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Original filing (PDF)20251015083841NAL0002115939001
WOMAN'S HOSPITAL FOUNDATION
Form 5500
FILING_RECEIVED
WOMAN'S HOSPITAL FOUNDATION 401(A) EMPLOYER CONTRIBUTION PLAN
401(k) retirement plan
Active participants
2,567
Accounts w/ balance
2,745
Plan assets (EOY)
$142.7M
Net assets (EOY)
$142.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOMAN'S HOSPITAL FOUNDATION.
Plan sponsor
Name
WOMAN'S HOSPITAL FOUNDATION
EIN
72-0652905
Address
100 WOMAN'S WAY · BATON ROUGE, LA · 70817
Phone
(225) 927-1300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | CONSULTANT | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERICE PROVIDER | $18K | — |
Investments
28 direct securities· $142.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS - Massachusetts Investors Gr Stk R6 Mutual Fund | — | — | — | $17.9M | 12.6% | |
| Fidelity - 500 Index Mutual Fund | — | — | — | $17.0M | 11.9% | |
| American Funds - Target Date Retirement 2030 R5E Mutual Fund | — | — | — | $15.4M | 10.8% | |
| American Funds - Target Date Retirement 2040 R5E Mutual Fund | — | — | — | $15.2M | 10.6% | |
| Fidelity - Mid Cap Index Mutual Fund | — | — | — | $10.3M | 7.2% | |
| Transamerica Life Insurance Company Guaranteed Interest Account | — | — | — | $8.2M | 5.8% | |
| Baird - Core Plus Bond Institutional Mutual Fund | — | — | — | $7.8M | 5.4% | |
| Vanguard Funds - Equity Income Adm Mutual Fund | — | — | — | $6.7M | 4.7% | |
| American Funds - Target Date Retirement 2035 R5E Mutual Fund | — | — | — | $5.9M | 4.1% | |
| American Funds - Target Date Retirement 2025 R5E Mutual Fund | — | — | — | $5.4M | 3.8% | |
| MFS - International Growth Mutual Fund | — | — | — | $5.3M | 3.7% | |
| Vanguard Funds - Small Cap Index Institutional Mutual Fund | — | — | — | $4.6M | 3.3% | |
| American Funds - Target Date Retirement 2020 R5E Mutual Fund | — | — | — | $4.6M | 3.2% | |
| American Funds - Target Date Retirement 2045 R5E Mutual Fund | — | — | — | $3.1M | 2.2% | |
| American Funds - Target Date Retirement 2050 R5E Mutual Fund | — | — | — | $2.8M | 2.0% | |
| Lincoln National Life Insurance Company Stable Value Contract | — | — | — | $2.7M | 1.9% | |
| American Funds - Target Date Retirement 2060 R5E Mutual Fund | — | — | — | $2.4M | 1.7% | |
| Fidelity - International Index Mutual Fund | — | — | — | $1.7M | 1.2% | |
| American Funds - Target Date Retirement 2055 R5E Mutual Fund | — | — | — | $1.5M | 1.1% | |
| PIMCO - Income Institutional Mutual Fund | — | — | — | $1.4M | 1.0% | |
| JP Morgan - Mid Cap Growth R6 Mutual Fund | — | — | — | $782K | 0.5% | |
| American Funds - Target Date Retirement 2015 R5E Mutual Fund | — | — | — | $696K | 0.5% | |
| DFA U.S. Targeted Value Instl Mutual Fund | — | — | — | $394K | 0.3% | |
| American Funds - American Century Mid Cap Value R6 Mutual Fund | — | — | — | $358K | 0.3% | |
| American Funds - Target Date Retirement 2010 R5E Mutual Fund | — | — | — | $323K | 0.2% | |
| American Funds - Target Date Retirement 2065 R5E Mutual Fund | — | — | — | $98K | <0.1% | |
| Fidelity - Small Cap Growth R6 Mutual Fund | — | — | — | $83K | <0.1% | |
| American Funds - Target Date Retirement 2070 R5E Mutual Fund | — | — | — | $2K | <0.1% |