Original filing (PDF)20251013153609NAL0001630977001

GREAT PLAINS HEALTH ALLIANCE

Name: GREAT PLAINS HEALTH ALLIANCE — GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: GREAT PLAINS HEALTH ALLIANCE

Form 5500

FILING_RECEIVED

GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,019

Accounts w/ balance

1,201

Plan assets (EOY)

$37.9M

Net assets (EOY)

$37.9M

How this plan invests

This plan

1 pooled trust

Schedule D

65 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

Delinquent participant contributions reported (Schedule H 4a) — 24K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT PLAINS HEALTH ALLIANCE.

Plan sponsor

Name

GREAT PLAINS HEALTH ALLIANCE

EIN

48-0617739

Address

P O BOX 366 · PHILLIPSBURG, KS · 67661

Phone

(785) 543-2111

Industry

Other Services (ex. Public Admin)see all

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO.	35-0145825	—	NONE	$4K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTURE CAPITAL	62-1823351	—	NONE	$49K	—
GALLAGHER BENEFIT SVCS INC.	36-4291971

Investments

65 direct securities · 1 pooled fund· $70.9M(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.

Other securities

$32.6M

56 holdings

Pooled Separate Account

$32.0M

1 holding

Common Stock

$6.0M

6 holdings

Pooled Separate Accounts

$142K

2 holdings

Cash / Money Market

$74K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$32.0M	84.5%
Fixed Interest Investment Options * American United Life Insurance Company American United Life Fixed Fund	Common Stock	—	—	$4.7M	12.5%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$4.0M	10.6%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$2.3M	6.0%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Other securities	—	—	$2.2M	5.8%
American United Life Insurance Company Vanguard US Growth Adm	Other securities	—	—	$2.0M	5.2%
American United Life Insurance Company Fidelity Advisor Total Bond Z	Other securities	—	—	$1.5M	3.9%
VANGUARD TOTAL INT STK IDX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$1.4M	3.7%
MFS INTL GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.4M	3.6%
American United Life Insurance Company American Funds 2050 Trgt Date Ret R6	Other securities	—	—	$1.3M	3.5%
American United Life Insurance Company American Funds 2030 Trgt Date Ret R6	Other securities	—	—	$1.1M	2.8%
American United Life Insurance Company T. Rowe Price Value I	Other securities	—	—	$1.0M	2.6%
FIDELITY ADV GROWTH OPPS Z MUTUAL FUND SHARES 0	Other securities	—	—	$933K	2.5%
American United Life Insurance Company American Century Mid Cap Value R6	Other securities	—	—	$909K	2.4%
American United Life Insurance Company American United Life Stable Value Account	Common Stock	—	—	$882K	2.3%
JANUS HENDERSON JAN HEN GLOBAL TECHNOLOGY N MUTUAL FUND SHARES 0	Other securities	—	—	$848K	2.2%
American United Life Insurance Company Vanguard Total Bond Market Index Adm	Other securities	—	—	$823K	2.2%
American United Life Insurance Company American Funds 2045 Trgt Date Ret R6	Other securities	—	—	$807K	2.1%
American United Life Insurance Company American Funds New Perspective R6	Other securities	—	—	$781K	2.1%
MFS VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$771K	2.0%
American United Life Insurance Company MFS Value R6	Other securities	—	—	$771K	2.0%
AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$756K	2.0%
American United Life Insurance Company American Funds 2025 Trgt Date Ret R6	Other securities	—	—	$703K	1.9%
American United Life Insurance Company MFS Mid Cap Growth R6	Other securities	—	—	$696K	1.8%
American United Life Insurance Company Federal Herm Opp High Yield R6	Other securities	—	—	$693K	1.8%
American United Life Insurance Company American Funds 2060 Trgt Date Ret R6	Other securities	—	—	$581K	1.5%
American United Life Insurance Company American Funds New World R6	Other securities	—	—	$564K	1.5%
American United Life Insurance Company American Funds 2035 Trgt Date Ret R6	Other securities	—	—	$519K	1.4%
American United Life Insurance Company American Funds 2040 Trgt Date Ret R6	Other securities	—	—	$439K	1.2%
AMERICAN CENTURY AMERCENT SMCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$338K	0.9%
American United Life Insurance Company Deutsche Real Estate Secs R6	Other securities	—	—	$334K	0.9%
American United Life Insurance Company PGIM Global Total Return R6	Other securities	—	—	$277K	0.7%
AMERICAN UNITED LIFE INS CO ALTERNATE FIXED ACCOUNT 0	Common Stock	—	—	$276K	0.7%
American United Life Insurance Company AB Small Cap Growth Z	Other securities	—	—	$252K	0.7%
American United Life Insurance Company Lord Abbett Dev Growth	Other securities	—	—	$246K	0.6%
AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$196K	0.5%
American United Life Insurance Company American Funds 2065 Trgt Date Ret R6	Other securities	—	—	$169K	0.4%
FIDELITY EMERGING MARKETS IDX MUTUAL FUND SHARES 0	Other securities	—	—	$168K	0.4%
FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$141K	0.4%
American United Life Insurance Company PGIM JennFocused Growth R6	Other securities	—	—	$112K	0.3%
PRUDENTIAL PGIM JENN FOCUSED GRO R6 MUTUAL FUND SHARES 0	Other securities	—	—	$112K	0.3%
PIONEER VICTORY PIONEER SELECT MID CAP MUTUAL FUND SHARES 0	Other securities	—	—	$100K	0.3%
AB DISCOVERY GROWTH MUTUAL FUND SHARES 0	Pooled Separate Accounts	—	—	$93K	0.2%
American United Life Insurance Company Thornburg Limited - Term Inc R6	Common Stock	—	—	$90K	0.2%
ALGER LGCAP GRTH PORT I-2 MUTUAL FUND SHARES 0	Other securities	—	—	$84K	0.2%
American United Life Insurance Company Alger Large Cap Growth Portfolio	Other securities	—	—	$84K	0.2%
GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT R6 MUTUAL FUND SHARES 0	Cash / Money Market	—	—	$74K	0.2%
American United Life Insurance Company Janus Aspen Global Research Inst	Other securities	—	—	$52K	0.1%
American United Life Insurance Company Fidelity VIP Contrafund	Other securities	—	—	$52K	0.1%
VANGUARD TOTAL STK MKT IND ADM MUTUAL FUND SHARES 0	Other securities	—	—	$51K	0.1%