Original filing (PDF)20251015150759NAL0002637971001

ST. MARY'S MEDICAL CENTER, INC.

Name: ST. MARY'S MEDICAL CENTER, INC. — ST. MARY'S MEDICAL CENTER 403(B) PLAN, Form 5500 (2024)
Creator: ST. MARY'S MEDICAL CENTER, INC.

Form 5500

FILING_RECEIVED

ST. MARY'S MEDICAL CENTER 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

3,704

Accounts w/ balance

4,283

Plan assets (EOY)

$159.5M

Net assets (EOY)

$159.5M

How this plan invests

This plan

96 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. MARY'S MEDICAL CENTER, INC..

Plan sponsor

Name

ST. MARY'S MEDICAL CENTER, INC.

EIN

55-0357050

Address

2900 FIRST AVE. · HUNTINGTON, WV · 25702

Phone

(304) 523-1234

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	20-8764829	—	INVESTMENT ADVISORY	$35K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$227K	—

Investments

96 direct securities· $154.8M(97% of reported assets)

Other securities

$150.8M

91 holdings

Bonds / Notes

$3.0M

2 holdings

Common Stock

$990K

2 holdings

U.S. Treasuries

$5K

1 holding

					% of plan
FIDELITY 500 INDEX FUND	Other securities	—	—	$21.0M	13.2%
COREBRIDGE VALIC FIXED INCOME	Other securities	—	—	$11.4M	7.2%
FIDELITY INTERNATIONAL IDX FD	Other securities	—	—	$10.0M	6.2%
BLACKROCK EQUITY DIV K FUND	Other securities	—	—	$9.5M	6.0%
AMERICAN FUNDS AM FDS 2050 TRGT DTE RTM R6 FD	Other securities	—	—	$9.1M	5.7%
FIDELITY MID CP INDEX FUND	Other securities	—	—	$8.1M	5.1%
FIDELITY US BOND INDEX FUND	Other securities	—	—	$7.3M	4.5%
AMERICAN CENTURY INVESTMENTS AM CENT GROWTH R6 FUND	Other securities	—	—	$6.4M	4.0%
AMERICAN FUNDS AM FDS 2040 TRGT DTE RTM R6 FD	Other securities	—	—	$6.3M	4.0%
AMERICAN FUNDS AM FDS 2035 TRGT DTE RTM R6 FD	Other securities	—	—	$6.1M	3.8%
AMERICAN FUNDS AM FDS 2045 TRGT DTE RTM R6 FD	Other securities	—	—	$6.0M	3.8%
FIDELITY SM CAP INDEX FUND	Other securities	—	—	$5.1M	3.2%
AMERICAN FUNDS AM FDS 2055 TRGT DTE RTM R6 FD	Other securities	—	—	$4.9M	3.1%
AMERICAN FUNDS AM FDS 2030 TRGT DTE RTM R6 FD	Other securities	—	—	$4.2M	2.7%
AMERICAN FUNDS AM FDS 2025 TRGT DTE RTM R6 FD	Other securities	—	—	$3.8M	2.4%
VANGUARD WELLINGTON ADM FUND	Other securities	—	—	$3.7M	2.3%
AMERICAN FUNDS AM FDS 2020 TRGT DTE RTM R6 FD	Other securities	—	—	$2.9M	1.8%
AMERICAN FUNDS AMERICAN FUNDS NEWWORLD R6	Other securities	—	—	$2.6M	1.6%
Participants Loans Interest rate 4.25% - 9.50%	Bonds / Notes	—	—	$2.5M	1.5%
BLACKROCK TOTAL RETURN K FUND	Other securities	—	—	$2.4M	1.5%
AMERICAN FUNDS AM FDS EUROPACIFIC GRTH R6 FD	Other securities	—	—	$2.1M	1.3%
DIMENSIONAL FUND ADVISORS DFA US TARGETED VALUE I FUND	Other securities	—	—	$2.0M	1.3%
MFS INVESTMENTS MFS INTL INTRINSIC VALUE R6 FD	Other securities	—	—	$1.8M	1.1%
MFS INVESTMENTS MFS GLOBAL REAL ESTATE R6 FUND	Other securities	—	—	$1.8M	1.1%
AMERICAN FUNDS AM FDS 2060 TRGT DTE RTM R6 FD	Other securities	—	—	$1.7M	1.1%
FIDELITY INF-PR BOND INDEX FD	Other securities	—	—	$1.7M	1.1%
VALIC AGGRESSIVE GROWTH LIFESTYLE 291 ALLSPRING GLOBAL INVESTMENTS ALLSPRING SPEC M CAP VALUE R6	Other securities	—	—	$1.6M	1.0%
AMERICAN CENTURY INVESTMENTS AMERICAN CENTURY SC GR R6 FD	Other securities	—	—	$1.2M	0.7%
JP MORGAN JP MORGAN MID CAP GROWTH R6 FD	Other securities	—	—	$1.1M	0.7%
PRINCIPAL FIXED INC GUAR OPTION	Common Stock	—	—	$972K	0.6%
AMERICAN FUNDS AM FDS 2015 TRGT DTE RTM R6 FD	Other securities	—	—	$952K	0.6%
BRIGHTHOUSE FIXED ACCOUNT PLUS	Other securities	—	—	$639K	0.4%
AMERICAN FUNDS AM FDS 2065 TRGT DTE RTM R6 FD	Other securities	—	—	$638K	0.4%
BRIGHTHOUSE FIXED ACCOUNT 3.5%	Bonds / Notes	—	—	$529K	0.3%
JP MORGAN JPMORGAN US GOV MM CAPITAL FD	Other securities	—	—	$459K	0.3%
BRIGHTHOUSE ASSET ALLOCATION 80 PORTFOLIO	Other securities	—	—	$339K	0.2%
LOOMIS SAYLES GROWTH PORTFOLIO	Other securities	—	—	$321K	0.2%
JENNISON ASSOCIATES JENNISON GROWTH PORTFOLIO	Other securities	—	—	$226K	0.1%
AMERICAN FUNDS AM FDS 2010 TRGT DTE RTM R6 FD	Other securities	—	—	$172K	0.1%
VANGUARD WINDSOR II	Other securities	—	—	$157K	<0.1%
ARIEL INVESTMENTS ARIEL APPRECIATION FUND	Other securities	—	—	$122K	<0.1%
FIDELITY SMALL CAP SPECIAL VALUE FUND	Other securities	—	—	$107K	<0.1%
BLACKROCK CAPITAL APPRECIATION PORTFOLIO	Other securities	—	—	$95K	<0.1%
BRIGHTHOUSE ASSET ALLOCATION 60 PORTFOLIO	Other securities	—	—	$80K	<0.1%
METLIFE STOCK INDEX PORTFOLIO CLASS A	Other securities	—	—	$66K	<0.1%
FIDELITY MID CAP VALUE FUND	Other securities	—	—	$59K	<0.1%
ARIEL INVESTMENTS ARIEL FUND	Other securities	—	—	$53K	<0.1%
BLACKROCK HIGH YIELD PORTFOLIO CLASS A	Other securities	—	—	$43K	<0.1%
FIDELITY STOCK INDEX FUND	Other securities	—	—	$41K	<0.1%
FIDELITY VIP EQUITY INCOME PORTFOLIO	Other securities	—	—	$40K	<0.1%