Retirement plan

NORTH MISSISSIPPI HEALTH SERVICES, INC. EMPLOYER SAVINGS PLAN

Name: NORTH MISSISSIPPI HEALTH SERVICES, INC. - NORTH MISSISSIPPI HEALTH SERVICES, INC. EMPLOYER SAVINGS PLAN (2025) Form 5500
Creator: NORTH MISSISSIPPI HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH MISSISSIPPI HEALTH SERVICES, INC. EMPLOYER SAVINGS PLAN, NORTH MISSISSIPPI HEALTH SERVICES, INC.

NORTH MISSISSIPPI HEALTH SERVICES, INC.EIN 64-0653269Plan #003PY 2025

830 SOUTH GLOSTER STREET - TUPELO, MS 38801662-377-3056nmhs.netLinkedIn5001-10000 employeeshospital & health care

Other plans on this EIN

2 filings

#002Retirement-$488.1M assets #001Retirement-$12.4M assets

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed June 9, 2016 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

830 South Gloster Street

Tupelo State: MS Zip Code: 38801

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Plans declared (1)

North Mississippi Health Services, Inc. Supplemental Executive Retirement Plan6 emp

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Total assets (EOY)

$410.7M

+13.5% from 2024

Total participants

9,230

+5.8% from 2024

Average account balance

$72,261

+9.0% from 2024

Annual return

14.58%

+4.38 pp from 2024

Benchmarks

See 158 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort158 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$410.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$72K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

5,683

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

56.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$66

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070	Contract Administrator	$380,715
GERBER LLC3 years Filed as: GERBER/ TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786	Pension Consulting	$54,505
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260	Accounting	$31,825

Plan features & details

Pension benefit codes2E2F2G2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$373K

$46 / participant

Investment mgmt$342K91.5%
Other / not subdivided$32K8.5%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $31,825
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,261

$126,505-42.9%

$152,093-52.5%

$126,505-42.9%

Participation rate

56.1%

81.0%-25.0pp

77.8%-21.7pp

81.0%-25.0pp

Annual return

14.58%

14.86%-0.3pp

66.36%-51.8pp

14.86%-0.3pp

Employer contribution / active EE

$2,767

$4,041-31.5%

$4,175-33.7%

$4,041-31.5%

Participant deferral / active EE

$6,313-100.0%

$5,451-100.0%

$6,313-100.0%

Admin fee / account holder

$66

$145-54.8%

$14,497-99.5%

$145-54.8%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION11+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$380,715

GERBER LLC3 years

Filed as: GERBER/ TAYLOR ASSOCIATES, INC.

Service code 17 · EIN 62-1420786

Pension Consulting

$54,505

FORVIS, LLP3 years

Filed as: FORVIS MAZARS, LLP

Service code 10 · EIN 44-0160260

Accounting

$31,825

NORTH MISSISSIPPI HEALTH SERVICES, INC. EMPLOYER SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH MISSISSIPPI HEALTH SERVICES, INC. EMPLOYER SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion