Original filing (PDF)20251013104755NAL0000500451001

SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION

Name: SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION — LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN, Form 5500 (2024)
Creator: SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION

Form 5500

FILING_RECEIVED

LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

2,772

Accounts w/ balance

3,222

Plan assets (EOY)

$109.9M

Net assets (EOY)

$109.9M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (23rd percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION.

Plan sponsor

Name

SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION

DBA

D/B/A LAKE CHARLES MEMORIAL HEALTH SYSTEM

EIN

72-0551963

Address

1701 OAK PARK BOULEVARD · LAKE CHARLES, LA · 70601

Phone

(337) 494-3255

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

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	SERVICE PROVIDER	$211K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PARALLEL ADVISORS	20-4420591	—	ADVISORY	$75K	—

Investments

26 direct securities· $109.9M(100% of reported assets)

Other securities

$103.4M

23 holdings

Guaranteed Income / GIC

$2.8M

1 holding

Mutual Funds

$2.5M

1 holding

Bonds / Notes

$1.1M

1 holding

					% of plan
FIDELITY 500 INDEX INSTL PREM Mutual Fund	Other securities	—	—	$12.3M	11.2%
T ROWE PRICE RETIREMENT 2035 CLASS I Mutual Fund	Other securities	—	—	$11.2M	10.2%
T ROWE PRICE RETIREMENT 2030 CLASS I Mutual Fund	Other securities	—	—	$9.2M	8.4%
T ROWE PRICE RETIREMENT 2050 CLASS I Mutual Fund	Other securities	—	—	$8.3M	7.6%
JPMORGAN LARGE CAP GROWTH CLASS R6 Mutual Fund	Other securities	—	—	$7.9M	7.2%
T ROWE PRICE RETIREMENT 2045 CLASS I Mutual Fund	Other securities	—	—	$7.1M	6.5%
T ROWE PRICE RETIREMENT 2025 CLASS I Mutual Fund	Other securities	—	—	$6.9M	6.2%
T ROWE PRICE RETIREMENT 2040 CLASS I Mutual Fund	Other securities	—	—	$6.3M	5.7%
T ROWE PRICE RETIREMENT 2055 CLASS I Mutual Fund	Other securities	—	—	$6.0M	5.4%
T ROWE PRICE RETIREMENT 2060 CLASS I Mutual Fund	Other securities	—	—	$4.6M	4.2%
FIDELITY INTL IND INSTL PREM Mutual Fund	Other securities	—	—	$3.8M	3.4%
FIDELITY MID CAP IND INST PREM Mutual Fund	Other securities	—	—	$3.6M	3.3%
JPMORGAN US VALUE CLASS R6 Mutual Fund	Other securities	—	—	$3.4M	3.1%
JPMORGAN CORE BOND CLASS R6 Mutual Fund	Other securities	—	—	$3.3M	3.0%
s * LINCOLN NATIONAL LIFE INSURANCE COMPANY Guaranteed Contract	Guaranteed Income / GIC	—	—	$2.8M	2.6%
DFA US TARGETED VALUE I Mutual Fund	Mutual Funds	—	—	$2.5M	2.3%
T ROWE PRICE RETIREMENT 2020 CLASS I Mutual Fund	Other securities	—	—	$1.9M	1.8%
T ROWE PRICE RETIREMENT 2065 CLASS I Mutual Fund	Other securities	—	—	$1.6M	1.5%
FIDELITY EMERGING MARKETS IDX Mutual Fund	Other securities	—	—	$1.1M	1.0%
Notes Receivable from Participants 4.25% -9.50% -	Bonds / Notes	—	—	$1.1M	1.0%
LOOMIS SAYLES INFLATION PROTECTED SECURITIES CLASS NMutual Fund	Other securities	—	—	$1.1M	1.0%
FIDELITY SMALL CAP INDEX INST Mutual Fund	Other securities	—	—	$1.0M	1.0%
VARIABLE ANNUITY LIFE INSURANCE COMPANY Guaranteed Contract	Other securities	—	—	$982K	0.9%
CLEARBRIDGE SMALL CAP GROWTH CLASS IS Mutual Fund	Other securities	—	—	$925K	0.8%
T ROWE PRICE RETIREMENT 2015 CLASS I Mutual Fund	Other securities	—	—	$844K	0.8%
T ROWE PRICE RETIREMENT 2010 CLASS I Mutual Fund	Other securities	—	—	$20K	<0.1%