Original filing (PDF)20250923064925NAL0006465760001

MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY

Name: MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY — MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY

Form 5500

FILING_RECEIVED

MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

20% employer stock

Active participants

731

Accounts w/ balance

841

Plan assets (EOY)

$37.6M

Net assets (EOY)

$37.6M

How this plan invests

This plan

1 pooled trust

Schedule D

28 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (94th 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

008

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

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

28 direct securities · 1 pooled fund· $67.9M(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

$30.3M

1 holding

Other securities

$29.6M

25 holdings

Common Stock

$7.3M

2 holdings

Cash / Money Market

$650K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$30.3M	80.5%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Common Stock	—	—	$6.8M	18.1%
MFS GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$6.1M	16.3%
VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0	Other securities	—	—	$3.5M	9.4%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$2.2M	5.7%
FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0	Other securities	—	—	$1.6M	4.2%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.5M	4.0%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.4M	3.8%
PIMCO INCOME INSTL MUTUAL FUND SHARES 0	Other securities	—	—	$1.3M	3.6%
FIDELITY INTL INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$1.3M	3.4%
FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	3.1%
FIDELITY ADV FRDM BLND 2030 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.1M	3.0%
FIDELITY ADV FRDM BLND 2040 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.1M	2.9%
FIDELITY ADV FRDM BLND 2035 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$890K	2.4%
PIONEER BOND K MUTUAL FUND SHARES 0	Other securities	—	—	$836K	2.2%
FIDELITY ADV FRDM BLND 2050 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$828K	2.2%
FIDELITY ADV FRDM BLND 2055 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$712K	1.9%
GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT R6 MUTUAL FUND SHARES 0	Cash / Money Market	—	—	$650K	1.7%
BLACKROCK MID-CAP GRO EQUITY K MUTUAL FUND SHARES 0	Other securities	—	—	$577K	1.5%
AMERICAN UNITED LIFE INS CO ALTERNATE FIXED ACCOUNT 0	Common Stock	—	—	$560K	1.5%
DEUTSCHE DWS RREEF REAL ESTATE SEC R6 MUTUAL FUND SHARES 0	Other securities	—	—	$540K	1.4%
FIDELITY ADV FRDM BLND 2060 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$493K	1.3%
FIDELITY ADV FRDM BLND 2020 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$453K	1.2%
FIDELITY ADV FRDM BLND 2045 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$445K	1.2%
FIDELITY ADV FRDM BLND 2025 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$416K	1.1%
ALLSPRING SPEC SM CAP VALUE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$388K	1.0%
DFA US SMALL CAP GROWTH I MUTUAL FUND SHARES 0	Other securities	—	—	$377K	1.0%
ALLSPRING SPEC MD CAP VALUE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$272K	0.7%
FIDELITY ADV FRDM BLND 2065 K6 MUTUAL FUND SHARES 0	Other securities	—	—	$71K	0.2%