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Original filing (PDF)20251010154040NAL0018413938005
SAMARITAN HEALTH SERVICES
Form 5500
FILING_RECEIVED
SAMARITAN HEALTH SERVICES RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,269
Accounts w/ balance
6,205
Plan assets (EOY)
$320.6M
Net assets (EOY)
$320.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMARITAN HEALTH SERVICES.
Plan sponsor
Name
SAMARITAN HEALTH SERVICES
EIN
93-0951989
Address
C/O SHS ACCOUNTING - PO BOX 3000 · CORVALLIS, OR · 973393000
Phone
(541) 768-4857
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
SAMARITAN HEALTH SERVICES
EIN
93-0951989
City
CORVALLIS, OR
Phone
(541) 768-6064
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RV KUHNS & ASSOCIATES, INC. | 93-0910652 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $279K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | 33-2366711 | — | ACCOUNTANT | $0 | — |
Investments
25 direct securities· $315.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2020 Fund | — | — | — | $40.5M | 12.6% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $38.4M | 12.0% | |
| Principal LifeTime Hybrid 2040 Fund | — | — | — | $33.9M | 10.6% | |
| Principal LifeTime Hybrid 2030 Fund | — | — | — | $27.3M | 8.5% | |
| Principal LifeTime Hybrid 2045 Fund | — | — | — | $25.8M | 8.0% | |
| Principal LifeTime Hybrid 2050 Fund | — | — | — | $24.4M | 7.6% | |
| Principal LifeTime Hybrid 2035 Fund | — | — | — | $19.9M | 6.2% | |
| Fidelity 500 Index Fund | — | — | — | $16.7M | 5.2% | |
| Principal LifeTime Hybrid 2025 Fund | — | — | — | $16.6M | 5.2% | |
| Principal LifeTime Hybrid 2055 Fund | — | — | — | $12.9M | 4.0% | |
| Dodge & Cox Stock Fund | — | — | — | $10.9M | 3.4% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $6.9M | 2.1% | |
| Vanguard Extended Market Index Fund | — | — | — | $5.3M | 1.7% | |
| Vanguard Federal Money Market Investor Fund | — | — | — | $5.1M | 1.6% | |
| William Blair Small-Mid Cap Growth Fund Class I | — | — | — | $4.6M | 1.4% | |
| Principal LifeTime Hybrid 2060 Fund | — | — | — | $4.4M | 1.4% | |
| PGIM Total Return Bond Fund | — | — | — | $4.0M | 1.2% | |
| Capital Group American Funds EuroPacific Growth Fund | — | — | — | $3.9M | 1.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $3.6M | 1.1% | |
| Dimensional Fund Advisors US Targeted Value I Fund | — | — | — | $2.4M | 0.7% | |
| Principal LifeTime Hybrid 2015 Fund | — | — | — | $2.3M | 0.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2.3M | 0.7% | |
| Principal Lifetime Hybrid Income Fund | — | — | — | $2.1M | 0.6% | |
| Principal LifeTime Hybrid 2065 Fund | — | — | — | $1.2M | 0.4% | |
| Principal LifeTime Hybrid 2070 Fund | — | — | — | $141K | <0.1% |
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