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Original filing (PDF)20251015134042NAL0002380355001
THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION
Form 5500
FILING_RECEIVED
THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,920
Accounts w/ balance
18,917
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
9 pooled trusts
Schedule D
79 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION.
Plan sponsor
Name
THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION
EIN
58-1588823
Address
1200 NORTH ELM STREET · GREENSBORO, NC · 27401
Phone
(336) 832-7000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $352K | — |
| FIDELITY INVESTMENTS INSTL OPS CO. | 04-2647786 | — | NONE | $3K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $887 | — |
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | — | NONE | $275 | — |
Investments
71 direct securities · 9 pooled funds· $1.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.6B
70 holdings
Pooled Separate Account
$5.0M
9 holdings
Mutual Funds
$878K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Total Return Institutional N/R | — | — | — | $193.1M | 11.9% | |
| Fidelity Contrafund K6 N/R | — | — | — | $180.0M | 11.1% | |
| Fully Benefit Responsive Investment Contract * VALIC Fixed interest N/R | — | — | — | $174.4M | 10.7% | |
| American Funds American Funds Fundamental N/R | — | — | — | $104.2M | 6.4% | |
| Oakmark Funds Oakmark R6 N/R | — | — | — | $88.8M | 5.5% | |
| Vanguard Small Cap Growth IndexFund N/R | — | — | — | $86.2M | 5.3% | |
| JP Morgan Chase Retirement AccountJP Morgan Mid Cap Value l N/R | — | — | — | $83.6M | 5.1% | |
| Macquarie Funds Investment R6Macquarie Mid Cap Growth l N/R | — | — | — | $81.2M | 5.0% | |
| Vanguard Equity Income Fund N/R | — | — | — | $81.0M | 5.0% | |
| Royce Small-Cap Total Return Fund N/R | — | — | — | $80.7M | 5.0% | |
| Dodge & Cox Dodge & Cox Stock X N/R | — | — | — | $76.0M | 4.7% | |
| Vanguard Institutional Index Fund N/R | — | — | — | $63.2M | 3.9% | |
| Dodge & Cox Dodge & Cox Income X N/R | — | — | — | $56.3M | 3.5% | |
| American Funds Investment ClassAmerican Europacific Growth R6 N/R | — | — | — | $51.6M | 3.2% | |
| Vanguard Total Stock Institutional N/R | — | — | — | $43.1M | 2.7% | |
| Dodge & Cox Dodge & Cox International Stock X N/R | — | — | — | $42.0M | 2.6% | |
| Dimensional Funds Advisors DFA International Small Company l N/R | — | — | — | $36.5M | 2.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $21.8M | 1.3% | |
| Vanguard Admiral SaresVanguard Total Bond Index l N/R | — | — | — | $12.9M | 0.8% | |
| Vanguard Total International StockInstitutional N/R | — | — | — | $10.2M | 0.6% | |
| Oakmark Funds Oakmark International Small Cap R6 Fund N/R 6 Dodge & Cox Dodge & Cox Balanced X N/R | — | — | — | $9.8M | 0.6% | |
| Empower Guaranteed Interest Account N/R | — | — | — | $8.3M | 0.5% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice N/R | — | — | — | $7.1M | 0.4% | |
| Fidelity Blue Chip Growth Fund N/R | — | — | — | $3.9M | 0.2% | |
| Fidelity Contrafund N/R | — | — | — | $3.2M | 0.2% | |
| Empower PGIM Jennison Growth N/R | — | — | — | $2.9M | 0.2% | |
| Fidelity Growth Company Fund N/R | — | — | — | $2.2M | 0.1% | |
| Empower PGIM Quant Solutions Large-Cap Index Z N/R | — | — | — | $1.6M | <0.1% | |
| Fidelity 500 Index N/R | — | — | — | $1.5M | <0.1% | |
| Fidelity Magellan Fund N/R | — | — | — | $1.3M | <0.1% | |
| Fully Benefit Responsive Annuity Contracts * Transamerica TFLIC Stable Value Account N/R | — | — | — | $1.2M | <0.1% | |
| MEDLEY PSF BLEND PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $1.2M | <0.1% | |
| Empower Medley Prudential Capital Growth Account N/R | — | — | — | $1.1M | <0.1% | |
