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Original filing (PDF)20251013101021NAL0001081457001
GOOD SAMARITAN HOSPITAL CORVALLIS
Form 5500
FILING_RECEIVED
GOOD SAMARITAN HOSPITAL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
133
Accounts w/ balance
—
Plan assets (EOY)
$96.9M
Net assets (EOY)
$96.9M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
83
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "PIMCO Long Duration Total Return Fund" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOOD SAMARITAN HOSPITAL CORVALLIS.
Plan sponsor
Name
GOOD SAMARITAN HOSPITAL CORVALLIS
EIN
93-0391573
Address
C/O SHS ACCOUNTING DEPARTMENT · P.O. BOX 3000 · CORVALLIS, OR · 973393000
Phone
(541) 768-6064
Industry
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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK N.A. | — | PORTLAND, OR | NONE | $35K | — |
Investments
7 direct securities· $94.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long Duration Total Return Fund | — | — | $46.9M | $32.7M | 33.8% | |
| Vanguard Long Term Bond Index Fund | — | — | $42.9M | $32.6M | 33.6% | |
| Vanguard Total Stock Market Index Fund | — | — | $3.9M | $13.0M | 13.4% | |
| Vanguard Total International Stock Index Fund | — | — | $6.7M | $8.2M | 8.5% | |
| Clarion Lion Properties Fund | — | — | $5.0M | $5.3M | 5.5% | |
| Vanguard Inflation Protected Securities Fund | — | — | $2.6M | $2.3M | 2.4% | |
| U.S. Bank First American Government Obligation Fund | — | — | $626K | $626K | 0.6% |