Original filing (PDF)20251008133540NAL0003046163001

BON SECOURS MERCY HEALTH, INC.

Name: BON SECOURS MERCY HEALTH, INC. — HOSPICE OF THE VALLEY 401(K) PLAN, Form 5500 (2024)
Creator: BON SECOURS MERCY HEALTH, INC.

Form 5500-SF

FILING_RECEIVED

HOSPICE OF THE VALLEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BON SECOURS MERCY HEALTH, INC..

Plan sponsor

Name

BON SECOURS MERCY HEALTH, INC.

EIN

52-1301088

Address

4600 MCAULEY PLACE · BLUE ASH, OH · 45242

Phone

(513) 639-0333

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

BON SECOURS MERCY HEALTH RETIREMENT PLAN COMMITTEE

EIN

87-3103696

City

BLUE ASH, OH

Phone

(513) 639-0333

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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