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Original filing (PDF)20251015160427NAL0010195026001
POINTCORE, INC.
Form 5500
FILING_RECEIVED
OSF SAINT FRANCIS, INC. EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
642
Accounts w/ balance
—
Plan assets (EOY)
$64.4M
Net assets (EOY)
$64.4M
How this plan invests
This plan
1 pooled trust
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Pimco Investment Grade Credit Bond Fund Inst" is 38% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINTCORE, INC..
Plan sponsor
Name
POINTCORE, INC.
EIN
36-3484677
Address
124 S.W. ADAMS STREET · PEORIA, IL · 61602
Phone
(309) 655-7708
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | — | BOSTON, MA | NONE | $35K | — |
Investments
6 direct securities · 1 pooled fund· $62.5M(97% 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
$55.4M
6 holdings
Common Collective Trust
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Investment Grade Credit Bond Fund Inst | — | — | $24.0M | $23.7M | 36.8% | |
| Pimco Long Duration Total Return | — | — | $20.2M | $19.4M | 30.1% | |
| Pimco Long-Term Credit Bond Fund Inst | — | — | $8.9M | $8.6M | 13.4% | |
| S&P 500 SCREENED INDEX STATE STREET GLOBAL ADVISORS · EIN 04-6922230 / PN 001 | Common Collective Trust | — | $1.1M | $7.1M | 11.0% | |
| Dodge & Cox International Stock Fund | — | — | $1.1M | $1.5M | 2.3% | |
| WMC Focused International Grown Instl | — | — | $1.1M | $1.4M | 2.2% | |
| Federated Hermes Govt Obligations Fund | — | — | $738K | $738K | 1.1% |
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