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Original filing (PDF)20251015162816NAL0010636658001
REDLANDS COMMUNITY HOSPITAL
Form 5500
FILING_RECEIVED
REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM
403(b) retirement plan
Active participants
1,627
Accounts w/ balance
1,599
Plan assets (EOY)
$173.8M
Net assets (EOY)
$173.8M
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 (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDLANDS COMMUNITY HOSPITAL.
Plan sponsor
Name
REDLANDS COMMUNITY HOSPITAL
EIN
95-1643347
Address
350 TERRACINA BOULEVARD · P.O. BOX 391 · REDLANDS, CA · 923730742
Phone
(909) 335-5678
Industry
Health Care & Social Assistancesee all
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)
Audit & trust (Schedule H)
Auditor
SOREN MCADAM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $69K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $2K | — |
Investments
70 direct securities· $173.8M(100% of reported assets)
Uncategorized
$148.4M
68 holdings
Mutual Funds
$24.4M
1 holding
Pooled Separate Accounts
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Target Retirement 2035 | Mutual Funds | — | — | $24.4M | 14.0% | |
| Vanguard Funds Vanguard Target Retirement 2040 | — | — | — | $18.7M | 10.8% | |
| Vanguard Funds Vanguard Target Retirement 2030 | — | — | — | $18.4M | 10.6% | |
| Vanguard Funds Vanguard Target Retirement 2045 | — | — | — | $13.7M | 7.9% | |
| Vanguard Funds Vanguard Target Retirement 2050 | — | — | — | $13.3M | 7.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $9.4M | 5.4% | |
| Vanguard Funds Vanguard Target Retirement 2025 | — | — | — | $9.0M | 5.2% | |
| Vanguard Funds Vanguard Target Retirement 2055 | — | — | — | $7.9M | 4.6% | |
| Investment contracts New York Life Insurance Company Guaranteed Interest Account | — | — | — | $7.4M | 4.2% | |
| Lincoln National Life Insurance Company Multi-Fund and Multi-Fund Select Fixed Accounts | — | — | — | $6.9M | 4.0% | |
| Vanguard Funds Vanguard Target Retirement 2020 | — | — | — | $5.7M | 3.3% | |
| Fidelity Investments Fidelity Contrafund | — | — | — | $5.6M | 3.2% | |
| Participant loans Interest rates ranging between 4.25% and 9.50% | — | — | — | $3.0M | 1.7% | |
| Vanguard Funds Vanguard Target Retirement 2060 | — | — | — | $2.6M | 1.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $2.3M | 1.3% | |
| Vanguard Funds Vanguard Target Retirement Income Fund | — | — | — | $1.9M | 1.1% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | — | — | — | $1.9M | 1.1% | |
| Columbia Funds Columbia Dividend Opportunity S | — | — | — | $1.8M | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1.8M | 1.1% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $1.8M | 1.0% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $1.7M | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $1.6M | 0.9% | |
| Self-directed brokerage accounts BrokerageLink Self-directed brokerage accounts | — | — | — | $1.5M | 0.9% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | — | — | — | $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 | — | — | — | $990K | 0.6% | |
| JPMorgan Investments JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $954K | 0.5% | |
| MFS Investments MFS Mid Cap Value Fund Class R3 | — | — | — | $905K | 0.5% | |
| Lincoln National Life Insurance Company LVIP Macquarie Social Awareness | — | — | — | $628K | 0.4% | |
| Lincoln National Life Insurance Company LVIP Macquarie Smid Cap Core Series | — | — | — | $573K | 0.3% | |
| Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity 1 Fund | — | — | — | $484K | 0.3% | |
| American Beacon Funds American Beacon Small Cap Value Fund R6 Class | — | — | — | $478K | 0.3% | |
| Lincoln National Life Insurance Company LVIP SSGA S&P 500 Index | — | — | — | $397K | 0.2% | |
| Lincoln National Life Insurance Company LVIP Macquarie Mid Cap Value Fund | — | — | — | $386K | 0.2% | |
| Lincoln National Life Insurance Company MFS Utilities | — | — | — | $308K | 0.2% | |
| American Funds American Funds New World R6 | — | — | — | $282K | 0.2% | |
| Fidelity Investments Fidelity International Small Cap Fund | — | — | — | $234K | 0.1% | |
| Lincoln National Life Insurance Company American Funds Growth-Income | — | — | — | $215K | 0.1% | |
| Vanguard Funds Vanguard Target Retirement 2065 | — | — | — | $212K | 0.1% | |
| Lincoln National Life Insurance Company LVIP Blended Large Cap Growth Mngd Voltlty | — | — | — | $189K | 0.1% | |
| Lincoln National Life Insurance Company LVIP T. Rowe Price Structured Mid-Cap Growth | — | — | — | $173K | <0.1% | |
| Lincoln National Life Insurance Company LVIP T Rowe Price 2030 Fund | — | — | — | $148K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie VIP Small Cap Value | — | — | — | $136K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Baron Growth Opportunities | — | — | — | $114K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Mondrian International Value | — | — | — | $109K | <0.1% | |
| Lincoln National Life Insurance Company Fidelity VIP Growth | — | — | — | $109K | <0.1% | |
| Lincoln National Life Insurance Company Fidelity VIP Contrafund | — | — | — | $104K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Reit Series | — | — | — | $97K | <0.1% | |
| Vanguard Funds Vanguard Target Retirement 2070 | — | — | — | $94K | <0.1% | |
| Lincoln National Life Insurance Company American Funds International | — | — | — | $85K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Blackrock Dividend Value Managed Volatility | — | — | — | $75K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Diversified Income | — | — | — | $66K | <0.1% | |
| Lincoln National Life Insurance Company American Funds Global Growth | — | — | — | $63K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Government Money Market | — | — | — | $60K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Wealth Builder Fund | — | — | — | $58K | <0.1% | |
| Lincoln National Life Insurance Company LVIP JPMorgan Retirement Income Fund | — | — | — | $56K | <0.1% | |
| Money market fund Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | — | — | — | $56K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Bond | — | — | — | $45K | <0.1% | |
| Lincoln National Life Insurance Company AllianceBernstein VPS Global Thematic Growth | — | — | — | $33K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Global Moderate Allocation MRF | — | — | — | $31K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Global Growth Allocation MRF | — | — | — | $26K | <0.1% | |
| Lincoln National Life Insurance Company LVIP SSGA Small-Cap Index | — | — | — | $24K | <0.1% | |
| Lincoln National Life Insurance Company LVIP SSGA International Index | — | — | — | $20K | <0.1% | |
| Lincoln National Life Insurance Company Pimco VIT Total Return Portfolio | — | — | — | $17K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Franklin Templeton | — | — | — | $17K | <0.1% | |
| Lincoln National Life Insurance Company LVIP SSGA Global Tactical Allocation | — | — | — | $15K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Global Conservative Allocation MRF | — | — | — | $13K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie High Yield Fund | — | — | — | $12K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Blackrock Inflation Protected Bond | — | — | — | $8K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Value Series | — | — | — | $4K | <0.1% |