Original filing (PDF)20251013105142NAL0001066113001

SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION

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

Form 5500

FILING_RECEIVED

LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

2,109

Accounts w/ balance

2,257

Plan assets (EOY)

$51.7M

Net assets (EOY)

$51.7M

How this plan invests

This plan

25 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd 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

002

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	SERVICE PROVIDER	$99K	—

Investments

25 direct securities· $51.7M(100% of reported assets)

Other securities

$47.4M

23 holdings

Guaranteed Income / GIC

$2.7M

1 holding

Mutual Funds

$1.7M

1 holding

					% of plan
JPMORGAN LARGE CAP GROWTH CLASS R6 Mutual Fund	Other securities	—	—	$5.7M	11.0%
T ROWE PRICE RETIREMENT 2035 CLASS I Mutual Fund	Other securities	—	—	$4.2M	8.1%
FIDELITY 500 INDEX INSTL PREM Mutual Fund	Other securities	—	—	$3.7M	7.1%
T ROWE PRICE RETIREMENT 2030 CLASS I Mutual Fund	Other securities	—	—	$3.4M	6.6%
T ROWE PRICE RETIREMENT 2050 CLASS I Mutual Fund	Other securities	—	—	$3.4M	6.6%
JPMORGAN CORE BOND CLASS R6 Mutual Fund	Other securities	—	—	$3.2M	6.3%
T ROWE PRICE RETIREMENT 2045 CLASS I Mutual Fund	Other securities	—	—	$3.0M	5.9%
T ROWE PRICE RETIREMENT 2025 CLASS I Mutual Fund	Other securities	—	—	$3.0M	5.8%
JPMORGAN US VALUE CLASS R6 Mutual Fund	Other securities	—	—	$2.9M	5.6%
s * LINCOLN NATIONAL LIFE INSURANCE COMPANY Guaranteed Contract	Guaranteed Income / GIC	—	—	$2.7M	5.2%
FIDELITY INTL IND INSTL PREM Mutual Fund	Other securities	—	—	$2.2M	4.3%
T ROWE PRICE RETIREMENT 2055 CLASS I Mutual Fund	Other securities	—	—	$2.2M	4.3%
T ROWE PRICE RETIREMENT 2040 CLASS I Mutual Fund	Other securities	—	—	$2.2M	4.2%
VARIABLE ANNUITY LIFE INSURANCE COMPANY Guaranteed Contract	Other securities	—	—	$1.7M	3.4%
FIDELITY MID CAP IND INST PREM Mutual Fund	Mutual Funds	—	—	$1.7M	3.3%
T ROWE PRICE RETIREMENT 2060 CLASS I Mutual Fund	Other securities	—	—	$1.4M	2.8%
T ROWE PRICE RETIREMENT 2020 CLASS I Mutual Fund	Other securities	—	—	$1.2M	2.3%
DFA INFLATION PROTECTED SEC I Mutual Fund	Other securities	—	—	$977K	1.9%
FIDELITY SMALL CAP INDEX INST Mutual Fund	Other securities	—	—	$627K	1.2%
T ROWE PRICE RETIREMENT 2065 CLASS I Mutual Fund	Other securities	—	—	$598K	1.2%
LOOMIS SAYLES INFLATION PROTECTED SECURITIES CLASS NMutual Fund	Other securities	—	—	$474K	0.9%
CLEARBRIDGE SMALL CAP GROWTH CLASS IS Mutual Fund	Other securities	—	—	$460K	0.9%
FIDELITY EMERGING MARKETS IDX Mutual Fund	Other securities	—	—	$411K	0.8%
T ROWE PRICE RETIREMENT 2015 CLASS I Mutual Fund	Other securities	—	—	$373K	0.7%
T ROWE PRICE RETIREMENT 2010 CLASS I Mutual Fund	Other securities	—	—	$11K	<0.1%