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Original filing (PDF)20251009153011NAL0016487506001
CHIRICAHUA COMMUNITY HEALTH CENTERS, INC.
Form 5500
FILING_RECEIVED
CHIRICAHUA COMMUNITY HEALTH CENTERS, INC. 403(B) PLAN
Defined-contribution retirement plan
Active participants
473
Accounts w/ balance
584
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHIRICAHUA COMMUNITY HEALTH CENTERS, INC..
Plan sponsor
Name
CHIRICAHUA COMMUNITY HEALTH CENTERS, INC.
EIN
86-0814898
Address
1205 F AVENUE · DOUGLAS, AZ · 85607
Phone
(520) 364-1429
Industry
Outpatient Care Centers· 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FESTER & CHAPMAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $63K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $247 | — |
Investments
36 direct securities · 2 pooled funds· $30.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
103-12 Investment Entity
$15.6M
1 holding
Uncategorized
$15.3M
36 holdings
Pooled Separate Account
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER GS2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | 103-12 Investment Entity | — | — | $15.6M | 98.6% | |
| Mid Atlantic Trust Company Mutual of America 2035 Retirement Fund Pooled Separate Account | — | — | — | $2.3M | 14.4% | |
| Mid Atlantic Trust Company Mutual of America 2050 Retirement Fund Pooled Separate Account | — | — | — | $2.0M | 12.6% | |
| Mid Atlantic Trust Company Vanguard VIF Treasury Money Market Pooled Separate Account | — | — | — | $1.4M | 9.1% | |
| Mid Atlantic Trust Company Mutual of America 2065 Retirement Fund Pooled Separate Account | — | — | — | $1.2M | 7.9% | |
| Mid Atlantic Trust Company Mutual of America Equity Index Fund Pooled Separate Account | — | — | — | $1.1M | 6.9% | |
| Mid Atlantic Trust Company Mutual of America 2030 Retirement Fund Pooled Separate Account | — | — | — | $1.0M | 6.4% | |
| Mid Atlantic Trust Company T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account | — | — | — | $992K | 6.3% | |
| Mid Atlantic Trust Company Mutual of America 2045 Retirement Fund Pooled Separate Account | — | — | — | $902K | 5.7% | |
| Mid Atlantic Trust Company Mutual of America 2040 Retirement Fund Pooled Separate Account | — | — | — | $844K | 5.3% | |
| Mid Atlantic Trust Company Mutual of America 2055 Retirement Fund Pooled Separate Account | — | — | — | $807K | 5.1% | |
| Mid Atlantic Trust Company Mutual of America 2060 Retirement Fund Pooled Separate Account | — | — | — | $404K | 2.6% | |
| Mid Atlantic Trust Company Dodge & Cox Stock Fund Class I Pooled Separate Account | — | — | — | $246K | 1.6% | |
| Mid Atlantic Trust Company Mutual of America 2025 Retirement Fund Pooled Separate Account | — | — | — | $220K | 1.4% | |
| Mid Atlantic Trust Company MFS VIT III Mid Cap Value Portfolio Pooled Separate Account | — | — | — | $212K | 1.3% | |
| Mid Atlantic Trust Company Victory RS Small Cap Growth Equity VIP Series FROFPooled Separate Account | — | — | — | $202K | 1.3% | |
| Mid Atlantic Trust Company Mutual of America Mid-Cap Equity Index Fund Pooled Separate Account | — | — | — | $194K | 1.2% | |
| Mid Atlantic Trust Company Vanguard VIF Real Estate Index Portfolio Pooled Separate Account | — | — | — | $189K | 1.2% | |
| Mid Atlantic Trust Company Mutual of America 2020 Retirement Fund Pooled Separate Account | — | — | — | $128K | 0.8% | |
| Mid Atlantic Trust Company Vanguard VIF International Portfolio Pooled Separate Account | — | — | — | $111K | 0.7% | |
| Mid Atlantic Trust Company Delaware Small Cap Value Fund Class R6 Pooled Separate Account | — | — | — | $107K | 0.7% | |
| Mid Atlantic Trust Company PIMCO VIT Real Return Portfolio Pooled Separate Account | — | — | — | $91K | 0.6% | |
| Mid Atlantic Trust Company Mutual of America Small Cap Equity Index FundPooled Separate Account | — | — | — | $82K | 0.5% | |
| Mid Atlantic Trust Company Vanguard VIF Total Bond Market Index PortfolioPooled Separate Account | — | — | — | $71K | 0.4% | |
| Mid Atlantic Trust Company Mutual of America cash in transit Pooled Separate Account | — | — | — | $62K | 0.4% | |
| Mid Atlantic Trust Company Calvert Bond Fund Class R6 Pooled Separate Account | — | — | — | $53K | 0.3% | |
| Mid Atlantic Trust Company Calvert US Large Cap Core Rspnb Idx R6 Pooled Separate Account | — | — | — | $45K | 0.3% | |
| Mid Atlantic Trust Company American Funds Insurance Series New World FundPooled Separate Account | — | — | — | $43K | 0.3% | |
| Mid Atlantic Trust Company Mutual of America Retirement Income Fund Pooled Separate Account | — | — | — | $42K | 0.3% | |
| Mid Atlantic Trust Company BlackRock Mid-Cap Growth Equity Portfolio Class KPooled Separate Account | — | — | — | $32K | 0.2% | |
| Mid Atlantic Trust Company Mutual of America International Fund Pooled Separate Account | — | — | — | $32K | 0.2% | |
| Mid Atlantic Trust Company Calvert International Responsible Index Fund Class R6Pooled Separate Account | — | — | — | $31K | 0.2% | |
| Mid Atlantic Trust Company Calvert Small-Cap R6 Pooled Separate Account | — | — | — | $24K | 0.2% | |
| Mid Atlantic Trust Company Calvert Balanced R6 Pooled Separate Account | — | — | — | $19K | 0.1% | |
| Mid Atlantic Trust Company Neuberger Berman Sustainable Pooled Separate Account | — | — | — | $15K | <0.1% | |
| Empower Cash Balance Forfeiture Cash Fund Fixed income account | — | — | — | $10K | <0.1% | |
| Empower Invesco Gold & Special Minerals A Mutual Fund ** 23 * Empower Lord Abbett Value Opportunities A Mutual Fund ** 16 * Empower Franklin Small Cap Value A Mutual Fund ** 10 Tota Mutual Funds | — | — | — | $4K | <0.1% | |
| SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |