Original filing (PDF)20251013103429NAL0001116577001

BALDWIN AREA MEDICAL CENTER, INC.

Name: BALDWIN AREA MEDICAL CENTER, INC. — WESTERN WISCONSIN HEALTH 403(B) PLAN, Form 5500 (2024)
Creator: BALDWIN AREA MEDICAL CENTER, INC.

Form 5500

FILING_RECEIVED

WESTERN WISCONSIN HEALTH 403(B) PLAN

403(b) retirement plan

Active participants

456

Accounts w/ balance

722

Plan assets (EOY)

$41.0M

Net assets (EOY)

$41.0M

How this plan invests

This plan

53 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALDWIN AREA MEDICAL CENTER, INC..

Plan sponsor

Name

BALDWIN AREA MEDICAL CENTER, INC.

EIN

39-0808526

Address

1100 BERGSLIEN STREET · BALDWIN, WI · 54002

Phone

(715) 684-1111

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORDKEEPER	$125K	—

Investments

53 direct securities· $41.0M(100% of reported assets)

Other securities

$36.1M

49 holdings

Stable Value

$4.1M

2 holdings

Cash / Money Market

$617K

1 holding

Bonds / Notes

$211K

1 holding

					% of plan
American Funds 2045 T Date R6 Mutual fund	Other securities	—	—	$4.1M	10.0%
Voya Fixed Plus Account III Insurance Company General Account	Stable Value	—	—	$4.1M	9.9%
VY TRwPr Cap Apprec Port Ins Mutual fund	Other securities	—	—	$3.6M	8.7%
Fidelity Blue Chip Growth Fund Mutual fund	Other securities	—	—	$2.9M	7.2%
Voya Growth and Income Port I Mutual fund	Other securities	—	—	$2.5M	6.1%
American Funds 2050 T Date R6 Mutual fund	Other securities	—	—	$2.1M	5.1%
American Funds 2035 T Date R6 Mutual fund	Other securities	—	—	$1.7M	4.2%
American Funds Nw Prspctv R6 Mutual fund	Other securities	—	—	$1.7M	4.1%
American Funds 2040 T Date R6 Mutual fund	Other securities	—	—	$1.6M	4.0%
Vangrd 500 Index Fund Adm Mutual fund	Other securities	—	—	$1.5M	3.7%
Voya Large Cap Growth Prt Ins Mutual fund	Other securities	—	—	$1.4M	3.5%
American Funds 2055 T Date R6 Mutual fund	Other securities	—	—	$1.4M	3.4%
American Funds Wash Mutual R6 Mutual fund	Other securities	—	—	$1.1M	2.7%
VY TRwPr Grw Eqty Pt I Mutual fund	Other securities	—	—	$1.1M	2.6%
American Funds 2060 T Date R6 Mutual fund	Other securities	—	—	$1.0M	2.5%
Vangrd Mid-Cap Index Fund Adm Mutual fund	Other securities	—	—	$921K	2.2%
American Funds 2030 T Date R6 Mutual fund	Other securities	—	—	$882K	2.2%
American Funds 2025 T Date R6 Mutual fund	Other securities	—	—	$690K	1.7%
VY TRwPr Divr MdCp Gr Pt I Mutual fund	Other securities	—	—	$645K	1.6%
Voya Gov Money Market Port I Mutual fund	Cash / Money Market	—	—	$617K	1.5%
Fidelity Adv Ttl Bnd Fd Ins Mutual fund	Other securities	—	—	$571K	1.4%
Fidelity Adv Stk Sel SC Fd Z Mutual fund	Other securities	—	—	$462K	1.1%
MFS New Discovery Val Fund R6 Mutual fund	Other securities	—	—	$434K	1.1%
JPMorgan Vl Advantage Fnd L Mutual fund	Other securities	—	—	$384K	0.9%
Fidelity Intl Cap Appr K6 Fund Mutual fund	Other securities	—	—	$374K	0.9%
Columbia Contrarian Core Fd I3 Mutual fund	Other securities	—	—	$347K	0.8%
JPMorgan US Sust Leaders Fd I Mutual fund	Other securities	—	—	$336K	0.8%
DFA Emrg Mkts Core Eqty Pt Ins Mutual fund	Other securities	—	—	$336K	0.8%
Victory Sycmr Est Vl Fd I Mutual fund	Other securities	—	—	$241K	0.6%
American Funds 2065 T Date R6 Mutual fund	Other securities	—	—	$219K	0.5%
Participant loans Interest rates of 4.25% to 9.50% $0	Bonds / Notes	—	—	$211K	0.5%
PIMCO Real Return Fund Ins Mutual fund	Other securities	—	—	$192K	0.5%
Vangrd Dev Mkts Index Fd Adm Mutual fund	Other securities	—	—	$183K	0.4%
NYLI CBRE Real Estate Fd I Mutual fund	Other securities	—	—	$181K	0.4%
Voya SmCp Opport Port I Mutual fund	Other securities	—	—	$176K	0.4%
Vangrd Small-Cap Index Fnd Adm Mutual fund	Other securities	—	—	$142K	0.3%
AB Global Bond Fund I Mutual fund	Other securities	—	—	$108K	0.3%
DFA US Small Cap Vl Port Ins Mutual fund	Other securities	—	—	$93K	0.2%
BlkRck Hlth Sci Opport Prt Ins Mutual fund	Other securities	—	—	$72K	0.2%
Janus Hndr Triton Fd N Mutual fund	Other securities	—	—	$70K	0.2%
Voya Mid Cap Opport Port I Mutual fund	Other securities	—	—	$57K	0.1%
Voya Short Duration Bnd R6 Mutual fund	Other securities	—	—	$54K	0.1%
Vangrd Mid-Cap Vl Indx Fnd Adm Mutual fund	Other securities	—	—	$50K	0.1%
American Funds Am Balanced R6 Mutual fund	Other securities	—	—	$48K	0.1%
MFS Intl New Discovery Fnd R6 Mutual fund	Other securities	—	—	$19K	<0.1%
Voya High Yield Port Ins Mutual fund	Other securities	—	—	$19K	<0.1%
Voya Fixed Plus Account II Guaranteed investment contract	Stable Value	—	—	$18K	<0.1%
American Funds 2020 T Date R6 Mutual fund	Other securities	—	—	$17K	<0.1%
Voya Fixed Account 4550 Insurance Company General Account $545 * Voya Fixed Plus Account II 4568 Insurance Company General Account	Other securities	—	—	$15K	<0.1%
American Funds 2015 T Date R6 Mutual fund	Other securities	—	—	$12K	<0.1%