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Original filing (PDF)20251013145404NAL0001560881001
MAINLINE HEALTH SYSTEMS INC.
Form 5500
FILING_RECEIVED
MAINLINE HEALTH 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
303
Accounts w/ balance
252
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAINLINE HEALTH SYSTEMS INC..
Plan sponsor
Name
MAINLINE HEALTH SYSTEMS INC.
EIN
71-0623643
Address
106 E SPEEDWAY · PO BOX 509 · DERMONT, AR · 71638
Phone
(870) 224-0233
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $27K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
21 direct securities · 1 pooled fund· $12.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.1M
21 holdings
Pooled Separate Account
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.1M | 99.9% | |
| AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $983K | 16.1% | |
| AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $934K | 15.3% | |
| AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $864K | 14.2% | |
| AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $687K | 11.3% | |
| AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $640K | 10.5% | |
| AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $453K | 7.4% | |
| AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $415K | 6.8% | |
| AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $368K | 6.0% | |
| AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $216K | 3.5% | |
| AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $139K | 2.3% | |
| GOLDMAN SACHS GOLDMANSACHS LRG CP GR INS INV MUTUAL FUND SHARES 0 | — | — | — | $122K | 2.0% | |
| AMERICAN FUNDS AMERFDS 2015 TRGT DATE RET R4 MUTUAL FUND SHARES 0 | — | — | — | $114K | 1.9% | |
| STATE STREET GLOBAL STATE STREET EQUTY 500 IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $53K | 0.9% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0 | — | — | — | $31K | 0.5% | |
| FRANKLIN/TEMPLETON CLEARBRIDGE APPRECIATION FI MUTUAL FUND SHARES 0 | — | — | — | $22K | 0.4% | |
| AB SMCAP GRTH R MUTUAL FUND SHARES 0 | — | — | — | $15K | 0.3% | |
| AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R4 MUTUAL FUND SHARES 0 | — | — | — | $15K | 0.2% | |
| NUVEEN INTL EQ IDX RETIRE MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.1% | |
| COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% | |
| GOLDMAN SACHS GOLDMANSACHS INT EQ INSI INST MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $2K | <0.1% |
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