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Original filing (PDF)20251001140902NAL0031804194001
STEVENS COMMUNITY MEDICAL CENTER
Form 5500
FILING_RECEIVED
STEVENS COMMUNITY MEDICAL CENTER MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
224
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVENS COMMUNITY MEDICAL CENTER.
Plan sponsor
Name
STEVENS COMMUNITY MEDICAL CENTER
EIN
36-3311936
Address
400 EAST 1ST STREET · MORRIS, MN · 56267
Phone
(320) 589-1313
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
2025-10-01
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLEY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES | 43-0345811 | — | RETAINED BY EMPLOYER | $27K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $19K | — |
Investments
27 direct securities · 1 pooled fund· $13.2M(100% of reported assets)
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.
Uncategorized
$12.8M
27 holdings
Common Collective Trust
$375K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock 60/40 Target Allocation Institutional Mutual fund N/A | — | — | — | $2.5M | 18.6% | |
| Blackrock 80/20 Target Allocation Institutional Mutual fund N/A | — | — | — | $1.7M | 12.9% | |
| MFS Aggressive Growth Allocation Class R3 Mutual fund N/A | — | — | — | $1.3M | 9.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund N/A | — | — | — | $1.2M | 9.4% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund N/A | — | — | — | $1.1M | 8.4% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund N/A | — | — | — | $928K | 7.0% | |
| AB Large Cap Growth Fund Advisor Class Mutual fund N/A | — | — | — | $543K | 4.1% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund N/A | — | — | — | $475K | 3.6% | |
| John Hancock Small Cap Core Fund Class R6 Mutual fund N/A | — | — | — | $387K | 2.9% | |
| JOHN HANCOCK STABLE VALUE R11 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $375K | 2.8% | |
| Janus Henderson Global Equity Income Fund Class I Mutual fund N/A | — | — | — | $358K | 2.7% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund N/A | — | — | — | $353K | 2.7% | |
| Fidelity 500 Index Fund Mutual fund N/A | — | — | — | $275K | 2.1% | |
| John Hancock Bond Fund Class R6 Mutual fund N/A | — | — | — | $246K | 1.9% | |
| Parnassus Core Equity Fund Mutual fund N/A | — | — | — | $216K | 1.6% | |
| MFS Mid Cap Growth Fund Class R3 Mutual fund N/A | — | — | — | $212K | 1.6% | |
| John Hancock Funds Disciplined Value Fund Class R6 Mutual fund N/A | — | — | — | $185K | 1.4% | |
| Victory Sycamore Established Value Fund Class A Mutual fund N/A | — | — | — | $174K | 1.3% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund N/A | — | — | — | $158K | 1.2% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund N/A | — | — | — | $119K | 0.9% | |
| Notes receivable from participants Maturing 2025 - 2029, interest rates of 8.00% - 9.50% - | — | — | — | $95K | 0.7% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund N/A | — | — | — | $95K | 0.7% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund N/A | — | — | — | $62K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual fund N/A | — | — | — | $60K | 0.5% | |
| American Century Small Cap Growth Fund R6 Class Mutual fund N/A | — | — | — | $41K | 0.3% | |
| Blackrock 40/60 Target Allocation Institutional Mutual fund N/A | — | — | — | $37K | 0.3% | |
| American Funds New World Fund Class R6 Mutual fund N/A | — | — | — | $15K | 0.1% | |
| Similar Party Par, or Maturity Value Cost Value JPMorgan U.S. Government Money Market Fund-Capital Money market mutual fund N/A | — | — | — | $8K | <0.1% |