| MEDLEYPRU CAP GRO VCA-10 PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $1.1M | <0.1% | |
| Fidelity OTC Portfolio N/R | — | — | — | $1.0M | <0.1% | |
| MEDLEY PSF STOCK IDX PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $917K | <0.1% | |
| s * Fidelity Puritan Fund N/R | Mutual Funds | — | — | $878K | <0.1% | |
| Fidelity Growth & Income Fund N/R | — | — | — | $837K | <0.1% | |
| MEDLEY PSF PGIM 50/50 PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $801K | <0.1% | |
| MEDLEY PSF PGIM FLX MGD PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 086 | Pooled Separate Account | — | — | $647K | <0.1% | |
| Transamerica Large Growth R N/R | — | — | — | $603K | <0.1% | |
| Fidelity Equity Income Fund N/R | — | — | — | $602K | <0.1% | |
| Fidelity Freedom 2010 K N/R 3 * Fidelity Freedom 2020 K N/R | — | — | — | $500K | <0.1% | |
| Fidelity Overseas Fund N/R | — | — | — | $492K | <0.1% | |
| Fidelity US Bond Index Fund N/R | — | — | — | $390K | <0.1% | |
| Fidelity Government Money Market N/R | — | — | — | $350K | <0.1% | |
| Fidelity Freedom 2030 K N/R | — | — | — | $349K | <0.1% | |
| Transamerica Large Value Opportunities R N/R | — | — | — | $230K | <0.1% | |
| Transamerica Large Core ESG R N/R | — | — | — | $226K | <0.1% | |
| Fidelity Pacific Basin Fund N/R | — | — | — | $199K | <0.1% | |
| MED PSF PGIM TOT RET BD PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 083 | Pooled Separate Account | — | — | $168K | <0.1% | |
| Fidelity Balanced Fund N/R | — | — | — | $165K | <0.1% | |
| Empower PGIM Balanced Z N/R | — | — | — | $130K | <0.1% | |
| MEDLEY PSF GLOBAL PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 071 | Pooled Separate Account | — | — | $126K | <0.1% | |
| Vanguard Small Cap Value Index Admiral N/R | — | — | — | $99K | <0.1% | |
| Empower PGIM QMA International Equity Z N/R | — | — | — | $89K | <0.1% | |
| Fidelity Short Term Bond N/R | — | — | — | $88K | <0.1% | |
| Transamerica Balanced II R N/R | — | — | — | $87K | <0.1% | |
| Transamerica Asset Allocation Long Horizon R N/R | — | — | — | $87K | <0.1% | |
| Fidelity Asset Manager 50% N/R | — | — | — | $84K | <0.1% | |
| Fidelity Disciplined Equity Fund N/R | — | — | — | $69K | <0.1% | |
| MEDLEY PSF GOVT INC PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 084 | Pooled Separate Account | — | — | $68K | <0.1% | |
| MEDLEY PSF PGIM GOV MM PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 025 | Pooled Separate Account | — | — | $61K | <0.1% | |
| Fidelity Europe Fund N/R | — | — | — | $56K | <0.1% | |
| Fidelity Investment Growth Bond N/R | — | — | — | $55K | <0.1% | |
| Empower PGIM Government Income N/R | — | — | — | $54K | <0.1% | |
| Fidelity Intermediate Bond Fund N/R | — | — | — | $36K | <0.1% | |
| Fidelity Asset Manager 70% N/R | — | — | — | $31K | <0.1% | |
| Transamerica International Equity R N/R | — | — | — | $28K | <0.1% | |
| Transamerica Government Money Market R2 N/R | — | — | — | $20K | <0.1% | |
| Transamerica Inflation Opportunities R N/R | — | — | — | $17K | <0.1% | |
| Transamerica Core Bond R N/R | — | — | — | $15K | <0.1% | |
| Fidelity Freedom Income K N/R | — | — | — | $14K | <0.1% | |
| Transamerica Asset Allocation Int Horizon R N/R | — | — | — | $13K | <0.1% | |
| Transamerica Short-Term Bond R N/R | — | — | — | $13K | <0.1% | |
| Fidelity Gnma Fund N/R | — | — | — | $8K | <0.1% | |
| Transamerica Asset Allocat Short Horizon R N/R | — | — | — | $7K | <0.1% | |
| Transamerica Partners Calvert Subaccount N/R | — | — | — | $6K | <0.1% | |
| Fidelity Asset Manager 20% N/R | — | — | — | $6K | <0.1% | |
| Empower PGIM Government Money Market N/R | — | — | — | $5K | <0.1% |