How big is Redlands Community Hospital's plan?

Redlands Community Hospital's plan reported $173.8M in assets and 1,627 participants for 2024.

Original filing (PDF)20251015162816NAL0010636658001

Redlands Community Hospital

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

Form 5500

FILING_RECEIVED

Redlands Community Hospital Plus Program

403(b) retirement plan · Redlands Community Hospital's Redlands Community Hospital Plus Program held $173.8M in plan assets for 1,627 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

1,627

Accounts w/ balance

1,599

Plan assets (EOY)

$173.8M

Net assets (EOY)

$173.8M

People on this filing

Michelle S. MOK signed Redlands Community Hospital's 2024 Form 5500 as plan administrator.

Michelle S. MOK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Redlands Community Hospital's EIN is 95-1643347.

EIN 95-1643347

Plan number 003

Plan year 2024

ACK ID 20251015162816NAL0010636658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Redlands Community Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Redlands Community Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

70 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

REDLANDS COMMUNITY HOSPITAL

EIN

all filings

Address

350 TERRACINA BOULEVARD · P.O. BOX 391 · REDLANDS, CA · 923730742

Phone

(909) 335-5678

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2647786	—	RECORDKEEPER	$69K	—
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$2K	—

Investments

70 direct securities· $173.8M(100% of reported assets)

Mutual Funds

$128.1M

29 holdings

Common Collective Trusts

$17.2M

6 holdings

Common Stocks

$17.2M

26 holdings

Other securities

$5.8M

5 holdings

Bonds / Notes

$3.0M

1 holding

Self-Directed Brokerage

$1.5M

1 holding

Pooled Separate Accounts

$1.0M

1 holding

Cash / Money Market

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$116.0M Fidelity$24.8M Lincoln Financial$10.3M American Funds (Capital Group)$3.3M T. Rowe Price$1.8M JPMorgan$1.0M MassMutual / MML$990K State Street / SPDR$455K BlackRock / iShares

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Audit & trust (Schedule H)

Auditor

SOREN MCADAM, LLP

Trustee / custodian

—

Trustee phone

—

					% of plan
Vanguard Funds Vanguard Target Retirement 2035	Mutual Funds	—	—	$24.4M	14.0%
Vanguard Funds Vanguard Target Retirement 2040	Mutual Funds	—	—	$18.7M	10.8%
Vanguard Funds Vanguard Target Retirement 2030	Mutual Funds	—	—	$18.4M	10.6%
Vanguard Funds Vanguard Target Retirement 2045	Mutual Funds	—	—	$13.7M	7.9%
Vanguard Funds Vanguard Target Retirement 2050	Mutual Funds	—	—	$13.3M	7.7%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$9.4M	5.4%
Vanguard Funds Vanguard Target Retirement 2025	Mutual Funds	—	—	$9.0M	5.2%
Vanguard Funds Vanguard Target Retirement 2055	Mutual Funds	—	—	$7.9M	4.6%
Investment contracts New York Life Insurance Company Guaranteed Interest Account	Common Stocks	—	—	$7.4M	4.2%
Lincoln National Life Insurance Company Multi-Fund and Multi-Fund Select Fixed Accounts	Common Stocks	—	—	$6.9M	4.0%
Vanguard Funds Vanguard Target Retirement 2020	Mutual Funds	—	—	$5.7M	3.3%
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$5.6M	3.2%
Participant loans Interest rates ranging between 4.25% and 9.50%	Bonds / Notes	—	—	$3.0M	1.7%
Vanguard Funds Vanguard Target Retirement 2060	Mutual Funds	—	—	$2.6M	1.5%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$2.3M	1.3%
Vanguard Funds Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$1.9M	1.1%
Fidelity Investments Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$1.9M	1.1%
Columbia Funds Columbia Dividend Opportunity S	Other securities	—	—	$1.8M	1.1%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.8M	1.1%
Fidelity Investments Fidelity Total International Index Fund	Common Collective Trusts	—	—	$1.8M	1.0%
American Funds American Funds EuroPacific Gr R6	Mutual Funds	—	—	$1.7M	1.0%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.6M	0.9%
Self-directed brokerage accounts BrokerageLink Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$1.5M	0.9%
T. Rowe Price T. Rowe Price Mid-Cap Growth	Other securities	—	—	$1.5M	0.9%
s * Lincoln National Life Insurance Company American Funds Growth	Pooled Separate Accounts	—	—	$1.0M	0.6%
MassMutual Funds MassMutual Small Cap Growth Equity Fund Class I	Other securities	—	—	$990K	0.6%
JPMorgan Investments JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$954K	0.5%
MFS Investments MFS Mid Cap Value Fund Class R3	Mutual Funds	—	—	$905K	0.5%
Lincoln National Life Insurance Company LVIP Macquarie Social Awareness	Common Stocks	—	—	$628K	0.4%
Lincoln National Life Insurance Company LVIP Macquarie Smid Cap Core Series	Common Stocks	—	—	$573K	0.3%
Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity 1 Fund	Mutual Funds	—	—	$484K	0.3%
American Beacon Funds American Beacon Small Cap Value Fund R6 Class	Other securities	—	—	$478K	0.3%
Lincoln National Life Insurance Company LVIP SSGA S&P 500 Index	Common Collective Trusts	—	—	$397K	0.2%
Lincoln National Life Insurance Company LVIP Macquarie Mid Cap Value Fund	Common Stocks	—	—	$386K	0.2%
Lincoln National Life Insurance Company MFS Utilities	Mutual Funds	—	—	$308K	0.2%
American Funds American Funds New World R6	Mutual Funds	—	—	$282K	0.2%
Fidelity Investments Fidelity International Small Cap Fund	Mutual Funds	—	—	$234K	0.1%
Lincoln National Life Insurance Company American Funds Growth-Income	Mutual Funds	—	—	$215K	0.1%
Vanguard Funds Vanguard Target Retirement 2065	Mutual Funds	—	—	$212K	0.1%
Lincoln National Life Insurance Company LVIP Blended Large Cap Growth Mngd Voltlty	Common Stocks	—	—	$189K	0.1%
Lincoln National Life Insurance Company LVIP T. Rowe Price Structured Mid-Cap Growth	Common Stocks	—	—	$173K	<0.1%
Lincoln National Life Insurance Company LVIP T Rowe Price 2030 Fund	Mutual Funds	—	—	$148K	<0.1%
Lincoln National Life Insurance Company LVIP Macquarie VIP Small Cap Value	Common Stocks	—	—	$136K	<0.1%
Lincoln National Life Insurance Company LVIP Baron Growth Opportunities	Common Stocks	—	—	$114K	<0.1%
Lincoln National Life Insurance Company LVIP Mondrian International Value	Common Stocks	—	—	$109K	<0.1%
Lincoln National Life Insurance Company Fidelity VIP Growth	Mutual Funds	—	—	$109K	<0.1%
Lincoln National Life Insurance Company Fidelity VIP Contrafund	Mutual Funds	—	—	$104K	<0.1%
Lincoln National Life Insurance Company LVIP Macquarie Reit Series	Common Stocks	—	—	$97K	<0.1%
Vanguard Funds Vanguard Target Retirement 2070	Mutual Funds	—	—	$94K	<0.1%
Lincoln National Life Insurance Company American Funds International	Mutual Funds	—	—	$85K	<0.1%

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