How big is Clara Barton Hospital's plan?

Clara Barton Hospital's plan reported $16.4M in assets and 343 participants for 2024.

Original filing (PDF)20251007134101NAL0008240640001

Clara Barton Hospital

Name: Clara Barton Hospital — Clara Barton Hospital Tax, Form 5500 (2024)
Creator: Clara Barton Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Clara Barton Hospital Tax Deferred Annuity Plan

403(b) retirement plan · Clara Barton Hospital's Clara Barton Hospital Tax Deferred Annuity Plan held $16.4M in plan assets for 343 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

15% employer stockCorrective distributions issued

Active participants

343

Accounts w/ balance

320

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

People on this filing

James Tusten signed Clara Barton Hospital's 2024 Form 5500 as plan administrator.

James Tusten — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clara Barton Hospital's EIN is 48-0576039.

EIN 48-0576039

Plan number 002

Plan year 2024

ACK ID 20251007134101NAL0008240640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clara Barton Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clara Barton Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARA BARTON HOSPITAL.

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How this plan invests

This plan

1 pooled trust

Schedule D

41 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).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

CLARA BARTON HOSPITAL

EIN

all filings

Address

250 W 9TH ST · HOISINGTON, KS · 675441706

Phone

(620) 653-2114

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

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$844	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTURE CAPITAL	62-1823351	—	NONE	$22K	—
GALLAGHER BENEFIT SVCS INC	36-4291971

Investments

41 direct securities · 1 pooled fund· $31.1M(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.

Pooled Separate Account

$14.5M

1 holding

Mutual Funds

$8.8M

21 holdings

Other securities

$3.0M

11 holdings

Common Collective Trusts

$1.8M

5 holdings

Common Stocks

$1.4M

1 holding

Pooled Separate Accounts

$1.1M

2 holdings

Stable Value

$382K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$7.2M Fidelity$2.1M Vanguard$1.1M JPMorgan$767K Prudential / PGIM$583K American Century$555K BlackRock / iShares$314K Franklin Templeton$231K

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					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$14.5M	88.5%
Contracts with insurance company * AUL Deposit Account ‐ Fixed Account Plus N/A	Common Stocks	—	—	$1.4M	8.4%
Fidelity Blue Chip Growth K6 N/A	Pooled Separate Accounts	—	—	$1.0M	6.2%
American Funds American Balanced R6 N/A	Mutual Funds	—	—	$953K	5.8%
American Funds 2055 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$890K	5.4%
Fidelity 500 Index N/A	Common Collective Trusts	—	—	$881K	5.4%
American Funds 2050 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$772K	4.7%
JPMorgan Large Cap Growth R6 N/A	Other securities	—	—	$767K	4.7%
Vanguard Total Int Stk Idx Adm N/A	Common Collective Trusts	—	—	$640K	3.9%
MFS Intl Growth R6 N/A	Mutual Funds	—	—	$605K	3.7%
American Funds 2060 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$585K	3.6%
Columbia Dividend Income I3 N/A	Other securities	—	—	$559K	3.4%
American Funds 2045 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$537K	3.3%
Prudential Pgim Total Return Bond R6 N/A	Other securities	—	—	$483K	2.9%
MFS Mid Cap Growth R6 N/A	Mutual Funds	—	—	$472K	2.9%
American Funds 2030 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$469K	2.9%
MFS Val R6 N/A	Mutual Funds	—	—	$412K	2.5%
American Funds 2020 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$411K	2.5%
American Funds 2040 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$391K	2.4%
AUL Deposit Account ‐ AUL Stable Value Account N/A	Stable Value	—	—	$382K	2.3%
Vanguard Value Index Adm N/A	Mutual Funds	—	—	$362K	2.2%
American Funds New World R6 N/A	Mutual Funds	—	—	$361K	2.2%
American Funds 2035 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$326K	2.0%
American Funds Bond FD Of America R6 N/A	Mutual Funds	—	—	$325K	2.0%
American Funds 2025 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$279K	1.7%
AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$277K	1.7%
American Funds New Perspective R6 N/A	Mutual Funds	—	—	$260K	1.6%
Blackrock High Yield Bond K N/A	Other securities	—	—	$237K	1.4%
Franklin Templeton Small Cap Value R6 N/A	Mutual Funds	—	—	$231K	1.4%
Alliance Bernstein Small Cap Growth Z N/A	Other securities	—	—	$225K	1.4%
Fidelity Emerging Markets Idx N/A	Common Collective Trusts	—	—	$156K	0.9%
DWS Rreef Real Estate Sec R6 N/A	Other securities	—	—	$149K	0.9%
American Funds 2015 Trgt Date Ret R6 N/A	Mutual Funds	—	—	$149K	0.9%
s ‐ Continued American Funds 2065 Trgt Date Ret R6 N/A	Pooled Separate Accounts	—	—	$113K	0.7%
PRUDENTIAL PGIM GLOBAL TOTAL RETURN R6 MUTUAL FUND SHARES 0	Other securities	—	—	$101K	0.6%
Blackrock Health Sci Opps K N/A	Other securities	—	—	$77K	0.5%
AUL Deposit Account ‐ Alternate Fixed Account N/A	Other securities	—	—	$71K	0.4%
Vanguard Total Bnd Mkt Idx Adm N/A	Common Collective Trusts	—	—	$62K	0.4%
FIDELITY EMERGING MARKETS IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$55K	0.3%
Macquarie Funds Small Cap Core R6 N/A	Other securities	—	—	$52K	0.3%
Vanguard Small Cap Index Adm N/A	Mutual Funds	—	—	$34K	0.2%
Vanguard Mid Cap Index Adm N/A	Mutual Funds	—	—	$17K	0.1%

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