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Original filing (PDF)20251009083059NAL0010567616001
STURGIS HOSPITAL, INC.
Form 5500
FILING_RECEIVED
STURGIS HOSPITAL, INC. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
58
Accounts w/ balance
—
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — 130% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STURGIS HOSPITAL, INC..
Plan sponsor
Name
STURGIS HOSPITAL, INC.
EIN
35-2362438
Address
916 MYRTLE AVE · STURGIS, MI · 49091
Phone
(269) 659-4441
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ROBERT J. MORIN
EIN
35-2362438
City
STURGIS, MI
Phone
(269) 659-4441
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK & TRUST | 38-2028794 | — | TRUSTEE | $14K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $150K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $42K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.