Original filing (PDF)20250923063941NAL0006462144001

MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY

Name: MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY — MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY

Form 5500

FILING_RECEIVED

MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN

Defined-contribution retirement plan

Signals · 3

27% in single holding30% employer stockCorrective distributions issued

Active participants

581

Accounts w/ balance

931

Plan assets (EOY)

$79.2M

Net assets (EOY)

$79.2M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY.

Plan sponsor

Name

MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY

EIN

34-6544675

Address

205 PALMER AVE. · BELLEFONTAINE, OH · 43311

Phone

(937) 651-6573

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	—	NONE	$0	—

Investments

27 direct securities · 1 pooled fund· $132.1M(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.

Pooled Separate Account

$55.5M

1 holding

Other securities

$51.5M

24 holdings

Common Stock

$23.6M

2 holdings

Cash / Money Market

$1.4M

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$55.5M	70.1%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Common Stock	—	—	$21.1M	26.6%
MFS GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$13.1M	16.5%
VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0	Other securities	—	—	$7.3M	9.2%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$3.1M	3.9%
AMERICAN UNITED LIFE INS CO ALTERNATE FIXED ACCOUNT 0	Common Stock	—	—	$2.6M	3.3%
FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0	Other securities	—	—	$2.6M	3.3%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$2.6M	3.2%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Other securities	—	—	$2.5M	3.2%
FIDELITY INTL INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$2.2M	2.8%
FIDELITY ADV FRDM BLND 2040 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$2.0M	2.5%
FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$1.7M	2.2%
PIONEER BOND K MUTUAL FUND SHARES 0	Other securities	—	—	$1.5M	1.8%
FIDELITY ADV FRDM BLND 2035 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.4M	1.8%
GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT R6 MUTUAL FUND SHARES 0	Cash / Money Market	—	—	$1.4M	1.8%
BLACKROCK MID-CAP GRO EQUITY K MUTUAL FUND SHARES 0	Other securities	—	—	$1.3M	1.7%
FIDELITY ADV FRDM BLND 2045 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	1.6%
FIDELITY ADV FRDM BLND 2050 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	1.5%
FIDELITY ADV FRDM BLND 2025 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	1.5%
FIDELITY ADV FRDM BLND 2055 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.1M	1.4%
FIDELITY ADV FRDM BLND 2060 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.0M	1.3%
DFA US SMALL CAP GROWTH I MUTUAL FUND SHARES 0	Other securities	—	—	$952K	1.2%
DEUTSCHE DWS RREEF REAL ESTATE SEC R6 MUTUAL FUND SHARES 0	Other securities	—	—	$901K	1.1%
FIDELITY ADV FRDM BLND 2030 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$886K	1.1%
ALLSPRING SPEC SM CAP VALUE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$824K	1.0%
ALLSPRING SPEC MD CAP VALUE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$471K	0.6%
FIDELITY ADV FRDM BLND 2020 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$313K	0.4%
FIDELITY ADV FRDM BLND 2065 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$193K	0.2%