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Original filing (PDF)20251013063055NAL0000736001001
BUTLER MEDICAL PROVIDERS
Form 5500
FILING_RECEIVED
BUTLER MEDICAL PROVIDERS 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
740
Accounts w/ balance
486
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
1 pooled trust
Schedule D
82 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
75
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTLER MEDICAL PROVIDERS.
Plan sponsor
Name
BUTLER MEDICAL PROVIDERS
EIN
25-1441961
Address
ONE HOSPITAL WAY · BUTLER, PA · 16001
Phone
(724) 284-4105
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SANF RAFAEL, CA | BROKER DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | THE WOODLANDS, TX | TPA | $0 | — |
Investments
82 direct securities · 1 pooled fund· $40.7M(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
$39.4M
80 holdings
Pooled Separate Account
$695K
1 holding
Guaranteed Income / GIC
$425K
1 holding
Pooled Separate Accounts
$165K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| contracts Mutual Funds Vanguard Vngrd Trgt Rtrmt 2040 Inv N/R | — | — | — | $5.0M | 12.7% | |
| Vanguard Vngrd 500 Index Fd As N/R | — | — | — | $3.4M | 8.7% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv N/R | — | — | — | $3.2M | 8.1% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv N/R | — | — | — | $3.1M | 7.8% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv N/R | — | — | — | $3.0M | 7.6% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv N/R | — | — | — | $2.6M | 6.5% | |
| JPMorgan Jpm Lgcap Gr R6 N/R | — | — | — | $2.2M | 5.5% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv N/R | — | — | — | $2.0M | 5.1% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv N/R | — | — | — | $1.8M | 4.7% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv N/R | — | — | — | $1.5M | 3.8% | |
| American Funds Amfds New Prspct R6 N/R | — | — | — | $1.1M | 2.7% | |
| Vanguard Vngrd Mid- Cap Idx Fd As N/R | — | — | — | $1.0M | 2.5% | |
| Vanguard Vngrd Sm Cap Indx Fd As N/R | — | — | — | $962K | 2.4% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv N/R | — | — | — | $855K | 2.2% | |
| Columbia Col Divd Inc Inst2 N/R | — | — | — | $813K | 2.1% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $695K | 1.8% | |
| Vanguard Vngrd Ttl Stmkt Indx Fd As N/R | — | — | — | $578K | 1.5% | |
| Invesco Invsco Smcap Gr R5 N/R | — | — | — | $567K | 1.4% | |
| American Funds Amfds New Wld R6 N/R | — | — | — | $554K | 1.4% | |
| Massachusetts Financial Mfs Intl Divrs R4 N/R | — | — | — | $492K | 1.2% | |
| Janus Henderson Jnshndrsn Entrp I N/R | — | — | — | $456K | 1.2% | |
| Account * Empower Guaranteed Fixed Fund N/R 82 Total guaranteed investment | — | — | — | $429K | 1.1% | |
| s * Nationwide Best of America Fixed N/R | Guaranteed Income / GIC | — | — | $425K | 1.1% | |
| Federated Fed Hrms Inst Hiyldbd Inst N/R | — | — | — | $398K | 1.0% | |
| Vanguard Vngrd Trgt Rtrmt 2065 Inv N/R | — | — | — | $262K | 0.7% | |
| Sycamore Capital Vic Syc Estblshd Val I N/R | — | — | — | $253K | 0.6% | |
| Voya Intmd Bd I N/R | — | — | — | $211K | 0.5% | |
| PGIM Funds Pgim St Cor Bd Z N/R | — | — | — | $175K | 0.4% | |
| s * Empower Mod Aggr Profile Fund Inv N/R | Pooled Separate Accounts | — | — | $165K | 0.4% | |
| American Beacon Ambcn Smcap Val R5 N/R | — | — | — | $154K | 0.4% | |
| Vanguard Vngrd Trgt Rtrmt Inc N/R | — | — | — | $147K | 0.4% | |
| PIMCO Intl Bdusdlrhdginst N/R | — | — | — | $136K | 0.3% | |
| Empower Small Cap Value Inv N/R | — | — | — | $113K | 0.3% | |
| Vanguard Vngrd Ttl Intlstkindx Adml N/R | — | — | — | $105K | 0.3% | |
