Original filing (PDF)20250807093322NAL0002110723001

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC.

Name: BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. — BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC.

Form 5500

FILING_RECEIVED

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

543

Accounts w/ balance

651

Plan assets (EOY)

$58.8M

Net assets (EOY)

$58.8M

How this plan invests

This plan

40 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC..

Plan sponsor

Name

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC.

EIN

47-0379834

Address

4800 HOSPITAL PARKWAY · BEATRICE, NE · 68310

Phone

(402) 228-3344

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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$97K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARINER, LLC	87-1928698	—	ADVISOR	$26K	—

Investments

40 direct securities· $57.6M(98% of reported assets)

Common Collective Trusts

$49.0M

24 holdings

Other securities

$8.5M

15 holdings

Common Stock

$92K

1 holding

					% of plan
YourPath iShares 2050 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$7.5M	12.8%
YourPath iShares 2040 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$6.8M	11.6%
YourPath iShares 2045 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$6.8M	11.5%
YourPath iShares 2025 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$6.4M	10.9%
YourPath iShares 2035 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$6.0M	10.1%
YourPath iShares 2030 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$4.8M	8.2%
YourPath iShares 2055 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$3.9M	6.6%
Vanguard 500 Index Admiral Class Mutual Fund	Other securities	—	—	$2.7M	4.5%
YourPath iShares 2020 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$2.6M	4.5%
Vanguard Small Cap Index Admiral Shares Mutual Fund	Other securities	—	—	$1.4M	2.4%
YourPath iShares 2010 Moderate Collective Investment Trust 351 *YourPath iShares 2015 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$1.1M	1.9%
JP Morgan Large Cap Growth Class R6 Mutual Fund	Other securities	—	—	$1.1M	1.8%
YourPath iShares 2060 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$1.0M	1.8%
YourPath iShares 2045 Growth Collective Investment Trust	Common Collective Trusts	—	—	$677K	1.2%
American Funds Europacific Growth Class R6 Mutual Fund	Other securities	—	—	$421K	0.7%
Dodge & Cox Stock Class X Mutual Fund	Other securities	—	—	$402K	0.7%
Invesco Oppenheimer Discovery Mid Cap Growth Class R6 Mutual Fund	Other securities	—	—	$397K	0.7%
YourPath iShares 2025 Growth Collective Investment Trust	Common Collective Trusts	—	—	$396K	0.7%
Wasatch Core Growth Institutional Class Shares Mutual Fund	Other securities	—	—	$382K	0.7%
Vanguard Mid Cap Index Admiral Shares Mutual Fund	Other securities	—	—	$351K	0.6%
Vanguard Total International Stock Index Admiral Shares Mutual Fund	Other securities	—	—	$315K	0.5%
Metropolitan West Total Return Bond Class I Mutual Fund	Other securities	—	—	$293K	0.5%
YourPath iShares 2065 Moderate Collective Investment Trust	Common Collective Trusts	—	—	$272K	0.5%
YourPath iShares 2065 Growth Collective Investment Trust 172 *Lincoln Stable Value Account - Z238 Guaranteed Investment	Common Collective Trusts	—	—	$254K	0.4%
YourPath iShares 2060 Growth Collective Investment Trust	Common Collective Trusts	—	—	$235K	0.4%
MFS Mid Cap Value Class R6 Mutual Fund	Other securities	—	—	$234K	0.4%
Vanguard Total Bond Market Index Admiral Shares Mutual Fund	Other securities	—	—	$228K	0.4%
PGIM High Yield Class R6 Mutual Fund	Other securities	—	—	$174K	0.3%
American Funds New World Class R6 Mutual Fund	Other securities	—	—	$117K	0.2%
YourPath iShares 2035 Conservative Collective Investment Trust	Common Collective Trusts	—	—	$94K	0.2%
Cohen and Steers Real Estate Securities Inc Class Institutional Mutual Fund	Common Stock	—	—	$92K	0.2%
Undiscovered Managers Behavioral Value Class R6 Mutual Fund	Other securities	—	—	$85K	0.1%
YourPath iShares 2040 Growth Collective Investment Trust	Common Collective Trusts	—	—	$76K	0.1%
YourPath iShares 2035 Growth Collective Investment Trust	Common Collective Trusts	—	—	$48K	<0.1%
YourPath iShares Income Moderate Collective Investment Trust	Common Collective Trusts	—	—	$13K	<0.1%
YourPath iShares Income Growth Collective Investment Trust	Common Collective Trusts	—	—	$8K	<0.1%
YourPath iShares 2055 Growth Collective Investment Trust	Common Collective Trusts	—	—	$8K	<0.1%
YourPath iShares 2020 Conservative Collective Investment Trust	Common Collective Trusts	—	—	$3K	<0.1%
YourPath iShares 2060 Conservative Collective Investment Trust	Common Collective Trusts	—	—	$2K	<0.1%
YourPath iShares 2050 Growth Collective Investment Trust	Common Collective Trusts	—	—	$2K	<0.1%