· 2022–2024 · DOL EFAST2

LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER — OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014104003NAL0003663408009

LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER

Form 5500

FILING_RECEIVED

OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

341

Accounts w/ balance

380

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

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

71

/ 100

Grade B

Above-average plan

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

100

Total plan cost

46

Plan health

34

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER.

Plan sponsor

Name

LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER

EIN

39-0773970

Address

2600 65TH AVENUE · OSCEOLA, WI · 54020

Phone

(715) 294-2111

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$250	—

Advisor / Consultant

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FIN SVCS ADVISORS	59-2937883	—	INVESTMENT ADVISORY	$0	—

Investments

1 pooled fund· $296K(2% 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.

			% of plan
LINCOLN NATIONAL LIFE MULTIFUND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000	Pooled Separate Account	$296K	1.7%

1–1 of 1

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