Filings through Sep 24, 2026.

Retirement plan

Chiricahua Community Health Centers, Inc. 403(b) Plan

Name: CHIRICAHUA COMMUNITY HEALTH CENTERS, INC. - CHIRICAHUA COMMUNITY HEALTH CENTERS, INC. 403(B) PLAN (2024) Form 5500
Creator: CHIRICAHUA COMMUNITY HEALTH CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHIRICAHUA COMMUNITY HEALTH CENTERS, INC. 403(B) PLAN, CHIRICAHUA COMMUNITY HEALTH CENTERS, INC.

Chiricahua Community Health Centers, Inc.EIN 86-0814898Plan #001PY 2024

1205 F AVENUE - DOUGLAS, AZ 85607520-364-1429cchci.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsFailed to transmit contributionsPossible retail share class: $2KFew collective trustsFund lineup: 11 funds, $15.5M

How to read this page

Total assets (EOY)

$15.8M

+28.7% from 2023

Total participants

604

+6.5% from 2023

Average account balance

$27,132

+19.2% from 2023

Annual return

14.36%

-9.47 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

See peer percentile detail with Pro.

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Analytics

See the 9-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA SEC. CORP LLC2 years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping	$63,276
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$247

Fund lineup

CSV with Pro

11 funds of $250K or more; 35 lines in all, holding $15.5M of the plan's $15.8M. From the 2024 filing. Recordkeeper: Mutual OF America SEC.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds11%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series64%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: MoA Clear Passage, other, 64% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintages	Mutual of America	Separate account	$9.9M	63.6%
Mid Atlantic Trust Company Vanguard VIF Treasury Money Market Vanguard · Money market	Vanguard	Money market	$1.4M	9.3%
Mid Atlantic Trust Company Mutual of America Equity Index Fund Mutual of America · Separate account Index	Mutual of America	Separate account	$1.1M	7.0%
Mid Atlantic Trust Company T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Separate account	T. Rowe Price	Separate account	$992K	6.4%
Mid Atlantic Trust Company Dodge & Cox Stock Fund Class I Dodge & Cox · Separate account	Dodge & Cox	Separate account	$246K	1.6%
Empower Fixed Income Guaranteed Option Fixed income account Empower · Insurance contract	Empower	Insurance contract	$215K	1.4%
Mid Atlantic Trust Company MFS VIT III Mid Cap Value Portfolio MFS (Sun Life) · Separate account	MFS (Sun Life)	Separate account	$212K	1.4%
Mid Atlantic Trust Company Victory RS Small Cap Growth Equity VIP SeriesPooled FROFSeparate Account Victory Capital · Separate account	Victory Capital	Separate account	$202K	1.3%
Mid Atlantic Trust Company Mutual of America Mid-Cap Equity Index Fund Pooled Separate Account Mutual of America · Separate account Index	Mutual of America	Separate account	$194K	1.3%
Mid Atlantic Trust Company Vanguard VIF Real Estate Index Portfolio Vanguard · Separate account Index	Vanguard	Separate account	$189K	1.2%

See the other 25 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$84K

$178 / participant

Recordkeeping$84K100.0%

% of EOY assets

0.532%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FESTER & CHAPMAN, PLLC
Auditor EIN: 821455657
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Sep 24, 2026.

Retirement plan

Chiricahua Community Health Centers, Inc. 403(b) Plan

Chiricahua Community Health Centers, Inc.EIN 86-0814898Plan #001PY 2024

1205 F AVENUE - DOUGLAS, AZ 85607520-364-1429cchci.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsFailed to transmit contributionsPossible retail share class: $2KFew collective trustsFund lineup: 11 funds, $15.5M

People on file2 contacts

JK
Jessica King
Filing signerFiling signer
#001#501
PY 2025
+1 more — auditor, admin, prior signers, …

5500 filings9 filings · 2015–2024

20245500Other DCLatest

5500 PDF

How to read this page

Total assets (EOY)

$15.8M

+28.7% from 2023

Total participants

604

+6.5% from 2023

Average account balance

$27,132

+19.2% from 2023

Annual return

14.36%

-9.47 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 9-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA SEC. CORP LLC2 years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping	$63,276
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$247

Fund lineup

CSV with Pro

11 funds of $250K or more; 35 lines in all, holding $15.5M of the plan's $15.8M. From the 2024 filing. Recordkeeper: Mutual OF America SEC.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds11%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series64%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: MoA Clear Passage, other, 64% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintages	Mutual of America	Separate account	$9.9M	63.6%
Mid Atlantic Trust Company Vanguard VIF Treasury Money Market Vanguard · Money market	Vanguard	Money market	$1.4M	9.3%
Mid Atlantic Trust Company Mutual of America Equity Index Fund Mutual of America · Separate account Index	Mutual of America	Separate account	$1.1M	7.0%
Mid Atlantic Trust Company T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Separate account	T. Rowe Price	Separate account	$992K	6.4%
Mid Atlantic Trust Company Dodge & Cox Stock Fund Class I Dodge & Cox · Separate account	Dodge & Cox	Separate account	$246K	1.6%
Empower Fixed Income Guaranteed Option Fixed income account Empower · Insurance contract	Empower	Insurance contract	$215K	1.4%
Mid Atlantic Trust Company MFS VIT III Mid Cap Value Portfolio MFS (Sun Life) · Separate account	MFS (Sun Life)	Separate account	$212K	1.4%
Mid Atlantic Trust Company Victory RS Small Cap Growth Equity VIP SeriesPooled FROFSeparate Account Victory Capital · Separate account	Victory Capital	Separate account	$202K	1.3%
Mid Atlantic Trust Company Mutual of America Mid-Cap Equity Index Fund Pooled Separate Account Mutual of America · Separate account Index	Mutual of America	Separate account	$194K	1.3%
Mid Atlantic Trust Company Vanguard VIF Real Estate Index Portfolio Vanguard · Separate account Index	Vanguard	Separate account	$189K	1.2%

See the other 25 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$84K

$178 / participant

Recordkeeping$84K100.0%

% of EOY assets

0.532%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FESTER & CHAPMAN, PLLC
Auditor EIN: 821455657
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Chiricahua Community Health Centers, Inc. 403(b) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Chiricahua Community Health Centers, Inc. 403(b) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion