How big is Hospice & Palliative Care Charlotte Region's plan?

Hospice & Palliative Care Charlotte Region's plan reported $44.8M in assets and 979 participants for 2024.

Original filing (PDF)20251015094222NAL0004209297001

Hospice & Palliative Care Charlotte Region

Name: Hospice & Palliative Care Charlotte Region — Form 5500 Plan 002 (2024)
Creator: Hospice & Palliative Care Charlotte Region
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan

403(b) retirement plan · Hospice & Palliative Care Charlotte Region's Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan held $44.8M in plan assets for 979 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

979

Accounts w/ balance

1,191

Plan assets (EOY)

$44.8M

Net assets (EOY)

$44.8M

People on this filing

Cindy Tilley signed Hospice & Palliative Care Charlotte Region's 2024 Form 5500 as plan administrator.

Cindy Tilley — 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

Hospice & Palliative Care Charlotte Region's EIN is 56-1219017.

EIN 56-1219017

Plan number 002

Plan year 2024

ACK ID 20251015094222NAL0004209297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hospice & Palliative Care Charlotte Region from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hospice & Palliative Care Charlotte Region's plan includes a 403(b) annuity, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOSPICE & PALLIATIVE CARE CHARLOTTE REGION.

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How this plan invests

This plan

68 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 24K (0% of contributions).

Plan sponsor

Name

HOSPICE & PALLIATIVE CARE CHARLOTTE REGION

EIN

all filings

Address

P.O. BOX 470408 · CHARLOTTE, NC · 28247

Phone

(704) 375-0100

Industry

Outpatient Care Centers· 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

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO	74-1625348	—	NONE	$136K	—

Investments

68 direct securities· $44.7M(100% of reported assets)

Other securities

$23.4M

23 holdings

Mutual Funds

$12.2M

22 holdings

Common Collective Trusts

$8.2M

6 holdings

Common Stocks

$529K

15 holdings

Bonds / Notes

$432K

2 holdings

					% of plan
Vanguard 500 Index ADM	Common Collective Trusts	—	—	$6.5M	14.5%
Columbia Balanced R5	Other securities	—	—	$3.2M	7.0%
VALIC Fixed Interest Option	Other securities	—	—	$3.1M	7.0%
JPMorgan SmartRetirement Blend 2045 Fund R6	Other securities	—	—	$3.0M	6.8%
Vanguard Small Cap Index ADM	Mutual Funds	—	—	$2.6M	5.9%
JPMorgan SmartRetirement Blend 2030 Fund R6	Other securities	—	—	$2.5M	5.6%
JPMorgan SmartRetirement Blend 2035 Fund R6	Other securities	—	—	$2.2M	5.0%
JPMorgan SmartRetirement Blend 2055 Fund R6	Other securities	—	—	$2.0M	4.5%
Fidelity Overseas	Mutual Funds	—	—	$2.0M	4.4%
JPMorgan SmartRetirement Blend 2050 Fund R6	Other securities	—	—	$2.0M	4.4%
JPMorgan SmartRetirement Blend 2040 Fund R6	Other securities	—	—	$1.9M	4.3%
Vanguard Mid Cap Index ADM	Mutual Funds	—	—	$1.7M	3.9%
Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$1.7M	3.7%
Harbor Funds Harbor Capital Appreciation Institutional	Mutual Funds	—	—	$1.5M	3.4%
Vanguard Total Bond Market Index Fund Adm	Common Collective Trusts	—	—	$1.4M	3.2%
JPMorgan SmartRetirement Blend 2025 Fund R6	Other securities	—	—	$951K	2.1%
T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity	Other securities	—	—	$824K	1.8%
American Funds Amer Cent Us Govt Mmkt Inv	Mutual Funds	—	—	$569K	1.3%
PIMCO Total Return Institutional	Mutual Funds	—	—	$569K	1.3%
Notes Receivable from Participants Loans to participants, maturing through 2035, with rates varying from 4.25% to 9.50%.	Bonds / Notes	—	—	$430K	1.0%
MFS Mid Cap Value R6	Mutual Funds	—	—	$422K	0.9%
Principal Real Estate Securities Institutional	Other securities	—	—	$410K	0.9%
VALIC Fixed Account Plus	Other securities	—	—	$302K	0.7%
Janus Enterprise I	Mutual Funds	—	—	$291K	0.6%
JPMorgan SmartRetirement Blend 2020 Fund R6	Other securities	—	—	$275K	0.6%
MFS Value R6	Mutual Funds	—	—	$231K	0.5%
VALIC Trust Company Systematic Growth Fund	Common Stocks	—	—	$170K	0.4%
PineBridge Investments Moderate Growth Lifestyle	Other securities	—	—	$165K	0.4%
SunAmerica Asset Management Corp. Mid Cap Index Fund	Common Collective Trusts	—	—	$139K	0.3%
Vanguard Wellington Fund Inc	Mutual Funds	—	—	$117K	0.3%
American Beacon American Beacon Small Cap Value Institutional	Other securities	—	—	$111K	0.2%
Boston Co. VC I Capital Appreciation	Common Stocks	—	—	$109K	0.2%
T. Rowe Price T Rowe Price Retirement 2045 Advantage	Mutual Funds	—	—	$106K	0.2%
PineBridge Investments Aggressive Growth Lifecycle	Other securities	—	—	$100K	0.2%
SunAmerica Asset Management Corp. Small Cap Index Fund	Common Collective Trusts	—	—	$92K	0.2%
Vanguard Windsor II	Mutual Funds	—	—	$67K	0.1%
JPMorgan SmartRetirement Income R6	Other securities	—	—	$64K	0.1%
T. Rowe Price T Rowe Price Retirement 2050 Advantage	Mutual Funds	—	—	$62K	0.1%
T. Rowe Price T Rowe Price Retirement 2055 Advantage	Mutual Funds	—	—	$58K	0.1%
SunAmerica Asset Management Corp. Stock Index Fund	Common Collective Trusts	—	—	$51K	0.1%
PineBridge Investments VC I Conserve Growth Lifestyle	Other securities	—	—	$46K	0.1%
VALIC Trust Company Core Bond Fund	Common Stocks	—	—	$42K	<0.1%
VALIC Trust Company Science &Technology Fund	Common Stocks	—	—	$41K	<0.1%
American Century International Growth Fund	Other securities	—	—	$41K	<0.1%
T. Rowe Price T Rowe Price Retirement 2025 Advantage	Mutual Funds	—	—	$40K	<0.1%
VALIC Trust Company Mid Cap Strategic Growth	Common Stocks	—	—	$33K	<0.1%
VALIC Trust Company Growth Fund	Common Stocks	—	—	$33K	<0.1%
VALIC Short Term Fixed Account	Other securities	—	—	$30K	<0.1%
T. Rowe Price T Rowe Price Retirement 2035 Advantage	Mutual Funds	—	—	$29K	<0.1%
SunAmerica Asset Management Corp. US Socially Responsible Fund	Common Stocks	—	—	$28K	<0.1%