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Original filing (PDF)20250512132146NAL0011407475001
SANFORD HEALTH
Form 5500
FILING_RECEIVED
SANFORD HEALTH EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
25% in single holding6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 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
87
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Value of Asset $" is 25% of plan.
- Plan is frozen (1I) — no new benefit accrual.
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 SANFORD HEALTH.
Plan sponsor
Name
SANFORD HEALTH
EIN
31-1527032
Address
PO BOX 5039 · 1305 W 18TH ST · SIOUX FALLS, SD · 571175039
Phone
(877) 243-1372
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
2024-09-30
Filed
2025-05-12
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL BANK IN SIOUX FALLS | 41-6011045 | SIOUX FALLS, SD | NONE | $1.0M | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | NONE | $39K | — |
| MORGAN STANLEY INVESTMENT MGT INC. | 13-3040307 | — | NONE | $18K | — |
| AGILIS LLC | — | FRAMINGHAM, MA | NONE | $18K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $14K | — |
| BMO HARRIS BANK, N.A. | 36-2085229 | — | NONE | $11K | — |
Investments
10 direct securities· $404.7M
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value of Asset $ | — | — | — | $102.1M | 25.2% | |
| September 13, 2024 (in liquidation)$ | — | — | — | $102.1M | 25.2% | |
| GS Fin Sq Gov Bond | — | — | $69.6M | $69.9M | 17.3% | |
| Morgan Stanley Institutional Government security | — | — | $49.6M | $49.6M | 12.2% | |
| $ (h) Data Current | — | — | — | $31.0M | 7.7% | |
| Morgan Stanley Citigroup Bond | — | — | $20.0M | $20.0M | 4.9% | |
| US Treasury Bond Government bond | — | — | $10.8M | $12.1M | 3.0% | |
| US Treasury Bond Government bond | — | — | $8.6M | $9.1M | 2.3% | |
| US Treasury Bond Government bond | — | — | $7.9M | $8.0M | 2.0% | |
| (i) | — | — | -$11K | $724K | 0.2% |