Original filing (PDF)20250515144301NAL0013494291001

CARLINVILLE AREA HOSPITAL ASSOCIATION

Name: CARLINVILLE AREA HOSPITAL ASSOCIATION — CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN, Form 5500 (2023)
Creator: CARLINVILLE AREA HOSPITAL ASSOCIATION

Form 5500

FILING_RECEIVED

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

252

Accounts w/ balance

252

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 215K (13% of contributions).
Total administrative cost in the bottom quartile of peers (21st percentile).

Decision-maker contacts

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

Plan sponsor

Name

CARLINVILLE AREA HOSPITAL ASSOCIATION

EIN

37-0645239

Address

20733 NORTH BROAD · CARLINVILLE, IL · 62626

Phone

(217) 854-3141

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $11.2M(96% 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.