Original filing (PDF)20251014161001NAL0004475520001

LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC.

Name: LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. — LUMINIS HEALTH RETIREMENT PLAN (EMPLOYER CONTRIBUTIONS), Form 5500 (2024)
Creator: LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC.

Form 5500

FILING_RECEIVED

LUMINIS HEALTH RETIREMENT PLAN (EMPLOYER CONTRIBUTIONS)

Defined-contribution retirement plan

Active participants

6,262

Accounts w/ balance

7,974

Plan assets (EOY)

$122.2M

Net assets (EOY)

$122.2M

How this plan invests

This plan

31 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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC..

Plan sponsor

Name

LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC.

EIN

52-1169362

Address

1997 ANNAPOLIS EXCHANGE PKWY SUITE · ANNAPOLIS, MD · 214012777

Phone

(443) 481-1962

Industry

Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SC&H ATTEST SERVICES, P.C.

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$48K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$83K	—

Investments

31 direct securities· $118.5M(97% of reported assets)

					% of plan
Empower Lifetime 2055 Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$17.5M	14.3%
Empower Lifetime 2035 Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$16.7M	13.6%
Empower Lifetime 2045 Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$15.3M	12.5%
Nuveen S&P 500 Index Retirement Fund Interest in registered investment companies XX	Other securities	—	—	$13.4M	11.0%
Empower Lifetime 2025 Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$7.9M	6.5%
Empower Guaranteed Interest Fund Interest in guaranteed interest fund XX	Other securities	—	—	$6.2M	5.1%
Nuveen International Equity Index Retirement Fund Interest in registered investment companies XX	Other securities	—	—	$3.8M	3.1%
Nuveen Small Cap Blend Index Retirement Fund Interest in registered investment companies XX	Other securities	—	—	$3.7M	3.0%
Empower Secured Foundation Balanced G Fund Interest in registered investment companies XX	Other securities	—	—	$3.0M	2.5%
JP Morgan Large-Cap Growth I Fund Interest in registered investment companies XX	Other securities	—	—	$2.9M	2.4%
Fidelity Growth Discovery Fund Interest in registered investment companies XX	Other securities	—	—	$2.7M	2.2%
Fidelity Contrafund Interest in registered investment companies XX	Other securities	—	—	$2.5M	2.1%
Principal Mid Cap R5 Fund Interest in registered investment companies XX	Other securities	—	—	$2.3M	1.9%
TCW MetWest Total Return Bond Fund Interest in registered investment companies XX	Other securities	—	—	$2.3M	1.9%
Columbia Contrarian Core Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$2.0M	1.6%
Virtus SGA Emerging Markets Equity A Fund Interest in registered investment companies XX	Other securities	—	—	$1.8M	1.5%
PIMCO Income Admin Equity Income A Fund Interest in registered investment companies XX	Other securities	—	—	$1.8M	1.4%
Empower Guaranteed Fixed Fund Interest in guaranteed fixed fund XX	Other securities	—	—	$1.6M	1.3%
Columbia Dividend Opportunity Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$1.3M	1.1%
Principal Mid Cap S&P 400 Index R5 Fund Interest in registered investment companies XX	Other securities	—	—	$1.3M	1.1%
Empower Lifetime 2015 Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$1.3M	1.0%
John Hancock Disciplined Value Mid Cap I Fund Interest in registered investment companies XX	Other securities	—	—	$1.2M	1.0%
BlackRock Inflation Protected Bond Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$1.2M	1.0%
Janus Henderson Triton T Fund Interest in registered investment companies XX	Other securities	—	—	$1.0M	0.9%
Macquarie Small Cap Value Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$802K	0.7%
Oakmark International Investor Fund Interest in registered investment companies XX	Other securities	—	—	$760K	0.6%
MFS International Intrinsic Value R4 Fund Interest in registered investment companies XX	Other securities	—	—	$708K	0.6%
Invesco Oppenheimer International Growth Y Fund Interest in registered investment companies XX	Other securities	—	—	$663K	0.5%
Principal Real Estate Securities R5 Fund Interest in registered investment companies XX	Other securities	—	—	$524K	0.4%
Pioneer Equity Income Y Fund Interest in registered investment companies XX	Other securities	—	—	$235K	0.2%
Templeton Global Total Return Advantage Fund Interest in registered investment companies XX	Other securities	—	—	$64K	<0.1%