Back to filter
Original filing (PDF)20251015132149NAL0002476483001
BLACK RIVER HEALTH, INC.
Form 5500
FILING_RECEIVED
BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
310
Accounts w/ balance
389
Plan assets (EOY)
$37.8M
Net assets (EOY)
$37.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACK RIVER HEALTH, INC..
Plan sponsor
Name
BLACK RIVER HEALTH, INC.
EIN
39-1027536
Address
711 WEST ADAMS STREET · BLACK RIVER FALLS, WI · 54615
Phone
(715) 284-5361
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DS&B, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | — | MILWAUKEE, WI | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | INVESTMENT ADVISOR | $67K | — |
Investments
13 direct securities · 2 pooled funds· $37.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.6M
13 holdings
Common Collective Trust
$9.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund ** $ | — | — | — | $5.8M | 15.3% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $5.5M | 14.5% | |
| Fidelity Large Cap Growth Idx Mutual Fund | — | — | — | $4.2M | 11.1% | |
| Fidelity Large Cap Value Index Mutual Fund | — | — | — | $4.0M | 10.6% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $3.7M | 9.9% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $3.7M | 9.7% | |
| T. Rowe Price Md-Cap Mutual Fund | — | — | — | $2.0M | 5.4% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $1.9M | 4.9% | |
| Allspring Speial Mid Cap Value Fund - Class A Mutual Fund | — | — | — | $1.7M | 4.5% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $1.6M | 4.3% | |
| Harbor Small Cap Growth Fund Institutional Class Mutual Fund | — | — | — | $1.2M | 3.2% | |
| Natixis Funds Trust Vaughan Nelson Small Cap Value Fund Class A Mutual Fund | — | — | — | $1.1M | 2.8% | |
| JOHCM Emerging Markets Opportunities Fund Advisor Shares Mutual Fund | — | — | — | $1.1M | 2.8% | |
| Notes Receivable from Participants Participant Loans*** | — | — | — | $353K | 0.9% | |
| Mid Atlantic Master Cash Account Non Interest Bearing Cash | — | — | — | $7K | <0.1% |