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Original filing (PDF)20251015082538NAL0002020931001
LESTER E. COX MEDICAL CENTERS
Form 5500
FILING_RECEIVED
COX SAVINGS INCENTIVE PLAN
403(b) retirement plan
Active participants
13,775
Accounts w/ balance
11,018
Plan assets (EOY)
$963.7M
Net assets (EOY)
$963.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LESTER E. COX MEDICAL CENTERS.
Plan sponsor
Name
LESTER E. COX MEDICAL CENTERS
EIN
44-0577118
Address
1423 NORTH JEFFERSON AVENUE · SPRINGFIELD, MO · 65802
Phone
(417) 269-6843
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $496K | — |
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS | — | SPRINGFIELD, MO | INVESTMENT MANAGER/ADVIS | $249K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSCS FS DIV OF BROADRIDGE BPO, LLP | 33-1151291 | — | NONE | $0 | — |
Investments
30 direct securities· $963.9M(100% of reported assets)
Uncategorized
$941.0M
29 holdings
Mutual Funds
$22.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Large Cap Growth Index Instl Prm | — | — | — | $195.1M | 20.2% | |
| Fidelity Investments Fidelity Large Cap Value Index Prm Inst | — | — | — | $105.1M | 10.9% | |
| Matrix Trust Company AUL Stable Value Account Series I | — | — | — | $80.0M | 8.3% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $60.7M | 6.3% | |
| Payden Corporate Bond | — | — | — | $53.1M | 5.5% | |
| Lazard International Strategic Equity Institutional | — | — | — | $50.8M | 5.3% | |
| Victory Funds Undiscovered Managers Behavioral Val R6 | — | — | — | $49.4M | 5.1% | |
| Emerald Growth Institutional | — | — | — | $34.3M | 3.6% | |
| JPMorgan Mtge Back Sec-R6 | — | — | — | $32.4M | 3.4% | |
| American Funds American Funds 2050 Target Date Retirement R6 | — | — | — | $29.4M | 3.1% | |
| American Funds American Funds 2030 Target Date Retirement R6 | — | — | — | $29.1M | 3.0% | |
| American Funds American Funds 2060 Target Date Retirement R6 | — | — | — | $28.5M | 3.0% | |
| American Funds American Funds 2035 Target Date Retirement R6 | — | — | — | $27.4M | 2.8% | |
| American Funds American Funds 2045 Target Date Retirement R6 | — | — | — | $26.6M | 2.8% | |
| American Funds American Funds 2055 Target Date Retirement R6 | — | — | — | $24.7M | 2.6% | |
| American Funds American Funds 2040 Target Date Retirement R6 | — | — | — | $22.9M | 2.4% | |
| Wells Fargo Allspring Special Mid Cap Value R6 | Mutual Funds | — | — | $22.8M | 2.4% | |
| Harding Loevner Instl Emerg Mkts Z | — | — | — | $22.1M | 2.3% | |
| American Funds American Funds 2025 Target Date Retirement R6 | — | — | — | $19.0M | 2.0% | |
| RBC Emerging Markets Equity R6 | — | — | — | $13.9M | 1.4% | |
| with maturity dates through May 2034 | — | — | — | $10.2M | 1.1% | |
| Artisan High Income Institutional | — | — | — | $8.4M | 0.9% | |
| American Funds American Funds 2020 Target Date Retirement R6 | — | — | — | $6.3M | 0.6% | |
| American Funds American Funds 2065 Target Date Retirement R6 | — | — | — | $3.6M | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate | — | — | — | $2.9M | 0.3% | |
| American Funds American Funds 2010 Target Date Retirement R6 | — | — | — | $2.3M | 0.2% | |
| American Funds American Funds 2015 Target Date Retirement R6 | — | — | — | $2.1M | 0.2% | |
| Insurance Accounts *Metropolitan Life Insurance Company Fixed Interest Account | — | — | — | $686K | <0.1% | |
| Metropolitan Life Insurance Company Growth Plus Account | — | — | — | $301K | <0.1% | |
| persons who indirectly or directly received $5,000 or more in compensation during the Plan year for services | — | — | — | $5K | <0.1% |