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Original filing (PDF)20250823075116NAL0002916499001
SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED
Form 5500
FILING_RECEIVED
CHEROKEE REGIONAL MEDICAL CENTER TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
279
Accounts w/ balance
387
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED.
Plan sponsor
Name
SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED
EIN
42-0707096
Address
300 SIOUX VALLEY DRIVE · CHEROKEE, IA · 51012
Phone
(712) 225-3368
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-23
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $20K | — |
Investments
52 direct securities · 1 pooled fund· $22.4M(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.
Uncategorized
$22.2M
52 holdings
Pooled Separate Account
$184K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Smartretirement 2055 R5 Mutual Fund N/A | — | — | — | $4.0M | 17.7% | |
| JPMorgan Smartretirement 2030 R5 Mutual Fund N/A | — | — | — | $2.7M | 11.9% | |
| JPMorgan Smartretirement 2045 R5 Mutual Fund N/A | — | — | — | $2.3M | 10.2% | |
| JPMorgan Smartretirement 2025 R5 Mutual Fund N/A | — | — | — | $2.1M | 9.4% | |
| JPMorgan Smartretirement 2040 R5 Mutual Fund N/A | — | — | — | $1.8M | 7.9% | |
| JPMorgan Smartretirement 2035 R5 Mutual Fund N/A | — | — | — | $1.7M | 7.4% | |
| JPMorgan Smartretirement 2050 R5 Mutual Fund N/A | — | — | — | $1.6M | 7.3% | |
| Vanguard 500 Index Admiral Mutual Fund N/A | — | — | — | $1.2M | 5.3% | |
| Farm Bureau Declared Interest Option Guaranteed Investment Contracts N/A | — | — | — | $765K | 3.4% | |
| T. Rowe Price Blue Chip Growth Mutual Fund N/A | — | — | — | $708K | 3.2% | |
| JPMorgan Smartretirement 2020 R5 Mutual Fund N/A | — | — | — | $700K | 3.1% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A | — | — | — | $320K | 1.4% | |
| American Century Equity Income R6 Mutual Fund N/A | — | — | — | $318K | 1.4% | |
| JPMorgan Smartretirement Income R5 Mutual Fund N/A | — | — | — | $259K | 1.2% | |
| TFLIC Fixed Guaranteed Investment Contracts N/A | — | — | — | $217K | 1.0% | |
| Vanguard Developed Markets Index Admiral Mutual Fund N/A | — | — | — | $196K | 0.9% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | — | — | — | $193K | 0.9% | |
| PGIM TOTAL RETURN BOND R6 PGIM INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $184K | 0.8% | |
| Mass Mutual Mid Cap Growth R5 Mutual Fund N/A | — | — | — | $157K | 0.7% | |
| Allspring Special Mid Cap Value R6 Mutual Fund N/A | — | — | — | $130K | 0.6% | |
| Federated Hermes Mdt Small Cap Growth IS Mutual Fund N/A | — | — | — | $125K | 0.6% | |
| Mass Mutual Guaranteed Interest Account Guaranteed Investment Contracts N/A | — | — | — | $120K | 0.5% | |
| American Funds Income Fund of America R6 Mutual Fund N/A | — | — | — | $99K | 0.4% | |
| CVT S&P MidCap 400 Index Portfolio - F Mutual Fund N/A 444 * Federated Hermes Quality Bond Fund II-Primary Mutual Fund N/A | — | — | — | $77K | 0.3% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $74K | 0.3% | |
| Cohen & Steers Real Estate Securities I Mutual Fund N/A | — | — | — | $68K | 0.3% | |
| T.Rowe Price Moderate Allocation Mutual Fund N/A | — | — | — | $58K | 0.3% | |
| Franklin Small Cap Value R6 Mutual Fund N/A | — | — | — | $52K | 0.2% | |
| T.Rowe Price Equity Income Mutual Fund N/A | — | — | — | $48K | 0.2% | |
| BNY Mellon International Core Equity I Mutual Fund N/A | — | — | — | $39K | 0.2% | |
| American Funds Europacific Gr R6 Mutual Fund N/A | — | — | — | $35K | 0.2% | |
| Fidelity VIP High Income - Service Class 3 Mutual Fund N/A 222 Fidelity VIP Index 500 - Initial Class Mutual Fund N/A | — | — | — | $33K | 0.1% | |
| Mass Mutual High Yield R5 Mutual Fund N/A | — | — | — | $24K | 0.1% | |
| Transamerica Large Value Opp Variable Mutual Fund N/A | — | — | — | $17K | <0.1% | |
| T.Rowe Price International Stock Mutual Fund N/A | — | — | — | $10K | <0.1% | |
| Fidelity VIP Contrafund - Initial Class Mutual Fund N/A | — | — | — | $10K | <0.1% | |
| BNY Mellon VIF Appreciation Portfolio Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Fidelity VIP Contrafund - Service Class 2 Mutual Fund N/A 610 Fidelity VIP Growth - Service Class 2 Mutual Fund N/A 547 Fidelity VIP High Income - Service Class 2 Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Franklin U.S. Government Securities VIP Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| Columbia VP Small Cap Value Fund - Class B Mutual Fund N/A 256 CVT S&P MidCap 400 Index Portfolio Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| LVIP JPMorgan Mid Cap Value Fund Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| Transamerica Partners Large Growth Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| Fidelity VIP Real Estate Mutual Fund N/A 175 Franklin Mutual Shares VIP Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| Franklin US Govt Sec VIP-CL2 Mutual Fund N/A 393 LVIP American Century VP Value Fund Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| Fidelity VIP Mid Cap - Service Class 2 Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| Transamerica Partners Large Core Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| AUL Fixed Account Guaranteed Investment Contracts N/A | — | — | — | $3K | <0.1% | |
| Transamerica Partners High Yield Mutual Fund N/A 411 * Transamerica Partners Intn'l Equity Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Franklin Small-Mid Cap Growth VIP Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Transamerica Core Bond Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Transamerica Balanced II Variable Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Franklin Mutual Shares VIP-CL2 Mutual Fund N/A 716 Franklin Small Cap Value VIP Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Transamerica Inflation Opportunities Mutual Fund N/A | — | — | — | $1K | <0.1% |