Original filing (PDF)20251015100827NAL0002125187001

Chadron Community Hospital and Health Services

Name: Chadron Community Hospital and Health Services — Form 5500 Plan 002 (2024)
Creator: Chadron Community Hospital and Health Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Chadron Community Hospital and Health Services Tax Deferred Annuity Plan

403(b) retirement plan · Chadron Community Hospital and Health Services' Chadron Community Hospital and Health Services Tax Deferred Annuity Plan held $9.1M in plan assets for 262 participants in 2024, with Empower as recordkeeper.

Signals · 2

42% in single holding57% employer stock

Active participants

262

Accounts w/ balance

177

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES

EIN

47-0482234all filings

Address

825 CENTENNIAL DRIVE · CHADRON, NE · 69337

Phone

(308) 747-2462

Industry

Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BRADY MARTZ & ASSOCIATES P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$86	—
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$42	—

Investments

33 direct securities · 2 pooled funds· $26.1M(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.

Common Stocks

$10.3M

4 holdings

Pooled Separate Account

$7.8M

2 holdings

Other securities

$3.1M

8 holdings

Mutual Funds

$2.5M

8 holdings

Common Collective Trusts

$2.2M

12 holdings

Stable Value

$195K

1 holding

					% of plan
American United Life Insurance Company Pooled investments in mutual funds	Common Stocks	—	—	$7.8M	84.8%
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$7.8M	84.8%
American United Life Insurance Company General Account Fixed income account	Common Stocks	—	—	$1.4M	15.2%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$1.2M	13.0%
T. ROWE PRICE TROWEPRICE ALL CAP OPPS I MUTUAL FUND SHARES 0	Other securities	—	—	$911K	10.0%
NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$629K	6.9%
VANGUARD EXPLORER ADM MUTUAL FUND SHARES 0	Mutual Funds	—	—	$613K	6.7%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$597K	6.5%
AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$570K	6.2%
INVESCO CORE PLUS BOND R6 MUTUAL FUND SHARES 0 34 JANUS HENDERSON JAN HEN BALANCED N MUTUAL FUND SHARES 0	Mutual Funds	—	—	$537K	5.9%
JPMORGAN US EQUITY R6 MUTUAL FUND SHARES 0	Other securities	—	—	$531K	5.8%
DFA GLOBAL EQTY I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$483K	5.3%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$371K	4.1%
NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$342K	3.7%
NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$280K	3.1%
JANUS HENDERSON JAN HEN ENTERPRISE N MUTUAL FUND SHARES 0	Mutual Funds	—	—	$267K	2.9%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$254K	2.8%
JANUS HENDERSON JAN HEN FLEXIBLE BOND N MUTUAL FUND SHARES 0	Mutual Funds	—	—	$205K	2.2%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$195K	2.1%
NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$189K	2.1%
NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$179K	2.0%
JPMORGAN MID CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$160K	1.7%
PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$136K	1.5%
NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$114K	1.2%
AMERICAN CENTURY AMERCENT SMCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$109K	1.2%
AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$91K	1.0%
VICTORY VIC PIONEER BOND R6 MUTUAL FUND SHARES 0	Other securities	—	—	$64K	0.7%
NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$36K	0.4%
NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$33K	0.4%
NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$22K	0.2%
NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$15K	0.2%
NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$14K	0.2%
Talcott Resolution Life Insurance Company Pooled investments in mutual funds	Common Stocks	—	—	$5K	<0.1%
SEPARATE ACCOUNT DC II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-1408044 / PN 000	Pooled Separate Account	—	—	$5K	<0.1%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2K	<0.1%