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Original filing (PDF)20250924093332NAL0009043059001
THE METHODIST HOSPITAL
Form 5500
FILING_RECEIVED
THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL
403(b) retirement plan
Active participants
33,922
Accounts w/ balance
45,820
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
23 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 THE METHODIST HOSPITAL.
Plan sponsor
Name
THE METHODIST HOSPITAL
EIN
74-1180155
Address
6565 FANNIN , GB 163 · HOUSTON, TX · 770302707
Phone
(832) 667-6287
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $504K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
Investments
23 direct securities· $3.0B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FID 500 INDEX | — | — | — | $296.0M | 9.9% | |
| FIDELITY FID CONTRAFUND K6 | — | — | — | $283.7M | 9.4% | |
| VANGUARD VANG TARGET RET 2040 | — | — | — | $255.0M | 8.5% | |
| VANGUARD VANG TARGET RET 2035 | — | — | — | $240.4M | 8.0% | |
| VANGUARD VANG TARGET RET 2045 | — | — | — | $226.1M | 7.5% | |
| VANGUARD VANG TARGET RET 2030 | — | — | — | $225.2M | 7.5% | |
| VANGUARD VANG TARGET RET 2050 | — | — | — | $215.9M | 7.2% | |
| VANGUARD VANG TARGET RET 2055 | — | — | — | $159.4M | 5.3% | |
| VANGUARD VANG TARGET RET 2025 | — | — | — | $147.3M | 4.9% | |
| VANGUARD FEDERAL MONEY MARKET | — | — | — | $134.1M | 4.5% | |
| VANGUARD VANG TARGET RET 2060 | — | — | — | $122.4M | 4.1% | |
| DODGE & COX DODGE + COX INCOME X | — | — | — | $91.7M | 3.1% | |
| FIDELITY BROKERAGELINK | — | — | — | $86.6M | 2.9% | |
| DODGE & COX DODGE + COX STOCK X | — | — | — | $86.2M | 2.9% | |
| FIDELITY FID EXTD MKT IDX | — | — | — | $86.0M | 2.9% | |
| VANGUARD VANG TARGET RET 2020 | — | — | — | $79.8M | 2.7% | |
| FIDELITY FID GLB EX US IDX | — | — | — | $78.3M | 2.6% | |
| and maturing 2025 to 2030 | — | — | — | $54.3M | 1.8% | |
| AMERICAN FUNDS AF EUROPAC GROWTH R6 | — | — | — | $50.5M | 1.7% | |
| VANGUARD VANG TARGET RET INC | — | — | — | $34.7M | 1.2% | |
| FIDELITY FID US BOND IDX | — | — | — | $28.3M | 0.9% | |
| DELAWARE DLWR SM CAP CORE IS | — | — | — | $16.6M | 0.6% | |
| VANGUARD VANG TARGET RET 2070 | — | — | — | $2.0M | <0.1% |