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Original filing (PDF)20251014141007NAL0004184816002
HIAWATHA COMMUNITY HOSPITAL
Form 5500
FILING_RECEIVED
AMBERWELL HEALTH 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
271
Accounts w/ balance
378
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIAWATHA COMMUNITY HOSPITAL.
Plan sponsor
Name
HIAWATHA COMMUNITY HOSPITAL
EIN
48-0577658
Address
300 UTAH STREET · HIAWATHA, KS · 66434
Phone
(785) 742-2131
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $47K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | NONE | $23K | — |
Investments
70 direct securities· $14.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Variable Annuity Life Insurance Company Fixed Account Plus (1) | — | — | — | $1.3M | 9.5% | |
| VALIC Trust Company, Inc. Fidelity 500 Index Instl Prem (1) | — | — | — | $1.2M | 8.2% | |
| The Variable Annuity Life Insurance Company Stock Index Fund (1) | — | — | — | $1.0M | 7.4% | |
| VALIC Trust Company, Inc. Vanguard Tot Intl Stck Idx Adm (1) | — | — | — | $933K | 6.7% | |
| The Variable Annuity Life Insurance Company Core Bond Fund (1) | — | — | — | $559K | 4.0% | |
| VALIC Trust Company, Inc. Allspring Sp Md Cp Val Fund R6 (1) 7 *VALIC Trust Company, Inc. American Funds Amr Balanced R6 (1) | — | — | — | $498K | 3.6% | |
| The Variable Annuity Life Insurance Company Internatl Equities Index Fund (1) | — | — | — | $476K | 3.4% | |
| The Variable Annuity Life Insurance Company Nasdaq-100(R) Index Fund (1) | — | — | — | $458K | 3.3% | |
| VALIC Trust Company, Inc. Fidelity US Bond Index Instl (1) | — | — | — | $436K | 3.1% | |
| The Variable Annuity Life Insurance Company Large Capital Growth (1) 48 *The Variable Annuity Life Insurance Company Mid Cap Index Fund (1) | — | — | — | $406K | 2.9% | |
| VALIC Trust Company, Inc. Fixed Account (1) | — | — | — | $400K | 2.9% | |
| The Variable Annuity Life Insurance Company Vanguard Windsor II (1) | — | — | — | $341K | 2.4% | |
| The Variable Annuity Life Insurance Company Emerging Economies (1) | — | — | — | $280K | 2.0% | |
| VALIC Trust Company, Inc. Goldman Sachs GQG Ptnrs Int R6 (1) | — | — | — | $270K | 1.9% | |
| VALIC Trust Company, Inc. Fidelity Small Cap Growth K6 (1) | — | — | — | $268K | 1.9% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2030 (1) | — | — | — | $265K | 1.9% | |
| VALIC Trust Company, Inc. Vanguard Sm Cp Idx Adm (1) | — | — | — | $246K | 1.8% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2040 (1) | — | — | — | $234K | 1.7% | |
| VALIC Trust Company, Inc. Vanguard Small Cp Val Index Ad (1) | — | — | — | $225K | 1.6% | |
| The Variable Annuity Life Insurance Company Us Socially Responsible Fund (1) | — | — | — | $209K | 1.5% | |
| The Variable Annuity Life Insurance Company International Value Fund (1) | — | — | — | $204K | 1.5% | |
| The Variable Annuity Life Insurance Company Mid Cap Strategic Gwth (1) | — | — | — | $200K | 1.4% | |
| The Variable Annuity Life Insurance Company VC I Capital Appreciation (1) | — | — | — | $192K | 1.4% | |
| The Variable Annuity Life Insurance Company Gs Vit Gov Money Mkt Fd Inst (1) | — | — | — | $186K | 1.3% | |
| The Variable Annuity Life Insurance Company Vanguard Lifestrategy Conser (1) | — | — | — | $186K | 1.3% | |
| VALIC Trust Company, Inc. Fidelity Mid Cap Ind Inst Prem (1) | — | — | — | $184K | 1.3% | |
| VALIC Trust Company, Inc. Prudential Quan Sol Comm St R6 (1) | — | — | — | $183K | 1.3% | |
| VALIC Trust Company, Inc. Vanguard Emrg Mkt Stk Idx Adm (1) | — | — | — | $176K | 1.3% | |
| The Variable Annuity Life Insurance Company Loan Collateral Fund (1) | — | — | — | $175K | 1.2% | |
| VALIC Trust Company, Inc. Vanguard Real Estate Index Adm (1) | — | — | — | $156K | 1.1% | |
| The Variable Annuity Life Insurance Company Intl Socially Responsible Fund (1) | — | — | — | $143K | 1.0% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2045 (1) | — | — | — | $134K | 1.0% | |
