Original filing (PDF)20251015172113NAL0010820658001

MARGARET MARY COMMUNITY HOSPITAL

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

Form 5500

FILING_RECEIVED

MARGARET MARY HEALTH SAVINGS PLAN

403(b) retirement plan

Active participants

797

Accounts w/ balance

698

Plan assets (EOY)

$42.3M

Net assets (EOY)

$42.3M

How this plan invests

This plan

55 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — 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

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2D · Offset of another plan

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

BLUE & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$41K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$941	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

55 direct securities· $41.8M(99% of reported assets)

Other securities

$41.6M

48 holdings

Mutual Funds

$94K

2 holdings

Common Stock

$93K

4 holdings

U.S. Treasuries

$3K

1 holding

					% of plan
Funds held in insurance companies general accounts * ^ General Fixed Funds General accounts	Other securities	—	—	$5.6M	13.2%
AB LCG Z Mutual funds	Other securities	—	—	$3.8M	9.0%
Hartford Core Equity R6 Mutual funds	Other securities	—	—	$3.5M	8.3%
Van Eq-Incm ADM Mutual funds	Other securities	—	—	$3.0M	7.1%
JPM Core Bond R6 Mutual funds	Other securities	—	—	$2.2M	5.1%
JPM SR2040 R6 Mutual funds	Other securities	—	—	$1.9M	4.6%
Fidelity Mid Cap Index Mutual funds	Other securities	—	—	$1.7M	4.0%
Fidelity Small Cap Index Mutual funds	Other securities	—	—	$1.4M	3.2%
AF New Per R6 Mutual funds	Other securities	—	—	$1.4M	3.2%
MFS Gov Sec R6 Mutual funds	Other securities	—	—	$1.3M	3.0%
Van Small Cap Val Idx ADM Mutual funds	Other securities	—	—	$1.2M	2.9%
T. Rowe Price Diversified Mid Cap Gr I Mutual funds	Other securities	—	—	$1.2M	2.8%
JPM SR2055 R6 Mutual funds	Other securities	—	—	$1.1M	2.6%
JPM SR2045 R6 Mutual funds	Other securities	—	—	$1.1M	2.5%
PGIM High-Yield R6 Mutual funds	Other securities	—	—	$1.0M	2.4%
PIMCO RRTRN INSTL Mutual funds	Other securities	—	—	$998K	2.4%
WCM Focused Int Grth Instl Mutual funds	Other securities	—	—	$932K	2.2%
DFA US Vector Equity I Mutual funds	Other securities	—	—	$915K	2.2%
AB SCG Z Mutual funds	Other securities	—	—	$899K	2.1%
JPM SR2050 R6 Mutual funds	Other securities	—	—	$898K	2.1%
JPM SR2035 R6 Mutual funds	Other securities	—	—	$862K	2.0%
Van Emerg MKTS Stk IDX ADM Mutual funds	Other securities	—	—	$859K	2.0%
Loomis Sayles Global Bond N Mutual funds	Other securities	—	—	$832K	2.0%
AF Am Bal R6 Mutual funds	Other securities	—	—	$756K	1.8%
Fidelity 500 Index Mutual funds	Other securities	—	—	$564K	1.3%
Hartford Balanced Incm R6 Mutual funds	Other securities	—	—	$354K	0.8%
JPM SR2060 R6 Mutual funds	Other securities	—	—	$333K	0.8%
Van Total Bond MKT Ind ADM Mutual funds	Other securities	—	—	$300K	0.7%
JPM SR2030 R6 Mutual funds	Other securities	—	—	$184K	0.4%
Multimanager Aggressive Equity Mutual funds	Other securities	—	—	$116K	0.3%
AXA Aggressive Allocation Mutual funds	Other securities	—	—	$105K	0.2%
Van Total INTL Stock Idx ADM Mutual funds	Mutual Funds	—	—	$92K	0.2%
JPM SR2025 R6 Mutual funds	Other securities	—	—	$88K	0.2%
EQ Common Stock Index Mutual funds	Common Stock	—	—	$84K	0.2%
AXA Moderate Allocation Mutual funds	Other securities	—	—	$78K	0.2%
JPM SR2065 R6 Mutual funds	Other securities	—	—	$75K	0.2%
AXA Moderate-Plus Allocation Mutual funds	Other securities	—	—	$70K	0.2%
AXA Large Cap Value Managed Volume Mutual funds	Other securities	—	—	$44K	0.1%
EQ International Equity Index Mutual funds	Other securities	—	—	$28K	<0.1%
Target 2035 Allocation Mutual funds	Other securities	—	—	$6K	<0.1%
State Street Equty 500 Idx Adm Mutual funds	Other securities	—	—	$5K	<0.1%
Janus Asp Balanced S Mutual funds	Other securities	—	—	$5K	<0.1%
Troweprice Eqty Inc Ins Mutual funds	Common Stock	—	—	$4K	<0.1%
Fidelity VIP Grth Init Mutual funds	Other securities	—	—	$4K	<0.1%
Alger Lgcap Grth Port I-2 Mutual funds	Other securities	—	—	$4K	<0.1%
EQ Core Bond Index Mutual funds	Other securities	—	—	$3K	<0.1%
EQ Intermediate Government Bond Mutual funds ** 808 Charter Multi Sector Bond Mutual funds	U.S. Treasuries	—	—	$3K	<0.1%
EQ Mid Cap Index Mutual funds	Other securities	—	—	$3K	<0.1%
Fidelity VIP Eqty-Inc Init Mutual funds	Common Stock	—	—	$3K	<0.1%
AXA Conservative Growth Strategy Mutual funds ** 19 Fidelity VIP Contrafd Init Mutual funds	Other securities	—	—	$3K	<0.1%