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Original filing (PDF)20241015145414NAL0030052321001
BARNESVILLE HOSPITAL ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARNESVILLE HOSPITAL ASSOCIATION, INC..
Plan sponsor
Name
BARNESVILLE HOSPITAL ASSOCIATION, INC.
EIN
34-0719172
Address
639 W. MAIN STREET · BARNESVILLE, OH · 43713
Phone
(740) 425-5103
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID-FLEXIBLE ADV FOUNDATION | 26-2409128 | NORTHBROOK, IL | INVESTMENT ADVISOR | $0 | — |
| NATIONWIDE SECURITIES, LLC | 36-2434406 | COLUMBUS, OH | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CONTRACT ADMINISTRATOR | $0 | — |
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | PITTSBURGH, PA | TPA | $0 | — |
Investments
1 pooled fund· $252K
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT DC 11 BARNESVILLE HOSPITAL TAX SHELTERED ANNUITY · EIN 06-0974148 / PN 000 | Pooled Separate Account | $252K | 100.0% |