· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNITED PRESBYTERIAN HOME — UNITED PRESBYTERIAN HOME 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711080648NAL0009333616001
UNITED PRESBYTERIAN HOME
Form 5500-SF
FILING_RECEIVED
UNITED PRESBYTERIAN HOME 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
130
Accounts w/ balance
88
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNITED PRESBYTERIAN HOME
.
Find decision makers
Plan sponsor
Name
UNITED PRESBYTERIAN HOME
EIN
42-0713662
Address
1203 E WASHINGTON ST. · WASHINGTON, IA · 52353
Phone
(319) 653-5473
Industry
Health Care & Social Assistance
see 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
2025-07-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
PARK AVENUE OPERATING COMPANY, LLC
PARK AVENUE OPERATING COMPANY, LLC 401(K) PLAN
$3.1M · 31 participants
THE LEARNING TREE, INC.
THE LEARNING TREE, INC. 403(B) PLAN
$3.1M · 417 participants
ELM CREST MANOR
ELM CREST MANOR NURSING STAFF 401(K) RETIREMENT PLAN
$3.1M · 59 participants
COMCARE, INC.
COMCARE, INC. 401(K) PLAN
$3.1M · 121 participants
WESLEY HOUSING CORPORATION OF MEMPHIS, INC.
WESLEY HOUSING CORPORATION OF MEMPHIS, INC. EMPLOYEE'S RETIREMENT PLAN
80
Knocking points off
No independent qualified public accountant (IQPA) named.
68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 138 participants
HUBBARD HILL ESTATES INC.
HUBBARD HILL ESTATES INC. RETIREMENT PLAN
$3.1M · 228 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
