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Original filing (PDF)20251009151319NAL0011218096001
POMERENE HOSPITAL
Form 5500
FILING_RECEIVED
POMERENE HOSPITAL 403(B) MATCH PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
389
Accounts w/ balance
524
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 148% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POMERENE HOSPITAL.
Plan sponsor
Name
POMERENE HOSPITAL
EIN
31-1518658
Address
981 WOOSTER ROAD · MILLERSBURG, OH · 446541536
Phone
(330) 763-2001
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
2025-10-09
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)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
Investments
27 direct securities· $14.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $2.4M | 16.9% | |
| Fidelity | — | — | — | $1.6M | 10.9% | |
| Fidelity | — | — | — | $1.5M | 10.5% | |
| Fidelity | — | — | — | $1.4M | 9.8% | |
| Fidelity | — | — | — | $1.4M | 9.7% | |
| Fidelity | — | — | — | $1.0M | 7.3% | |
| Fidelity | — | — | — | $941K | 6.5% | |
| Fidelity | — | — | — | $856K | 6.0% | |
| T. Rowe Price | — | — | — | $668K | 4.6% | |
| JP Morgan | — | — | — | $542K | 3.8% | |
| Fidelity | — | — | — | $361K | 2.5% | |
| Fidelity | — | — | — | $272K | 1.9% | |
| American Funds | — | — | — | $268K | 1.9% | |
| Janus Henderson | — | — | — | $220K | 1.5% | |
| Vanguard Group | — | — | — | $170K | 1.2% | |
| Vanguard Group | — | — | — | $160K | 1.1% | |
| Dodge & Cox | — | — | — | $136K | 0.9% | |
| American Funds | — | — | — | $119K | 0.8% | |
| Hartford | — | — | — | $104K | 0.7% | |
| Massachusetts Financial Services | — | — | — | $95K | 0.7% | |
| Principal Life Insurance Company | — | — | — | $45K | 0.3% | |
| Massachusetts Financial Services | — | — | — | $28K | 0.2% | |
| Fidelity | — | — | — | $16K | 0.1% | |
| Vanguard Group | — | — | — | $9K | <0.1% | |
| Principal Financial Group | — | — | — | $9K | <0.1% | |
| BlackRock | — | — | — | $5K | <0.1% | |
| Fidelity | — | — | — | $17 | <0.1% |
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