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Original filing (PDF)20251008162245NAL0009771648001
MUNSON HEALTHCARE
Form 5500
FILING_RECEIVED
MUNSON 401(K) PLAN
401(k) retirement plan
Active participants
8,394
Accounts w/ balance
7,054
Plan assets (EOY)
$123.9M
Net assets (EOY)
$123.9M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 51% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNSON HEALTHCARE.
Plan sponsor
Name
MUNSON HEALTHCARE
EIN
38-2640544
Address
1105 6TH STREET · TRAVERSE CITY, MI · 49684
Phone
(231) 935-7372
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
2025-10-08
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)
2X · Other multiple-employer DC plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $136K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & CO | 43-0538770 | — | INVESTMENT ADVISOR | $17K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARNER NORCROSS & JUDD LLP | 38-1422647 | — | LEGAL | $35K | — |
Investments
24 direct securities· $110.2M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds EuroPacific Growth R6 | — | — | — | $18.8M | 15.2% | |
| Fidelity 500 Index Premium | — | — | — | $18.2M | 14.7% | |
| MFS Corporate Bond R6 | — | — | — | $14.3M | 11.5% | |
| Fidelity Large Cap Growth Index | — | — | — | $11.0M | 8.9% | |
| MFS Value R6 | — | — | — | $9.5M | 7.6% | |
| The Standard Insurance Company Investment contract - Standard Stable Asset Fund II | — | — | — | $6.1M | 4.9% | |
| Fidelity Mid Cap Index | — | — | — | $5.9M | 4.8% | |
| Fidelity Small Cap Index | — | — | — | $3.8M | 3.0% | |
| PIMCO Income Institutional | — | — | — | $3.3M | 2.7% | |
| Invesco Oppenheimer Developing Markets R6 | — | — | — | $3.2M | 2.6% | |
| T. Rowe Price Mid-Cap Growth | — | — | — | $2.9M | 2.4% | |
| JPMorgan Mid Cap Value Fund-I | — | — | — | $2.6M | 2.1% | |
| BlackRock Inflation Protected Bond Institutional | — | — | — | $2.5M | 2.0% | |
| PGIM Global Total Return | — | — | — | $2.3M | 1.8% | |
| American Funds New Perspective R6 | — | — | — | $1.5M | 1.2% | |
| State Street Bank and Trust Company AB Small Cap Growth | — | — | — | $1.2M | 1.0% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $1.2M | 1.0% | |
| Touchstone Large Cap Focused Y | — | — | — | $741K | 0.6% | |
| Virtus AllianzGl Convertible Instl | — | — | — | $265K | 0.2% | |
| State Street Bank and Trust Company Interest-bearing cash - Cash reserve account | — | — | — | $260K | 0.2% | |
| Participants Notes receivable from participants with interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $236K | 0.2% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $184K | 0.1% | |
| Del Ivy High Inc I | — | — | — | $157K | 0.1% | |
| Inadvertent loan (g) Expenses incurred in (f) Lease rental/loan connection with (d) Purchase price (e) Selling price amount involved transaction $- | — | — | — | $15K | <0.1% |
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