How big is Methodist Health, Inc.'s plan?

Methodist Health, Inc.'s plan reported $22.7M in assets for 2024.

Original filing (PDF)20250926111847NAL0010073856001

Methodist Health, Inc.

Name: Methodist Health, Inc. — Methodist Hospital, Inc., Form 5500 (2024)
Creator: Methodist Health, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Methodist Hospital, Inc. 403(b) Plan

403(b) retirement plan · Methodist Health, Inc.'s Methodist Hospital, Inc. 403(b) Plan reported $22.7M in plan assets in 2024.

Active participants

Accounts w/ balance

660

Plan assets (EOY)

$22.7M

Net assets (EOY)

$22.7M

People on this filing

Sheri Brown signed Methodist Health, Inc.'s 2024 Form 5500 as plan administrator.

Sheri Brown — 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

Methodist Health, Inc.'s EIN is 61-0461753.

EIN 61-0461753

Plan number 006

Plan year 2024

ACK ID 20250926111847NAL0010073856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Methodist Health, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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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

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

METHODIST HEALTH, INC.

EIN

all filings

Address

1305 NORTH ELM STREET · HENDERSON, KY · 42420

Phone

(270) 827-7293

Industry

Health Care & Social Assistance

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 rows

Other service providers

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)

Pooled Separate Accounts

$18.4M

45 holdings

Guaranteed Income / GIC

$3.8M

1 holding

Other securities

$502K

1 holding

					% of plan
s * Fixed Account Plus Investment contract	Guaranteed Income / GIC	—	—	$3.8M	16.8%
Stock Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$2.2M	9.9%
International Equities Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$2.1M	9.4%
Core Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.5M	6.7%
Vanguard Windsor II Pooled separate account	Pooled Separate Accounts	—	—	$1.2M	5.4%
Mid Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	4.9%
Growth & Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	4.7%
Mid Cap Strategic Growth Pooled separate account	Pooled Separate Accounts	—	—	$1.0M	4.4%
Dividend Value Pooled separate account ** 650 * Emerging Economies Pooled separate account	Pooled Separate Accounts	—	—	$914K	4.0%
Science & Technology Fund Pooled separate account	Pooled Separate Accounts	—	—	$849K	3.7%
Vanguard Wellington Fund Inc Pooled separate account	Pooled Separate Accounts	—	—	$638K	2.8%
Small Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$614K	2.7%
Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$596K	2.6%
Global Real Estate Fund Pooled separate account ** 409 * International Socially Responsible Fund Pooled separate account	Pooled Separate Accounts	—	—	$560K	2.5%
Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$549K	2.4%
Short Term Fixed Account Investment contract	Other securities	—	—	$502K	2.2%
Government Securities Fund Pooled separate account	Pooled Separate Accounts	—	—	$413K	1.8%
VC I Capital Appreciation Pooled separate account	Pooled Separate Accounts	—	—	$382K	1.7%
Large Capital Growth Pooled separate account	Pooled Separate Accounts	—	—	$349K	1.5%
Moderate Growth Lifestyle Pooled separate account	Pooled Separate Accounts	—	—	$317K	1.4%
Vanguard LifeStrategy Growth Pooled separate account	Pooled Separate Accounts	—	—	$224K	1.0%
Inflation Protected Fund Pooled separate account	Pooled Separate Accounts	—	—	$190K	0.8%
NASDAQ-100(R) Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$135K	0.6%
International Vlue Fund Pooled separate account	Pooled Separate Accounts	—	—	$134K	0.6%
VC I Conservative Growth Lifestyle Pooled separate account	Pooled Separate Accounts	—	—	$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	Pooled Separate Accounts	—	—	$128K	0.6%
Vanguard LifeStrategy Moderate Pooled separate account	Pooled Separate Accounts	—	—	$124K	0.5%
Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$109K	0.5%
U.S. Socially Responsible Fund Pooled separate account	Pooled Separate Accounts	—	—	$108K	0.5%
International Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$95K	0.4%
High Yield Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$72K	0.3%
Ariel Fund Pooled separate account	Pooled Separate Accounts	—	—	$68K	0.3%
Goldman Sachs VIT Government Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$65K	0.3%
Vanguard Long-term Investment Grade Fund Pooled separate account	Pooled Separate Accounts	—	—	$40K	0.2%
Small Cap Special Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$40K	0.2%
Vanguard LifeStrategy Conservative Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.1%
Global Strategy Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.1%
T Rowe Price Retirement 2055 Adv Pooled separate account	Pooled Separate Accounts	—	—	$14K	<0.1%
International Opportunities Pooled separate account	Pooled Separate Accounts	—	—	$12K	<0.1%
Small Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
Vanguard Long-term Treasury Pooled separate account	Pooled Separate Accounts	—	—	$8K	<0.1%
Blue Chip Growth Fund Pooled separate account ** 302 * Systematic Value Pooled separate account	Pooled Separate Accounts	—	—	$7K	<0.1%
T Rowe Price Retirement 2045 Adv Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
T Rowe Price Retirement 2060 Adv Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
T Rowe Price Retirement 2040 Adv Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Invesco Balanced Risk Commodity Strategy Fund R5 Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%