How big is Big Bend Hospice, Inc.'s plan?

Big Bend Hospice, Inc.'s plan reported $11.6M in assets and 228 participants for 2024.

Original filing (PDF)20251009132706NAL0007064993001

Big Bend Hospice, Inc.

Name: Big Bend Hospice, Inc. — Big Bend Hospice Retirement, Form 5500 (2024)
Creator: Big Bend Hospice, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Big Bend Hospice Retirement Plan

403(b) retirement plan · Big Bend Hospice, Inc.'s Big Bend Hospice Retirement Plan held $11.6M in plan assets for 228 participants in 2024, with Empower as recordkeeper.

Active participants

228

Accounts w/ balance

209

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan identifiers

Big Bend Hospice, Inc.'s EIN is 59-2328806.

EIN 59-2328806

Plan number 002

Plan year 2024

ACK ID 20251009132706NAL0007064993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Big Bend Hospice, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Big Bend Hospice, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

BIG BEND HOSPICE, INC.

EIN

all filings

Address

1723 MAHAN CENTER BLVD. · TALLAHASSEE, FL · 323085428

Phone

(850) 878-5310

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT ADVISOR ALLIANCE	46-3825461	CHARLOTTE, NC	INVESTMENT ADVISOR	$29K	—

Investments

32 direct securities· $11.6M(100% of reported assets)

Other securities

$10.4M

20 holdings

Mutual Funds

$548K

10 holdings

Common Collective Trusts

$423K

1 holding

Bonds / Notes

$169K

1 holding

					% of plan
MassMutual RetireSMART by JPM 2030 R4 Mutual Fund	Other securities	—	—	$2.1M	17.7%
MassMutual RetireSMART by JPM 2035 R4 Mutual Fund	Other securities	—	—	$2.0M	17.1%
MassMutual RetireSMART JPM 2025 R4 Mutual Fund	Other securities	—	—	$1.7M	14.7%
MassMutual RetireSMART by JPM 2040 R4 Mutual Fund	Other securities	—	—	$1.0M	9.0%
MassMutual RetireSMART by JPM 2045 R4 Mutual Fund	Other securities	—	—	$840K	7.3%
MassMutual RetireSMART by JPM 2050 R4 Mutual Fund	Other securities	—	—	$820K	7.1%
MassMutual RetireSMART JPM 2020 R4 Mutual Fund	Other securities	—	—	$548K	4.7%
MM S&P 500® Index R4 Mutual Fund	Common Collective Trusts	—	—	$423K	3.7%
MassMutual RetireSMART by JPM In Ret R4 Mutual Fund	Other securities	—	—	$383K	3.3%
Empower General Account Fully Benefit-Responsive Investment Contract	Other securities	—	—	$307K	2.7%
Participant Loans to participants, bearing interest ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$169K	1.5%
Fidelity Advisor Total Bond M Mutual Fund	Mutual Funds	—	—	$162K	1.4%
MassMutual RetireSMART by JPM 2060 R4 Mutual Fund	Other securities	—	—	$152K	1.3%
Empower International Index Inv Mutual Fund	Other securities	—	—	$115K	1.0%
Franklin Growth A Mutual Fund	Mutual Funds	—	—	$115K	1.0%
American Century Inflation Adjs Bond A Mutual Fund	Other securities	—	—	$95K	0.8%
American Funds New World Fund R3 Mutual Fund	Mutual Funds	—	—	$82K	0.7%
MassMutual RetireSMART by JPM 2055 R4 Mutual Fund	Other securities	—	—	$75K	0.6%
Empower S&P Mid Cap 400® Index Inv Mutual Fund	Other securities	—	—	$68K	0.6%
Empower S&P SmallCap 600® Index Inv Mutual Fund	Other securities	—	—	$68K	0.6%
Invesco Diversified Dividend A Mutual Fund	Mutual Funds	—	—	$67K	0.6%
Victory Sycamore Established Value A Mutual Fund	Other securities	—	—	$54K	0.5%
JPMorgan Mid Cap Growth R3 Mutual Fund	Other securities	—	—	$48K	0.4%
BlackRock Global Dividend Inv A Mutual Fund	Other securities	—	—	$44K	0.4%
Franklin Small Cap Value A Mutual Fund	Mutual Funds	—	—	$38K	0.3%
Invesco Real Estate A Mutual Fund	Mutual Funds	—	—	$33K	0.3%
Invesco Small Cap Growth A Mutual Fund	Mutual Funds	—	—	$27K	0.2%
Columbia Global Value A Mutual Fund	Other securities	—	—	$21K	0.2%
AB Global Bond A Mutual Fund	Other securities	—	—	$18K	0.2%
MFS Emerging Markets Debt R3 Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
American Funds Capital Income Bldr R3 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
PIMCO High Yield A Mutual Fund	Mutual Funds	—	—	$5K	<0.1%