Original filing (PDF)20251013112725NAL0002587778001

South Peninsula Hospital, Inc.

Name: South Peninsula Hospital, Inc. — South Peninsula, Form 5500 (2024)
Creator: South Peninsula Hospital, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

South Peninsula Hospital 403(b) Plan for Union Employees

403(b) retirement plan · South Peninsula Hospital, Inc.'s South Peninsula Hospital 403(b) Plan for Union Employees held $9.7M in plan assets for 400 participants in 2024, with Newport Group as recordkeeper.

Active participants

400

Accounts w/ balance

393

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH PENINSULA HOSPITAL, INC..

Plan sponsor

Name

SOUTH PENINSULA HOSPITAL, INC.

EIN

92-0037099all filings

Address

4300 BARTLETT STREET · HOMER, AK · 99603

Phone

(907) 235-8101

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$31K	—

Investments

28 direct securities· $8.8M(91% of reported assets)

Mutual Funds

$8.3M

23 holdings

Common Collective Trusts

$309K

2 holdings

Other securities

$191K

3 holdings

					% of plan
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$1.3M	13.2%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$1.1M	11.2%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$1.1M	11.0%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$923K	9.5%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$894K	9.2%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$879K	9.1%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$738K	7.6%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$539K	5.6%
Fidelity 500 Index	Common Collective Trusts	—	—	$301K	3.1%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$226K	2.3%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$210K	2.2%
Fidelity Extended Market Index	Mutual Funds	—	—	$190K	2.0%
participants maturities through 2029)	Other securities	—	—	$181K	1.9%
Vanguard Federal Money Market Inv	Mutual Funds	—	—	$68K	0.7%
MFS Growth R6	Mutual Funds	—	—	$42K	0.4%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$36K	0.4%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$25K	0.3%
American Funds American Funds Europacific Gr R6	Mutual Funds	—	—	$23K	0.2%
American Funds American Funds Capital World G/I R6	Mutual Funds	—	—	$22K	0.2%
American Funds American Funds Capital World Bond R6	Mutual Funds	—	—	$21K	0.2%
Vanguard Equity-Income Inv	Mutual Funds	—	—	$15K	0.2%
Vanguard Strategic Equity Inv	Mutual Funds	—	—	$15K	0.1%
American Funds American Funds Smallcap World R6	Mutual Funds	—	—	$14K	0.1%
Carillon Eagle Carillon Eagle Mid Cap Growth - R6	Other securities	—	—	$8K	<0.1%
Fidelity Total Intl Index Fund	Common Collective Trusts	—	—	$7K	<0.1%
Fidelity U.S. Bond Index 722 JP Morgan JP Morgan Mid Cap Value Fund Class R6	Mutual Funds	—	—	$6K	<0.1%
Baird Core Plus Bond Instl	Other securities	—	—	$3K	<0.1%
Fidelity Inflation Protected Bond Index	Mutual Funds	—	—	$2K	<0.1%