How big is Southeastern Regional Medical Center's plan?

Southeastern Regional Medical Center's plan reported $127.0M in assets and 2,139 participants for 2024.

Original filing (PDF)20251014223320NAL0003803121001

Southeastern Regional Medical Center

Name: Southeastern Regional Medical Center — Southeastern, Form 5500 (2024)
Creator: Southeastern Regional Medical Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southeastern Regional Medical Center Tax-Deferred Savings Plan

403(b) retirement plan · Southeastern Regional Medical Center's Southeastern Regional Medical Center Tax-Deferred Savings Plan held $127.0M in plan assets for 2,139 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

2,139

Accounts w/ balance

2,658

Plan assets (EOY)

$127.0M

Net assets (EOY)

$127.0M

People on this filing

Patrick EBRI signed Southeastern Regional Medical Center's 2024 Form 5500 as plan administrator.

Patrick EBRI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southeastern Regional Medical Center's EIN is 56-0530233.

EIN 56-0530233

Plan number 002

Plan year 2024

ACK ID 20251014223320NAL0003803121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeastern Regional Medical Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeastern Regional Medical Center's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEASTERN REGIONAL MEDICAL CENTER.

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How this plan invests

This plan

75 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3248K (51% of contributions).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

SOUTHEASTERN REGIONAL MEDICAL CENTER

EIN

all filings

Address

300 WEST 27TH STREET · LUMBERTON, NC · 28358

Phone

(910) 671-5609

Industry

Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$239K	—
VARIABLE ANNUITY LIFE INSURANCE CO	74-1625348	—	NONE	$7K	—

Investments

75 direct securities· $125.7M(99% of reported assets)

Mutual Funds

$102.8M

34 holdings

Other securities

$19.0M

34 holdings

Common Collective Trusts

$3.8M

5 holdings

Cash / Money Market

$163K

1 holding

U.S. Treasuries

$7K

1 holding

					% of plan
Vanguard Institutional Index	Mutual Funds	—	—	$14.4M	11.3%
Vanguard Federal Money Market Inv	Mutual Funds	—	—	$10.7M	8.4%
American Funds Growth Fund of America R6 Fund	Mutual Funds	—	—	$9.5M	7.5%
T Rowe Price Retirement 2050 Fund I	Mutual Funds	—	—	$8.4M	6.6%
T Rowe Price Retirement 2040 Fund I	Mutual Funds	—	—	$7.6M	6.0%
T Rowe Price Retirement 2035 Fund I	Mutual Funds	—	—	$6.2M	4.9%
T Rowe Price Retirement 2045 Fund I	Mutual Funds	—	—	$5.6M	4.4%
T Rowe Price Retirement 2055 Fund I	Mutual Funds	—	—	$5.3M	4.2%
Vanguard Total Bond Index I	Mutual Funds	—	—	$5.2M	4.1%
VALIC Fixed Account Plus	Other securities	—	—	$4.8M	3.8%
Harbor Capital Diversified Intl All Cap Retirement Fund	Other securities	—	—	$4.5M	3.5%
T Rowe Price Retirement 2030 Fund I	Mutual Funds	—	—	$4.1M	3.2%
Dodge & Cox Stock Fund	Mutual Funds	—	—	$3.8M	3.0%
VALIC Stock Index Fund	Common Collective Trusts	—	—	$3.1M	2.5%
T Rowe Price Retirement 2025 Fund I	Mutual Funds	—	—	$3.1M	2.4%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$2.8M	2.2%
T Rowe Price Retirement 2060 Fund I	Mutual Funds	—	—	$2.2M	1.7%
Vanguard Total International Stock Index Admiral	Mutual Funds	—	—	$2.2M	1.7%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$2.1M	1.7%
T Rowe Price Retirement 2020 Fund I	Mutual Funds	—	—	$1.9M	1.5%
Loomis Sayles Core Plus Bond Fund N	Other securities	—	—	$1.8M	1.4%
PRIMECAP Odyssey Stock Fund	Mutual Funds	—	—	$1.4M	1.1%
VALIC Short-Term Fixed Account	Other securities	—	—	$1.2M	1.0%
Dimensional US Targeted Value I Fund	Mutual Funds	—	—	$1.2M	0.9%
William Blair Small-Mid Cap Growth Fund I	Other securities	—	—	$1.1M	0.8%
VALIC Growth Fund	Other securities	—	—	$1.0M	0.8%
VALIC Large Capital Growth	Other securities	—	—	$996K	0.8%
VALIC Vanguard Windsor II	Mutual Funds	—	—	$981K	0.8%
VALIC Systematic Growth Fund	Other securities	—	—	$946K	0.7%
VALIC Science & Technology Fund	Other securities	—	—	$882K	0.7%
PIMCO Inflation Response Multi-Asset Inst	Mutual Funds	—	—	$876K	0.7%
VALIC Vanguard Wellington Fund Inc	Mutual Funds	—	—	$699K	0.5%
T Rowe Price Retirement 2065 Fund I	Mutual Funds	—	—	$690K	0.5%
VALIC Vanguard Lifestrategy Growth	Mutual Funds	—	—	$573K	0.5%
VALIC International Value Fund	Other securities	—	—	$459K	0.4%
T Rowe Price Retirement 2010 Fund I	Mutual Funds	—	—	$447K	0.4%
T Rowe Price Retirement 2015 Fund I	Mutual Funds	—	—	$441K	0.3%
VALIC Mid Cap Strategic Growth	Other securities	—	—	$324K	0.3%
VALIC NASDAQ-100(R) Index Fund	Common Collective Trusts	—	—	$279K	0.2%
VALIC Emerging Economies	Other securities	—	—	$171K	0.1%
VALIC International Equities Index Fund	Common Collective Trusts	—	—	$165K	0.1%
VALIC GS Vit Gov Money Market Fund Inst	Cash / Money Market	—	—	$163K	0.1%
VALIC Mid Cap Index Fund	Common Collective Trusts	—	—	$157K	0.1%
VALIC Vanguard Lifestrategy Moderate	Mutual Funds	—	—	$115K	<0.1%
VALIC Core Bond Fund	Other securities	—	—	$104K	<0.1%
VALIC Vanguard Lifestrategy Conservative	Mutual Funds	—	—	$82K	<0.1%
VALIC Ariel Appreciation Fund	Other securities	—	—	$75K	<0.1%
VALIC US Socially Responsible Fund	Other securities	—	—	$73K	<0.1%
VALIC Mid Cap Value Fund	Other securities	—	—	$65K	<0.1%
VALIC Vanguard Long-Term Treasury	Mutual Funds	—	—	$58K	<0.1%