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Original filing (PDF)20240305124537NAL0015861027001
STORMONT-VAIL HEALTHCARE, INC.
Form 5500
FILING_RECEIVED
STORMONT-VAIL HEALTHCARE RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STORMONT-VAIL HEALTHCARE, INC..
Plan sponsor
Name
STORMONT-VAIL HEALTHCARE, INC.
EIN
48-0543789
Address
1500 SW TENTH STREET · TOPEKA, KS · 666041353
Phone
(785) 354-6000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-05-31
Filed
2024-03-05
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BT&CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER | — | BOSTON, MA | NONE | $570K | — |
| FIDELITY | 04-2723880 | — | NONE | $549K | — |
| MERCER | — | BOSTON, MA | NONE | $93K | — |
| JACOBS LEVY | 22-2774695 | FLORHAM PARK, NJ | NONE | $35K | — |
| NEUMEIER POMA INVESTMENT | 77-0444891 | — | NONE | $0 | — |
Investments
3 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM INTERMEDIATE DUR COMMINGLED FIDELITY INSTITUTIONAL ASSET MANGEMENT TRUST CO · EIN 20-4649715 / PN 014 | Common Collective Trust | $0 | — |
| FIAM LONG CORP A OR BETTER COMMING FIDELITY INSTITUTIONAL ASSET MANGEMENT TRUST CO · EIN 20-4649715 / PN 103 | Common Collective Trust | $0 | — |
| FIAM 8-10 YEAR CORP BOND COMMINGLED FIDELITY INSTITUTIONAL ASSET MANGEMENT TRUST CO · EIN 20-4649715 / PN 155 | Common Collective Trust | $0 | — |