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Original filing (PDF)20240913063538NAL0011253121001
DEACONESS WOMENS HOSPITAL OF SOUTHERN INDIANA LLC
Form 5500
FILING_RECEIVED
DEACONESS WOMENS HOSPITAL OF SOUTHERN INDIANA LLC 401(K) 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
11 collective trusts
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 DEACONESS WOMENS HOSPITAL OF SOUTHERN INDIANA LLC.
Plan sponsor
Name
DEACONESS WOMENS HOSPITAL OF SOUTHERN INDIANA LLC
EIN
35-2062016
Address
4199 GATEWAY BOULEVARD · NEWBURGH, IN · 47630
Phone
(812) 842-4200
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-11-07
Filed
2024-09-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $111K | — |
| COMPENSATION SSTEMS INC | 35-1277460 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $22K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS | 04-3109325 | — | BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | AUDIT | $13K | — |
Investments
11 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET INTL INDEX NL FUND STATE STREET INTL INDEX · EIN 90-0337987 / PN 168 | Common Collective Trust | $0 | — |
| FRS WESTERN ASSET CORE PLUS FRS WESTERN ASSET CORE PLUS · EIN 84-4391232 / PN 374 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH RET IN CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LP IDX 2025 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2030 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2035 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2040 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2045 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2050 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2055 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |
| TA BLACKROCK LIFEPATH 2060 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | — |