Original filing (PDF)20251015171754NAL0002694243001

MARGARET MARY COMMUNITY HOSPITAL

Name: MARGARET MARY COMMUNITY HOSPITAL — MARGARET MARY HEALTH RETIREMENT PLAN, Form 5500 (2024)
Creator: MARGARET MARY COMMUNITY HOSPITAL

Form 5500

FILING_RECEIVED

MARGARET MARY HEALTH RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

6 service providers

Active participants

653

Accounts w/ balance

653

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total administrative cost in the bottom quartile of peers (22nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGARET MARY COMMUNITY HOSPITAL.

Plan sponsor

Name

MARGARET MARY COMMUNITY HOSPITAL

EIN

35-6067049

Address

321 MITCHELL AVENUE · BATESVILLE, IN · 470060226

Phone

(812) 934-6624

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

BLUE & CO, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$45K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$488	—

Advisor / Consultant

Name	EIN	Location	Relation

Investments

31 direct securities· $16.1M(95% of reported assets)

Other securities

$14.7M

30 holdings

Mutual Funds

$1.3M

1 holding

					% of plan
Hartford Balanced Income R6 Mutual fund	Other securities	—	—	$2.1M	12.3%
Funds held in insurance company general account * ^ General Fixed Fund General account	Other securities	—	—	$2.0M	11.5%
AB Large Cap Growth Z Mutual fund	Mutual Funds	—	—	$1.3M	7.9%
Hartford Core Equity R6 Mutual fund	Other securities	—	—	$1.3M	7.7%
Vanguard Equity-Income Adm Mutual fund	Other securities	—	—	$1.0M	6.1%
Fidelity Mid Cap Index Mutual fund	Other securities	—	—	$783K	4.6%
JP Morgan Core Bond R6 Mutual fund	Other securities	—	—	$722K	4.3%
American Funds American Balanced R6 Mutual fund	Other securities	—	—	$720K	4.2%
Fidelity Small Cap Index Mutual fund	Other securities	—	—	$578K	3.4%
T. Rowe Price Diversified Mid Cap Gr I Mutual fund	Other securities	—	—	$489K	2.9%
MFS Government Securities R6 Mutual fund	Other securities	—	—	$468K	2.8%
JP Morgan SmartRetirement 2040 R6 Mutual fund	Other securities	—	—	$451K	2.7%
American Funds New Perspective R6 Mutual fund	Other securities	—	—	$442K	2.6%
AB Small Cap Growth Z Mutual fund	Other securities	—	—	$412K	2.4%
Vanguard Small Cap Value Index Admiral Mutual fund	Other securities	—	—	$398K	2.3%
DFA U.S. Vector Equity I Mutual fund	Other securities	—	—	$355K	2.1%
JP Morgan SmartRetirement 2045 R6 Mutual fund	Other securities	—	—	$295K	1.7%
WCM Focused International Growth Instl Mutual fund	Other securities	—	—	$273K	1.6%
JP Morgan SmartRetirement 2055 R6 Mutual fund	Other securities	—	—	$263K	1.5%
PIMCO Real Return Instl Mutual fund	Other securities	—	—	$255K	1.5%
PGIM High-Yield R6 Mutual fund	Other securities	—	—	$255K	1.5%
JP Morgan SmartRetirement 2050 R6 Mutual fund	Other securities	—	—	$239K	1.4%
Vanguard Emerging Mkts Stock Idx Adm Mutual fund	Other securities	—	—	$202K	1.2%
Loomis Sayles Global Bond N Mutual fund	Other securities	—	—	$187K	1.1%
Fidelity 500 Index Mutual fund	Other securities	—	—	$184K	1.1%
Vanguard Total Bond Market Index Admiral Mutual fund	Other securities	—	—	$145K	0.9%
JP Morgan SmartRetirement 2035 R6 Mutual fund	Other securities	—	—	$139K	0.8%
JP Morgan SmartRetirement 2060 R6 Mutual fund	Other securities	—	—	$69K	0.4%
Vanguard Total INTL Stock Index Admiral Mutual fund	Other securities	—	—	$43K	0.3%
JP Morgan SmartRetirement 2030 R6 Mutual fund	Other securities	—	—	$11K	<0.1%
JP Morgan SmartRetirement 2065 R6 Mutual fund	Other securities	—	—	$2K	<0.1%