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Original filing (PDF)20250926111847NAL0010073856001
METHODIST HEALTH, INC.
Form 5500
FILING_RECEIVED
METHODIST HOSPITAL, INC. 403(B) PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
660
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODIST HEALTH, INC..
Plan sponsor
Name
METHODIST HEALTH, INC.
EIN
61-0461753
Address
1305 NORTH ELM STREET · HENDERSON, KY · 42420
Phone
(270) 827-7293
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BLUE & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE COM | 74-1625348 | — | NONE | $70K | — |
Investments
47 direct securities· $22.7M(100% of reported assets)
Uncategorized
$18.8M
45 holdings
Guaranteed Income / GIC
$3.8M
1 holding
Pooled Separate Accounts
$128K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fixed Account Plus Investment contract | Guaranteed Income / GIC | — | — | $3.8M | 16.8% | |
| Stock Index Fund Pooled separate account | — | — | — | $2.2M | 9.9% | |
| International Equities Index Fund Pooled separate account | — | — | — | $2.1M | 9.4% | |
| Core Bond Fund Pooled separate account | — | — | — | $1.5M | 6.7% | |
| Vanguard Windsor II Pooled separate account | — | — | — | $1.2M | 5.4% | |
| Mid Cap Index Fund Pooled separate account | — | — | — | $1.1M | 4.9% | |
| Growth & Income Fund Pooled separate account | — | — | — | $1.1M | 4.7% | |
| Mid Cap Strategic Growth Pooled separate account | — | — | — | $1.0M | 4.4% | |
| Dividend Value Pooled separate account ** 650 * Emerging Economies Pooled separate account | — | — | — | $914K | 4.0% | |
| Science & Technology Fund Pooled separate account | — | — | — | $849K | 3.7% | |
| Vanguard Wellington Fund Inc Pooled separate account | — | — | — | $638K | 2.8% | |
| Small Cap Index Fund Pooled separate account | — | — | — | $614K | 2.7% | |
| Mid Cap Value Fund Pooled separate account | — | — | — | $596K | 2.6% | |
| Global Real Estate Fund Pooled separate account ** 409 * International Socially Responsible Fund Pooled separate account | — | — | — | $560K | 2.5% | |
| Growth Fund Pooled separate account | — | — | — | $549K | 2.4% | |
| Short Term Fixed Account Investment contract | — | — | — | $502K | 2.2% | |
| Government Securities Fund Pooled separate account | — | — | — | $413K | 1.8% | |
| VC I Capital Appreciation Pooled separate account | — | — | — | $382K | 1.7% | |
| Large Capital Growth Pooled separate account | — | — | — | $349K | 1.5% | |
| Moderate Growth Lifestyle Pooled separate account | — | — | — | $317K | 1.4% | |
| Vanguard LifeStrategy Growth Pooled separate account | — | — | — | $224K | 1.0% | |
| Inflation Protected Fund Pooled separate account | — | — | — | $190K | 0.8% | |
| NASDAQ-100(R) Index Fund Pooled separate account | — | — | — | $135K | 0.6% | |
| International Vlue Fund Pooled separate account | — | — | — | $134K | 0.6% | |
| VC I Conservative Growth Lifestyle Pooled separate account | — | — | — | $129K | 0.6% | |
| s * Aggressive Growth Lifestyle Pooled separate account | Pooled Separate Accounts | — | — | $128K | 0.6% | |
| American Beacon Bridgeway Large Cap Growth Pooled separate account ** 84 * Ariel Appreciation Fund Pooled separate account | — | — | — | $128K | 0.6% | |
| Vanguard LifeStrategy Moderate Pooled separate account | — | — | — | $124K | 0.5% | |
| Small Cap Growth Fund Pooled separate account | — | — | — | $109K | 0.5% | |
| U.S. Socially Responsible Fund Pooled separate account | — | — | — | $108K | 0.5% | |
| International Growth Fund Pooled separate account | — | — | — | $95K | 0.4% | |
| High Yield Bond Fund Pooled separate account | — | — | — | $72K | 0.3% | |
| Ariel Fund Pooled separate account | — | — | — | $68K | 0.3% | |
| Goldman Sachs VIT Government Money Market Fund Pooled separate account | — | — | — | $65K | 0.3% | |
| Vanguard Long-term Investment Grade Fund Pooled separate account | — | — | — | $40K | 0.2% | |
| Small Cap Special Value Fund Pooled separate account | — | — | — | $40K | 0.2% | |
| Vanguard LifeStrategy Conservative Pooled separate account | — | — | — | $25K | 0.1% | |
| Global Strategy Pooled separate account | — | — | — | $24K | 0.1% | |
| T Rowe Price Retirement 2055 Adv Pooled separate account | — | — | — | $14K | <0.1% | |
| International Opportunities Pooled separate account | — | — | — | $12K | <0.1% | |
| Small Cap Value Fund Pooled separate account | — | — | — | $9K | <0.1% | |
| Vanguard Long-term Treasury Pooled separate account | — | — | — | $8K | <0.1% | |
| Blue Chip Growth Fund Pooled separate account ** 302 * Systematic Value Pooled separate account | — | — | — | $7K | <0.1% | |
| T Rowe Price Retirement 2045 Adv Pooled separate account | — | — | — | $6K | <0.1% | |
| T Rowe Price Retirement 2060 Adv Pooled separate account | — | — | — | $2K | <0.1% | |
| T Rowe Price Retirement 2040 Adv Pooled separate account | — | — | — | $2K | <0.1% | |
| Invesco Balanced Risk Commodity Strategy Fund R5 Pooled separate account | — | — | — | $1K | <0.1% |
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