Original filing (PDF)20250415204716NAL0007508722001

ASANTE

Name: ASANTE — ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN, Form 5500 (2023)
Creator: ASANTE

Form 5500

FILING_RECEIVED

ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$31.2M

Net assets (EOY)

$31.2M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (9 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASANTE.

Plan sponsor

Name

ASANTE

EIN

93-0223960

Address

2635 SISKIYOU BLVD. · MEDFORD, OR · 97504

Phone

(541) 789-4610

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ALDRICH CPAS & ADVISORS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST COMPANY	75-3182674	—	CUSTODIAN	$4K	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2723880	—	ACTUARY, RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADVISORY SERVICES & INVESTMENTS	93-1238515	—	CONSULTANT	$2K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

5 pooled funds· $19K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
TA INTERM HORIZON STRAT ALLOC TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 022	Pooled Separate Account	$12K	<0.1%
TA MONEY MARKET FUND TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 016	Pooled Separate Account	$3K	<0.1%
TA INTERMEDIATE LONG STRAT ALLOC TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 024	Pooled Separate Account	$2K	<0.1%
TA NEUBERGER BERMAN SOC RESPONSIVE TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 337	Pooled Separate Account	$2K	<0.1%
TA SHORT HORIZON STRAT ALLOC TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 025	Pooled Separate Account	$348	<0.1%