Back to filter
Original filing (PDF)20251010155534NAL0007983985001
MCPHERSON HOSPITAL INC.
Form 5500
FILING_RECEIVED
MCPHERSON HOSPITAL INC. TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
407
Accounts w/ balance
353
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 211% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCPHERSON HOSPITAL INC..
Plan sponsor
Name
MCPHERSON HOSPITAL INC.
EIN
48-0799105
Address
1000 HOSPITAL DRIVE · MCPHERSON, KS · 67460
Phone
(620) 241-2250
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WEDNDLING NOE NELSON JOHNSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVMT ADV | 82-1364595 | — | ADVISOR | $31K | — |
| MORNINGSTAR | 36-3297908 | — | ADVISOR | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $77K | — |
| QUALIFIED PLAN ADVISORS | 82-1364595 | — | SERVICE PROVIDER | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
