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Form 5500 · Retirement plan · AURORA, NE

MEMORIAL COMMUNITY HEALTH INC.

The filing calls this plan MEMORIAL COMMUNITY HEALTH INC. TAX DEFERRED ANNUITY PLAN.

MEMORIAL COMMUNITY HEALTH INC. of AURORA, NE's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-0461859 · plan 003 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
347
Contracts on file
2
Contract value
$1,148,241
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $1,148,241 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC1December$1,044$0
STANDARD INSURANCE COMPANYAnnuity / GIC206December$1,147,197$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MEMORIAL COMMUNITY HEALTH INC.
EIN 47-0461859
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$48,164
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan
USI ADVISORS
ADVISOR · EIN 06-1397347
$37,739
paid directly by the plan
HBE LLP
Accounting and audit · EIN 47-0461859
$12,724
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$24,926,532
Paid out in benefits
$1,400,203
Participants at the start of the year
347
Participants with account balances
207

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 47-0677245
HBE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$12,724

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

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MEMORIAL COMMUNITY HEALTH INC. — retirement plan: annuity and GIC contracts on Schedule A · Form5500Lookup