Original filing (PDF)20250714181848NAL0001068243001

UNITED REGIONAL HEALTH CARE SYSTEM

Name: UNITED REGIONAL HEALTH CARE SYSTEM — UNITED REGIONAL HEALTH CARE SYSTEM 401(A) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: UNITED REGIONAL HEALTH CARE SYSTEM

Form 5500

FILING_RECEIVED

UNITED REGIONAL HEALTH CARE SYSTEM 401(A) RETIREMENT SAVINGS PLAN

Defined-contribution retirement plan

Active participants

2,338

Accounts w/ balance

2,257

Plan assets (EOY)

$80.2M

Net assets (EOY)

$80.2M

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

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 (15th percentile).

Helping the score

Below-peer total plan cost (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED REGIONAL HEALTH CARE SYSTEM.

Plan sponsor

Name

UNITED REGIONAL HEALTH CARE SYSTEM

EIN

75-1912147

Address

1600 11TH STREET · WICHITA FALLS, TX · 76301

Phone

(940) 764-7800

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

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)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

BLACK & PINCKARD, LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$401	—

Investments

26 direct securities· $80.2M(100% of reported assets)

Other securities

$78.4M

25 holdings

Cash / Money Market

$1.8M

1 holding

					% of plan
Blackrock LP Index 2035 Fund Mutual fund	Other securities	—	—	$12.2M	15.3%
Blackrock LP Index Retirement Fund Mutual fund	Other securities	—	—	$10.1M	12.7%
Blackrock LP Index 2050 Fund Mutual fund	Other securities	—	—	$9.5M	11.9%
Blackrock LP Index 2030 Fund Mutual fund	Other securities	—	—	$9.1M	11.3%
Blackrock LP Index 2040 Fund Mutual fund	Other securities	—	—	$9.0M	11.3%
Blackrock LP Index 2045 Fund Mutual fund	Other securities	—	—	$8.9M	11.1%
Blackrock LP Index 2055 Fund Mutual fund	Other securities	—	—	$6.6M	8.2%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$3.0M	3.8%
Blackrock LP Index 2060 Fund Mutual fund	Other securities	—	—	$3.0M	3.8%
MFS Growth Fund Mutual fund	Other securities	—	—	$2.1M	2.6%
Vanguard Treasury Money Market Fund Mutual fund	Cash / Money Market	—	—	$1.8M	2.3%
Blackrock LP Index 2065 Fund Mutual fund	Other securities	—	—	$795K	1.0%
Columbia Contrarian Core Fund Mutual fund	Other securities	—	—	$685K	0.9%
Vanguard Short Term Investment Grade Fund Mutual fund	Other securities	—	—	$491K	0.6%
Vanguard Mid Cap Index Fund Mutual fund	Other securities	—	—	$442K	0.6%
Vanguard Small Cap Index Fund Mutual fund	Other securities	—	—	$302K	0.4%
American Funds New Perspective Fund Mutual fund	Other securities	—	—	$301K	0.4%
Vanguard Total Bond Market Index Fund Mutual fund	Other securities	—	—	$266K	0.3%
PGIM Total Return Bond Fund Mutual fund	Other securities	—	—	$264K	0.3%
Blackrock Equity Dividend Fund Mutual fund	Other securities	—	—	$261K	0.3%
MassMutual Mid Cap Growth Fund Mutual fund	Other securities	—	—	$179K	0.2%
JPMorgan Small Cap Blend Fund Mutual fund	Other securities	—	—	$179K	0.2%
Vanguard Total International Stock Index Fund Mutual fund	Other securities	—	—	$160K	0.2%
Columbia Select Mid Cap Value Fund Mutual fund	Other securities	—	—	$140K	0.2%
MFS International Intrinsic Value Fund Mutual fund	Other securities	—	—	$127K	0.2%
NYLI MacKay High Yield Corporate Bond Fund Mutual fund	Other securities	—	—	$109K	0.1%