| The Variable Annuity Life Insurance Company Mid Cap Value Fund (1) | — | — | — | $127K | 0.9% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt Inc (1) | — | — | — | $125K | 0.9% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2060 (1) | — | — | — | $122K | 0.9% | |
| The Variable Annuity Life Insurance Company Global Real Estate Fund (1) | — | — | — | $115K | 0.8% | |
| The Variable Annuity Life Insurance Company Short Term Fixed Account (1) | — | — | — | $96K | 0.7% | |
| The Variable Annuity Life Insurance Company Inflation Protected Fund (1) | — | — | — | $96K | 0.7% | |
| The Variable Annuity Life Insurance Company Intl Opportunities (1) | — | — | — | $91K | 0.7% | |
| The Variable Annuity Life Insurance Company Small Cap Index Fund (1) | — | — | — | $91K | 0.6% | |
| VALIC Trust Company, Inc. JP Morgan Mid Cap Growth R6 (1) | — | — | — | $86K | 0.6% | |
| VALIC Trust Company, Inc. Baird Core Plus Bond Instl (1) | — | — | — | $74K | 0.5% | |
| The Variable Annuity Life Insurance Company Vanguard Lt Inv-Grade Fund (1) 23 *The Variable Annuity Life Insurance Company Vanguard Wellington Fund Inc (1) | — | — | — | $72K | 0.5% | |
| The Variable Annuity Life Insurance Company Science & Technology Fund (1) | — | — | — | $64K | 0.5% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2055 (1) | — | — | — | $61K | 0.4% | |
| The Variable Annuity Life Insurance Company Moderate Growth Lifestyle (1) | — | — | — | $56K | 0.4% | |
| The Variable Annuity Life Insurance Company Vanguard Lifestrategy Modera (1) | — | — | — | $53K | 0.4% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2050 (1) | — | — | — | $48K | 0.3% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2035 (1) | — | — | — | $47K | 0.3% | |
| The Variable Annuity Life Insurance Company Small Cap Value Fund (1) | — | — | — | $46K | 0.3% | |
| VALIC Trust Company, Inc. Vanguard Equity Inc Adm (1) | — | — | — | $39K | 0.3% | |
| The Variable Annuity Life Insurance Company Aggressive Growth Lifestyle (1) | — | — | — | $39K | 0.3% | |
| The Variable Annuity Life Insurance Company High Yield Bond Fund (1) | — | — | — | $38K | 0.3% | |
| The Variable Annuity Life Insurance Company Ariel Fund (1) | — | — | — | $37K | 0.3% | |
| VALIC Trust Company, Inc. Vanguard INF Pro Sec Adml (1) | — | — | — | $33K | 0.2% | |
| The Variable Annuity Life Insurance Company Small Cap Growth Fund (1) | — | — | — | $31K | 0.2% | |
| The Variable Annuity Life Insurance Company Small Cap Special Value Fund (1) | — | — | — | $26K | 0.2% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2025 (1) | — | — | — | $22K | 0.2% | |
| The Variable Annuity Life Insurance Company Growth Fund (1) | — | — | — | $20K | 0.1% | |
| The Variable Annuity Life Insurance Company Systematic Core Fund (1) | — | — | — | $20K | 0.1% | |
| The Variable Annuity Life Insurance Company Global Strategy (1) 66 *The Variable Annuity Life Insurance Company Government Securities Fund (1) | — | — | — | $19K | 0.1% | |
| The Variable Annuity Life Insurance Company Systematic Growth Fund (1) | — | — | — | $9K | <0.1% | |
| The Variable Annuity Life Insurance Company Amer Bea Man Lrg Cp Gr Inv Cl (1) | — | — | — | $8K | <0.1% | |
| The Variable Annuity Life Insurance Company Ariel Appreciation Fund (1) | — | — | — | $5K | <0.1% | |
| The Variable Annuity Life Insurance Company International Growth Fund (1) | — | — | — | $4K | <0.1% | |
| The Variable Annuity Life Insurance Company Systematic Value (1) | — | — | — | $4K | <0.1% | |
| The Variable Annuity Life Insurance Company Dividend Value (1) | — | — | — | $4K | <0.1% | |
| VALIC Trust Company, Inc. Vanguard Tgt Rtmt 2020 (1) | — | — | — | $3K | <0.1% | |
| VALIC Trust Company, Inc. Vanguard Growth Index Adm (1) | — | — | — | $3K | <0.1% | |
| The Variable Annuity Life Insurance Company Loan Escrow Fund (1) | — | — | — | $1K | <0.1% |