Original filing (PDF)20251002154219NAL0001580402001

OHIO COUNTY HOSPITAL

Name: OHIO COUNTY HOSPITAL — OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN, Form 5500 (2024)
Creator: OHIO COUNTY HOSPITAL

Form 5500

FILING_RECEIVED

OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN

403(b) retirement plan

Signals · 2

Non-clean audit opinionNo recordkeeper disclosed

Active participants

703

Accounts w/ balance

761

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHIO COUNTY HOSPITAL.

Plan sponsor

Name

OHIO COUNTY HOSPITAL

EIN

31-1131099

Address

1211 OLD MAIN ST · HARTFORD, KY · 423471619

Phone

(270) 298-7411

Industry

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

2025-10-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$52K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MONEY CONCEPTS CAPITAL CORP	59-2268067	—	OTHER SERVICES	$0	—

Investments

45 direct securities· $19.5M(100% of reported assets)

Other securities

$19.0M

43 holdings

Common Stock

$264K

1 holding

Participant loans

$256K

1 holding

					% of plan
Prin LifeTime 2060 R5 Fund	Other securities	—	$0	$2.0M	10.4%
Prin LifeTime 2055 R5 Fund	Other securities	—	$0	$1.6M	8.3%
Pioneer Select Mid Cap Gr Y Fd	Other securities	—	$0	$1.4M	7.3%
Prin Fixed Income non 401(a)	Other securities	—	$0	$1.4M	7.2%
Prin LifeTime 2065 R5 Fund	Other securities	—	$0	$1.3M	6.6%
Prin LifeTime 2050 R5 Fund	Other securities	—	$0	$1.3M	6.4%
Prin LifeTime 2070 R5 Fund	Other securities	—	$0	$1.2M	6.1%
Prin LifeTime 2030 R5 Fund	Other securities	—	$0	$893K	4.6%
Prin LifeTime 2025 R5 Fund	Other securities	—	$0	$831K	4.3%
Fidelity Adv Large Cap A Fund	Other securities	—	$0	$690K	3.5%
Fidelity Adv Small Cap A Fund	Other securities	—	$0	$689K	3.5%
Prin LifeTime 2040 R5 Fund	Other securities	—	$0	$635K	3.3%
Prin LifeTime 2035 R5 Fund	Other securities	—	$0	$613K	3.1%
Royce SC Opp Service	Other securities	—	$0	$557K	2.9%
Prin LifeTime 2020 R5 Fund	Other securities	—	$0	$514K	2.6%
UBS U.S. Small Cap Growth A Fd	Other securities	—	$0	$499K	2.6%
Franklin Income A1 Fund	Other securities	—	$0	$445K	2.3%
Inv Main St Mid Cap A Fund	Other securities	—	$0	$394K	2.0%
Prin LifeTime 2045 R5 Fund	Other securities	—	$0	$324K	1.7%
PIMCO Total Return A Fund	Other securities	—	$0	$317K	1.6%
Prin LifeTime Str Inc R5 Fund	Common Stock	—	$0	$264K	1.3%
Participant Loans	Participant loans	—	$0	$256K	1.3%
Oakmark International Fund-Inv	Other securities	—	$0	$253K	1.3%
John Hancock Disc Value R2 Fd	Other securities	—	$0	$145K	0.7%
Loomis Sayles Inv Gr Bd A Fd	Other securities	—	$0	$139K	0.7%
Prin LifeTime 2015 R5 Fund	Other securities	—	$0	$125K	0.6%
Oakmark Select Fund Investor	Other securities	—	$0	$107K	0.5%
Putnam Income A Fund	Other securities	—	$0	$104K	0.5%
Am Fds Grth Fd of Am R4 Fund	Other securities	—	$0	$78K	0.4%
Principal Bond Mkt Index R5 Fd	Other securities	—	$0	$63K	0.3%
American Funds New Ecnmy R4 Fd	Other securities	—	$0	$56K	0.3%
Am Funds Am Balanced R4 Fund	Other securities	—	$0	$42K	0.2%
Prin SmCap S&P 600 Idx R5 Fund	Other securities	—	$0	$39K	0.2%
Amer Cent Eq Growth Inv Fund	Other securities	—	$0	$38K	0.2%
Principal Core Plus Bond R5 Fd	Other securities	—	$0	$35K	0.2%
Principal Int'l Eq Index R5 Fd	Other securities	—	$0	$35K	0.2%
Prin MidCap S&P 400 Idx R5 Fd	Other securities	—	$0	$26K	0.1%
Prin SmallCap Value II R5 Fund	Other securities	—	$0	$21K	0.1%
Prin LgCap Value III R5 Fund	Other securities	—	$0	$16K	<0.1%
Am Fds EuroPacific Grth R4 Fd	Other securities	—	$0	$12K	<0.1%
Prin LgCap S&P 500 Idx R5 Fund	Other securities	—	$0	$7K	<0.1%
Prin Real Estate Secs R5 Fund	Other securities	—	$0	$6K	<0.1%
Prin MidCap Value I R5 Fund	Other securities	—	$0	$6K	<0.1%
Principal SmallCap R5 Fund	Other securities	—	$0	$4K	<0.1%
Prin MidCap Growth R5 Fund	Other securities	—	$0	$3K	<0.1%