREMENT OPTION OF INDIANA HOSPITAL
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,376
Accounts w/ balance
1,402
Plan assets (EOY)
$135.9M
Net assets (EOY)
$135.9M
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIANA REGIONAL MEDICAL CENTER.
Plan sponsor
Name
INDIANA REGIONAL MEDICAL CENTER
EIN
25-0965404
Address
835 HOSPITAL RD. · INDIANA, PA · 15701
Phone
(724) 357-7495
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CGN CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $87K | — |
| METROPOLITAN LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | NONE | $4K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.