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Original filing (PDF)20250715101440NAL0004400610001
MISSISSIPPI METHODIST SENIOR SERVICES INC.
Form 5500
FILING_RECEIVED
MISSISSIPPI METHODIST SENIOR SERVICES EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
~13209 bps in Sched C feesNo recordkeeper disclosed
Active participants
542
Accounts w/ balance
—
Plan assets (EOY)
$389K
Net assets (EOY)
-$123K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 13209 bps in Schedule C fees — 8260% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSISSIPPI METHODIST SENIOR SERVICES INC..
Plan sponsor
Name
MISSISSIPPI METHODIST SENIOR SERVICES INC.
EIN
64-6026549
Address
109 SOUTH BROADWAY · PO BOX 1567 · TUPELO, MS · 38802
Phone
(662) 844-8977
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
946
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
HORNE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIPSCOMB & PITTS COMPANY | — | MEMPHIS, TN | BROKER/CONSULTANT | $19K | — |
| HIGGINBOTHAM INSURANCE AGENCY INC | — | FORT WORTH, TX | BROKER/CONSULTANT | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORNE | 20-1941244 | — | AUDITOR | $22K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | CLAIM ADMINISTRATION | $469K | — |
| WEX HEALTH INC | — | FARGO, ND | COBRA ADMINISTRATION | $4K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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