How big is Hudson Hospital's plan?

Hudson Hospital's plan reported $33.6M in assets and 448 participants for 2024.

Original filing (PDF)20251008130417NAL0003024883001

Hudson Hospital

Name: Hudson Hospital — Hudson Hospital, Inc. 403(b) Plan, Form 5500 (2024)
Creator: Hudson Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hudson Hospital, Inc. 403(b) Plan

403(b) retirement plan · Hudson Hospital's Hudson Hospital, Inc. 403(b) Plan held $33.6M in plan assets for 448 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

448

Accounts w/ balance

522

Plan assets (EOY)

$33.6M

Net assets (EOY)

$33.6M

People on this filing

Alicia Gilbert signed Hudson Hospital's 2024 Form 5500 as plan administrator.

Alicia Gilbert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hudson Hospital's EIN is 39-0804125.

EIN 39-0804125

Plan number 002

Plan year 2024

ACK ID 20251008130417NAL0003024883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hudson Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hudson Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 402K (8% of contributions).

Plan sponsor

Name

HUDSON HOSPITAL

EIN

all filings

Address

8170 33RD AVENUE SOUTH · P.O. BOX 1309 · MINNEAPOLIS, MN · 554401309

Phone

(715) 531-6000

Industry

Health Care & Social Assistance

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

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVEST INST OPER CO	04-2647786	—	RECORDKEEPER	$27K	—
LINCOLN FINANCIAL CORPORATION	35-1140070	FORT WAYNE, IN	SERVICE PROVIDER	$710	—

Investments

56 direct securities · 1 pooled fund· $33.8M(100% 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.

Mutual Funds

$25.5M

26 holdings

Other securities

$3.8M

22 holdings

Common Collective Trusts

$2.5M

4 holdings

Pooled Separate Account

$725K

1 holding

Self-Directed Brokerage

$652K

1 holding

Stable Value

$337K

1 holding

Bonds / Notes

$276K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$27.6M Lincoln Financial$1.4M T. Rowe Price$973K Fidelity$675K BlackRock / iShares$263K State Street / SPDR$138K American Funds (Capital Group)$61K JPMorgan$32K Dodge & Cox

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					% of plan
Vanguard Target Retirement 2035	Mutual Funds	—	—	$5.8M	17.3%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$4.3M	12.7%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$4.0M	12.0%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$4.0M	11.8%
Vanguard Institutional 500 Index	Common Collective Trusts	—	—	$1.7M	5.1%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$1.6M	4.8%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$1.4M	4.2%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$1.1M	3.4%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$1.1M	3.2%
T. Rowe Price Large Cap Growth	Other securities	—	—	$945K	2.8%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$783K	2.3%
MULTIFUND GROUOP ACCOUNT Q LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 002	Pooled Separate Account	—	—	$725K	2.2%
Fidelity Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$652K	1.9%
Westwood SmallCap Ultra	Other securities	—	—	$628K	1.9%
Lincoln National Life Fixed Account	Other securities	—	—	$584K	1.7%
Vanguard International Growth	Mutual Funds	—	—	$546K	1.6%
Vanguard Small-Cap Index Fund Instl Plus Shares	Common Collective Trusts	—	—	$497K	1.5%
Hood River SmallCap Growth	Other securities	—	—	$491K	1.5%
Lincoln National Life Stable Value Account	Stable Value	—	—	$337K	1.0%
FMI Large Cap Fund	Other securities	—	—	$313K	0.9%
Participants Notes Receivable from Participants Rate was 4.25% - 9.50% -	Bonds / Notes	—	—	$276K	0.8%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$261K	0.8%
BlackRock Total Return K	Other securities	—	—	$259K	0.8%
Vanguard Real Estate Index	Mutual Funds	—	—	$172K	0.5%
RBC Emerging Markets Equity I	Other securities	—	—	$152K	0.5%
Lincoln National Life LVIP SSGA S&P 500 Index	Common Collective Trusts	—	—	$129K	0.4%
Vanguard Total International Stock Market Index	Common Collective Trusts	—	—	$121K	0.4%
Lincoln National Life LVIP Delaware Mid Cap Value	Other securities	—	—	$111K	0.3%
Lincoln National Life LVIP Dimensional U.S. Core Equity 1	Mutual Funds	—	—	$86K	0.3%
Vanguard Inflation Protected	Mutual Funds	—	—	$84K	0.2%
Vanguard Target Retirement Income	Mutual Funds	—	—	$58K	0.2%
Lincoln National Life LVIP Mondrian International Value	Other securities	—	—	$55K	0.2%
Lincoln National Life LVIP Blended Lrg Cap Ground MNGD Voltity	Other securities	—	—	$53K	0.2%
Vanguard Total Bond Market Index	Mutual Funds	—	—	$48K	0.1%
Lincoln National Life American Funds Growth	Mutual Funds	—	—	$42K	0.1%
Vanguard Target Retirement 2070	Mutual Funds	—	—	$35K	0.1%
Lincoln National Life LVIP JP Morgan Retirement Income	Other securities	—	—	$32K	<0.1%
Vanguard Federal Money Market	Mutual Funds	—	—	$30K	<0.1%
Lincoln National Life LVIP T. Rowe Price Structured Mid-Cap Growth	Other securities	—	—	$28K	<0.1%
Lincoln National Life LVIP Delaware Wealth Builder Fund	Other securities	—	—	$27K	<0.1%
Lincoln National Life LVIP Delaware Social Awareness	Other securities	—	—	$24K	<0.1%
Dodge & Cox International Stock	Mutual Funds	—	—	$24K	<0.1%
Lincoln National Life Fidelity VIP Growth	Mutual Funds	—	—	$19K	<0.1%
Lincoln National Life LVIP Blended Mid Cap Managed Volatility	Other securities	—	—	$16K	<0.1%
Lincoln National Life LVIP Global Growth Alloc Mgd Risk	Other securities	—	—	$15K	<0.1%
Lincoln National Life MFS Utilities	Mutual Funds	—	—	$15K	<0.1%
Lincoln National Life Delaware VIP REIT	Common Stocks	—	—	$13K	<0.1%
Lincoln National Life LVIP Delaware Bond	Other securities	—	—	$12K	<0.1%
Lincoln National Life American Funds Global Growth	Mutual Funds	—	—	$11K	<0.1%
Lincoln National Life Delaware VIP Small Cap Value	Other securities	—	—	$9K	<0.1%

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