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Original filing (PDF)20250823084647NAL0005783761001
BLANCHARD VALLEY HEALTH SYSTEM
Form 5500
FILING_RECEIVED
BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,392
Accounts w/ balance
2,572
Plan assets (EOY)
$243.5M
Net assets (EOY)
$243.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLANCHARD VALLEY HEALTH SYSTEM.
Plan sponsor
Name
BLANCHARD VALLEY HEALTH SYSTEM
EIN
34-4428206
Address
1900 S. MAIN STREET · FINDLAY, OH · 458401214
Phone
(419) 423-5229
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVISMAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | AUDITOR | $17K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $245K | — |
| HIGHLAND CONSULTING ASSOCIATES | 34-1753575 | — | CONSULTING | $101K | — |
Investments
42 direct securities · 7 pooled funds· $243.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$222.3M
40 holdings
Mutual Funds
$21.0M
1 holding
Pooled Separate Account
$133K
7 holdings
Pooled Separate Accounts
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Plan Class 5,201,558 Shares | — | — | $5.2M | $43.3M | 17.8% | |
| Vanguard 500 Index Fund Admiral Class 59,276 Shares | — | — | $59K | $32.2M | 13.2% | |
| Investment Contracts With Insurance Companies Lincoln Financial Group Stable Value 19,806,195 Units | — | — | $19.8M | $24.0M | 9.9% | |
| Harbor Capital Appreciation Fund Retirement Class 184,389 Shares | Mutual Funds | — | $184K | $21.0M | 8.6% | |
| Dodge & Cox Stock Fund - Class X 59,702 Shares | — | — | $60K | $15.4M | 6.3% | |
| Dodge & Cox International Stock Fund Class X 290,085 Shares | — | — | $290K | $14.5M | 5.9% | |
| American Funds EuroPacific Growth Fund Class R-6 266,188 Shares | — | — | $266K | $14.3M | 5.9% | |
| Vanguard Extended Market Index Admiral Shares 97,603 Shares | — | — | $98K | $14.1M | 5.8% | |
| DFA US Targeted Value Portfolio Institutional Class 255,318 Shares | — | — | $255K | $8.8M | 3.6% | |
| DFA Emerging Markets Institutional Class 295,824 Shares | — | — | $296K | $8.5M | 3.5% | |
| PIMCO Real Return Fund Institutional Class 838,696 Shares | — | — | $839K | $8.4M | 3.4% | |
| William Blair Small Cap Growth Fund Class R-6 192,177 Shares | — | — | $192K | $6.8M | 2.8% | |
| Vanguard Target Retirement 2035 Fund 195,214 Shares | — | — | $195K | $4.7M | 1.9% | |
| Vanguard Target Retirement 2050 Fund 84,637 Shares | — | — | $85K | $4.2M | 1.7% | |
| Vanguard Target Retirement 2045 Fund 105,841 Shares | — | — | $106K | $3.1M | 1.3% | |
| Vanguard Target Retirement 2030 Fund 81,135 Shares | — | — | $81K | $3.1M | 1.3% | |
| Vanguard Target Retirement 2055 Fund 54,113 Shares | — | — | $54K | $3.0M | 1.2% | |
| Participant Loans** Maturing at various dates ranging through September 2034 and interest rates ranging from 4.25% to 9.50% | — | — | — | $2.8M | 1.1% | |
| Vanguard Target Retirement 2060 Fund 48,782 Shares | — | — | $49K | $2.5M | 1.0% | |
| Vanguard Target Retirement 2025 Fund 129,212 Shares | — | — | $129K | $2.4M | 1.0% | |
| Vanguard Target Retirement 2040 Fund 54,524 Shares | — | — | $55K | $2.4M | 1.0% | |
| Vanguard Target Retirement 2065 Fund 32,436 Shares | — | — | $32K | $1.1M | 0.4% | |
| Vanguard Target Retirement Income 67,987 Shares | — | — | $68K | $891K | 0.4% | |
| Vanguard Target Retirement 2020 Fund 23,259 Shares | — | — | $23K | $616K | 0.3% | |
| Vanguard Developed Markets Index Admiral Shares 36,984 Shares | — | — | $37K | $568K | 0.2% | |
| Transamerica Life Ins. Co. General Account 417,265 Units | — | — | $417K | $417K | 0.2% | |
| TA Large Growth Fund 552 Units | — | — | — | $167K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 2,227 Shares | — | — | $2K | $59K | <0.1% | |
| TA Large Core Fund 481 Units | — | — | — | $58K | <0.1% | |
| TA Large Value Opportunity Variable Fund 336 Units | — | — | — | $54K | <0.1% | |
| STATE ST EQTY 500 INDX ADM AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $45K | <0.1% | |
| AUL Alternate Fixed Account 36,588 Units | — | — | $37K | $37K | <0.1% | |
| PIONEER SEL MID CAP GRTH VCT I AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | $4K | $23K | <0.1% | |
| JAN HEN FLEX BOND PORT INSTL AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | $8K | $21K | <0.1% | |
| TA Core Bond Fund 429 Units | — | — | — | $20K | <0.1% | |
| TA Protected Securities Fund 5 Units 107 * TA International Equity Fund 496 Units | — | — | — | $15K | <0.1% | |
| PIONEER VCT INST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | $3K | $13K | <0.1% | |
| Alger Large Cap Growth Portfolio 1,080 Units | — | — | $1K | $13K | <0.1% | |
| ALGER LGCAP GRTH PORT I-2 AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| FIDELITY VIP CONTRAFD INIT AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| TA Balanced II Variable Fund 86 Units | — | — | — | $11K | <0.1% | |
| TA Inflation Protected Securities 768 Units | — | — | — | $8K | <0.1% | |
| TA Short-Term Bond 603 Units | — | — | — | $7K | <0.1% | |
| PIONEER EQUITY INCOME Y AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | $2K | $6K | <0.1% | |
| TA High Yield 117 Units | — | — | — | $5K | <0.1% | |
| AUL Fixed Account 4,035 Units | — | — | $4K | $4K | <0.1% | |
| TA Small Cap Growth 229 Units | — | — | — | $3K | <0.1% | |
| TA Small Cap Value 154 Units | — | — | — | $3K | <0.1% | |
| s * TA Calvert Fund 13 Units | Pooled Separate Accounts | — | — | $1K | <0.1% |