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Original filing (PDF)20251015071535NAL0001963875001
TOURO INFIRMARY
Form 5500
FILING_RECEIVED
TOURO INFIRMARY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
518
Accounts w/ balance
—
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
80
Vendor stack
55
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOURO INFIRMARY.
Plan sponsor
Name
TOURO INFIRMARY
EIN
72-0423659
Address
3401 GENERAL DE GAULLE DRIVE · NEW ORLEANS, LA · 70114
Phone
(504) 702-3749
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
72-0801721
City
NEW ORLEANS, LA
Phone
(504) 702-3749
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
LAPORTE,CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-1466678 | — | NONE | $31K | — |
| MERCER INVESTMENT CONSULTING, INC. | 61-0736136 | — | NONE | $30K | — |
| PBI PENSION BENEFIT INFORMATION LLC | — | MINNEAPOLIS, MN | NONE | $13K | — |
| WESTERN ASSET MANAGEMENT CO. | 52-1200960 | — | NONE | $10K | — |
Investments
11 direct securities · 2 pooled funds· $22.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.5M
10 holdings
Mutual Funds
$5.5M
1 holding
103-12 Investment Entity
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund 39,006 Units | Mutual Funds | — | $4.2M | $5.5M | 25.0% | |
| Dodge & Cox Income FD 260,225 Units | — | — | $3.3M | $3.2M | 14.6% | |
| Vanguard Total Bond Market Index Fund 324,511 Units | — | — | $3.2M | $3.1M | 14.0% | |
| Vanguard Short-Term Bond Index Fund 243,212 Units | — | — | $2.5M | $2.5M | 11.2% | |
| Vanguard Developed Markets Index Fund 118,030 Units | — | — | $1.6M | $1.8M | 8.2% | |
| Vanguard Long-Term Bond Index Fund 140,257 Units | — | — | $1.9M | $1.5M | 6.6% | |
| Dodge & Cox International Stock Fund 22,124 Units | — | — | $1.0M | $1.1M | 5.0% | |
| Money Market Funds * Principal Government Money Market Fund 1,021,226 Units | — | — | $1.0M | $1.0M | 4.6% | |
| Vanguard Short-Term Investment-Grade Fund 98,910 Units | — | — | $1.1M | $1.0M | 4.6% | |
| MFS International Value Fund 18,014 Units | — | — | $673K | $698K | 3.2% | |
| RBC Emerging Markets Equity Fund 48,979 Units | — | — | $617K | $642K | 2.9% | |
| WESTERN ASSET US CORE PLUS, L.L.C WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% | |
| WESTERN ASSET MACRO OPPS PORTFOLIO WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 45-4652841 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |
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