| Empower American Century Equity Income N/R | — | — | — | $103K | 0.3% | |
| Vanguard Vngrd Divd App Indx Adml N/R | — | — | — | $103K | 0.3% | |
| Fund * Empower Ariel Mid Cap Value Fund N/R | — | — | — | $100K | 0.3% | |
| Vanguard Vngrd Hlth Care Indx Adml N/R | — | — | — | $100K | 0.3% | |
| Participant Loans Interest rates 5.25% - 10.50% $0 | — | — | — | $99K | 0.3% | |
| Inv * Empower Artisan International Fund N/R | — | — | — | $74K | 0.2% | |
| AllianceBernstein Ab Bd Infl Strat I N/R | — | — | — | $74K | 0.2% | |
| Lincoln Variable Insurance LVIP DIMENSIONAL U. S. CORE N/R | — | — | — | $71K | 0.2% | |
| Empower T Rowe Price MdCp Gr N/R | — | — | — | $70K | 0.2% | |
| Money Market Funds Vanguard Vngrd Fed Mny Mkt Inv N/R | — | — | — | $65K | 0.2% | |
| EQUITY 1 * Lincoln Variable Insurance LVIP BLACKROCK DIVIDEND N/R | — | — | — | $60K | 0.2% | |
| VALUE MNGDVLTLTY * Lincoln Variable Insurance LVIP BLENDED LRG CAP N/R | — | — | — | $59K | 0.1% | |
| GROWTH MNGD VOLTLTY * Lincoln Variable Insurance LVIP DELAWARE MID CAP VALUE N/R | — | — | — | $58K | 0.1% | |
| FUND Vanguard Vngrd Sel Val Inv N/R | — | — | — | $56K | 0.1% | |
| Nationwide Nw Inv Dest Mod Aggr R6 N/R | — | — | — | $52K | 0.1% | |
| Federated Fed Hrms Gov Oblgtns Prmr N/R | — | — | — | $52K | 0.1% | |
| Federated Hermes U S Treasury N/R | — | — | — | $42K | 0.1% | |
| Vanguard Vngrd Enrgy Adml N/R | — | — | — | $40K | 0.1% | |
| Vanguard Vngrd Emrg Mkt Stkindxadml N/R | — | — | — | $36K | <0.1% | |
| Lincoln Variable Insurance LVIP DELAWARE WEALTH N/R | — | — | — | $34K | <0.1% | |
| BUILDER FUND Lazard Global Lazard Glbl Listdinfr Inst N/R | — | — | — | $33K | <0.1% | |
| Blackrock Blkrk Eq Divd Inst N/R | — | — | — | $32K | <0.1% | |
| Vanguard Vngrd Mtrls Indx Adml N/R | — | — | — | $30K | <0.1% | |
| Fidelity Fidadv Enrgy I N/R | — | — | — | $30K | <0.1% | |
| Fund Inv * Empower Fidelity VIP II ContraFund N/R | — | — | — | $24K | <0.1% | |
| Invesco Invsco Divrs Divd R5 N/R | — | — | — | $23K | <0.1% | |
| First Eagle Frstegle Gold R6 N/R | — | — | — | $22K | <0.1% | |
| Invesco Invsco Goldspecmnrls Y N/R | — | — | — | $21K | <0.1% | |
| Vaneck Cm Comdty Indx I N/R | — | — | — | $21K | <0.1% | |
| Vanguard Vngrd Divd Gr Inv N/R | — | — | — | $20K | <0.1% | |
| Empower Invesco Discovery Mid Cap Growth N/R | — | — | — | $20K | <0.1% | |
| Vanguard Vngrd Intl Val Inv N/R | — | — | — | $19K | <0.1% | |
| Vanguard Vngrd Util Indx Adml N/R | — | — | — | $19K | <0.1% | |
| Lincoln Variable Insurance LVIP SSGA S& P 500 INDEX N/R | — | — | — | $18K | <0.1% | |
| Vanguard Vngrd Info Tech Indx Adml N/R | — | — | — | $17K | <0.1% | |
| Vanguard Vngrd Fin Indx Adml N/R | — | — | — | $16K | <0.1% | |
| Fund A * Empower S& P SmCap 600 Index N/R | — | — | — | $13K | <0.1% | |
| Vanguard Vngrd Wlsly Inc Adml N/R | — | — | — | $12K | <0.1% | |
| Lord Abbett Lrdabt Ttl Rtn R5 N/R | — | — | — | $11K | <0.1% | |
| Vanguard Vngrd Cnsmr Stpls Adml N/R | — | — | — | $11K | <0.1% | |
| Goldman Sachs Gdmnscs Invmt Grd Cr Inst N/R | — | — | — | $10K | <0.1% | |
| Nationwide Nw Inv Dest Mod Cnsrv R6 N/R | — | — | — | $8K | <0.1% | |
| Vanguard Vngrd Ttl Bnd Mkt Ldx Adm N/R | — | — | — | $8K | <0.1% | |
| Fund Inv * Empower Aggressive Profile Fund N/R | — | — | — | $6K | <0.1% | |
| Inv * Empower Moderate Profile Fund Inv N/R | — | — | — | $5K | <0.1% | |
| Contract * Lincoln Financial Lincoln Financial Group Fixed N/R | — | — | — | $4K | <0.1% | |
| Nationwide Nw Inv Dest Mod R6 N/R | — | — | — | $2K | <0.1% | |
| Pioneer Pionr Fdmntl Gr Y N/R | — | — | — | $2K | <0.1% | |
| Empower Multi- Sector Bond Inv N/R | — | — | — | $1K | <0.1% |