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Original filing (PDF)20251013084223NAL0000408483001
RIVERSIDE HEALTHCARE
Form 5500
FILING_RECEIVED
RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
2,987
Accounts w/ balance
5,392
Plan assets (EOY)
$195.8M
Net assets (EOY)
$195.8M
How this plan invests
This plan
1 pooled trust
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSIDE HEALTHCARE.
Plan sponsor
Name
RIVERSIDE HEALTHCARE
EIN
36-3167726
Address
350 NORTH WALL STREET · KANKAKEE, IL · 60901
Phone
(815) 935-7547
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $145K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE | 35-0145825 | — | NONE | $0 | — |
Investments
57 direct securities · 1 pooled fund· $194.1M(99% 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.
Uncategorized
$191.7M
55 holdings
Mutual Funds
$2.4M
1 holding
Pooled Separate Account
$6K
1 holding
Pooled Separate Accounts
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund I | — | — | — | $19.7M | 10.1% | |
| SSGA Funds State Street Target Retirement 2030 Fund K | — | — | — | $16.7M | 8.5% | |
| SSGA Funds State Street Target Retirement 2040 Fund K | — | — | — | $15.2M | 7.8% | |
| SSGA Funds State Street Target Retirement 2045 Fund K | — | — | — | $14.4M | 7.4% | |
| SSGA Funds State Street Target Retirement 2035 Fund K | — | — | — | $14.0M | 7.1% | |
| SSGA Funds State Street Target Retirement 2025 Fund K | — | — | — | $13.2M | 6.7% | |
| SSGA Funds State Street Target Retirement 2050 Fund K | — | — | — | $12.8M | 6.6% | |
| SSGA Funds State Street Target Retirement 2055 Fund K | — | — | — | $11.0M | 5.6% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $10.6M | 5.4% | |
| Empower Annuity Insurance Company of America Guaranteed Fixed Fund | — | — | — | $10.4M | 5.3% | |
| JP Morgan JPMorgan Large Cap Growth Fund R6 | — | — | — | $10.1M | 5.1% | |
| SSGA Funds State Street Target Retirement 2020 Fund K | — | — | — | $7.8M | 4.0% | |
| SSGA Funds State Street Target Retirement 2060 Fund K | — | — | — | $5.1M | 2.6% | |
| MFS New Discovery Value Fund R6 | — | — | — | $3.2M | 1.6% | |
| Janus Henderson Janus Henderson Balanced Fund N | — | — | — | $3.1M | 1.6% | |
| Artisan Mid Cap Fund | — | — | — | $2.8M | 1.4% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $2.8M | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $2.7M | 1.4% | |
| American Funds American Funds Europacific Institutional Fund | Mutual Funds | — | — | $2.4M | 1.2% | |
| MFS Value Fund R6 | — | — | — | $2.2M | 1.1% | |
| TCW Group TCW Metwest Total Return Bond Fund | — | — | — | $2.1M | 1.1% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $2.0M | 1.0% | |
| SSGA Funds State Street Target Retirement 2065 Fund K | — | — | — | $1.7M | 0.9% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $1.6M | 0.8% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $1.4M | 0.7% | |
| SSGA Funds State Street Target Retirement Fund K | — | — | — | $1.1M | 0.6% | |
| Transamerica Mid Cap Value Opportunities Fund R6 | — | — | — | $1.0M | 0.5% | |
| Fully Benefit-Responsive Investment Contracts * American United Life Insurance Company Alternative Fixed Account | — | — | — | $984K | 0.5% | |
| Fidelity Total International Index Institutional Fund Premium | — | — | — | $433K | 0.2% | |
| Fidelity US Bond Index Fund | — | — | — | $389K | 0.2% | |
| Principal Diversified Real Asset Fund R6 | — | — | — | $342K | 0.2% | |
| Virtus Zevenbergen Technology Fund Institutional | — | — | — | $118K | <0.1% | |
| Fidelity Select Technology Portfolio | — | — | — | $105K | <0.1% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $104K | <0.1% | |
| Fidelity 500 Index Fund | — | — | — | $84K | <0.1% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $59K | <0.1% | |
| Fidelity Select Brokerage & Investment Management Portfolio | — | — | — | $57K | <0.1% | |
| Guggenheim Investments Rydex Inverse NASDAQ-100 2x Strategy Fund | — | — | — | $55K | <0.1% | |
| Self-Directed Brokerage Accounts Amana Mutual Funds Trust Growth Fund Investor Shares | — | — | — | $42K | <0.1% | |
| Fidelity Small Cap Growth Fund | — | — | — | $32K | <0.1% | |
| Pershing Money Market Fund | — | — | — | $30K | <0.1% | |
| Vanguard Health Care Fund Admiral Shares | — | — | — | $18K | <0.1% | |
| Fidelity Select Financials Portfolio | — | — | — | $16K | <0.1% | |
| Thrivent Asset Management Thrivent Mid Cap Stock Fund | — | — | — | $16K | <0.1% | |
| JP Morgan JPMorgan Equity Premium Income Fund Class I | — | — | — | $15K | <0.1% | |
| Schwab S&P 500 Fund | — | — | — | $13K | <0.1% | |
| Amana Mutual Funds Trust Income Fund Investor Shares | — | — | — | $8K | <0.1% | |
| Fidelity Select SemiConductors Portfolio | — | — | — | $7K | <0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Franklin Templeton Franklin Gold and Precious Metals Fund Class A | — | — | — | $5K | <0.1% | |
| American Funds American Funds Washington Mutual Investors Fund | — | — | — | $5K | <0.1% | |
| American United Life Insurance Company Fixed Account | — | — | — | $4K | <0.1% | |
| s * American United Life Insurance Company Fidelity VIP High Income Fund ** 475 * American United Life Insurance Company Fidelity VIP Overseas Fund ** 411 * American United Life Insurance Company Pioneer Equity Income Fund | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| TCW Group TCW Artificial Intelligence ETF | — | — | — | $3K | <0.1% | |
| American United Life Insurance Company State Street Equity 500 Fund | — | — | — | $2K | <0.1% | |
| Guggenheim Investments Rydex Inverse Russell 2000 2x Strategy Fund | — | — | — | $2K | <0.1% | |
| Fidelity Floating Rate High Income Fund | — | — | — | $2K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares | — | — | — | $1K | <0.1% |