Original filing (PDF)20251015142014NAL0009692834001

RICHLAND HOSPITAL, INC.

Name: RICHLAND HOSPITAL, INC. — THE RICHLAND HOSPITAL, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: RICHLAND HOSPITAL, INC.

Form 5500

FILING_RECEIVED

THE RICHLAND HOSPITAL, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

457

Accounts w/ balance

498

Plan assets (EOY)

$39.3M

Net assets (EOY)

$39.3M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

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

Plan health score

/ 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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHLAND HOSPITAL, INC..

Plan sponsor

Name

RICHLAND HOSPITAL, INC.

EIN

39-0808498

Address

333 E 2ND ST · RICHLAND CENTER, WI · 535811914

Phone

(608) 647-6321

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$125K	—

Investments

33 direct securities · 1 pooled fund· $39.7M(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.

Other securities

$37.8M

29 holdings

U.S. Treasuries

$856K

1 holding

Common Stock

$462K

2 holdings

Pooled Separate Account

$442K

1 holding

Participant loans

$124K

1 holding

					% of plan
Am Fds 2010 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$5.3M	13.5%
Am Fds 2020 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$4.1M	10.5%
Fixed Account	Other securities	—	$0	$4.1M	10.5%
Am Fds 2015 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$4.1M	10.4%
Fidelity Mid Cp Index Fund	Other securities	—	$0	$2.6M	6.6%
Am Fds EuroPacific Grth R6 Fd	Other securities	—	$0	$2.6M	6.5%
Fidelity Sm Cap Index Fund	Other securities	—	$0	$2.5M	6.4%
Am Fds 2025 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$1.6M	4.1%
Fidelity 500 Index Fund	Other securities	—	$0	$1.3M	3.2%
BlackRock Md-Cp Gr Eq Port I	Other securities	—	$0	$1.2M	3.1%
Am Fds 2030 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$968K	2.5%
Am Fds 2050 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$900K	2.3%
Am Fds 2035 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$895K	2.3%
PGIM Total Ret Bond R6 Fd	U.S. Treasuries	—	$0	$856K	2.2%
Am Fds 2055 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$732K	1.9%
Prin RE Secs R6 Fund	Other securities	—	$0	$614K	1.6%
Am Fds 2060 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$580K	1.5%
Am Fds 2065 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$525K	1.3%
Am Fds 2045 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$489K	1.2%
Prin Equity Income Inst Fund	Other securities	—	$0	$442K	1.1%
LVIP POOLED SEPARATE ACCOUNTS LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 001	Pooled Separate Account	—	—	$442K	1.1%
JP Morgan Emerg Mkts Eq R6 Fd	Other securities	—	$0	$370K	0.9%
MassMutual Prem In-Pro & Inc I	Common Stock	—	$0	$359K	0.9%
American Fds US Govt Sec R6 Fd	Other securities	—	$0	$340K	0.9%
LVIP POOLED SEPARATE ACCOUNTS	Other securities	—	$0	$332K	0.8%
Principal Div Intl R6 Fund	Other securities	—	$0	$270K	0.7%
JP Morgan Large Cap Gr R6 Fd	Other securities	—	$0	$234K	0.6%
Virtus NFJ Mid-Cap Val I Fd	Other securities	—	$0	$203K	0.5%
Prin SmallCap Value II R6 Fd	Other securities	—	$0	$189K	0.5%
Am Fds 2040 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$157K	0.4%
Participant Loans	Participant loans	—	$0	$124K	0.3%
Prin Fixed Inc Guar Option	Common Stock	—	$0	$104K	0.3%
JanusHenderson Triton N	Other securities	—	$0	$87K	0.2%
AMERICAN FUNDS 2070 TDR R6 FD	Other securities	—	$0	$623	<0.1%