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Form 5500 · Retirement plan · FORT WAYNE, IN

PARKVIEW HEALTH SYSTEM, INC.

The filing calls this plan PARKVIEW HEALTH SYSTEM, INC. 403(B) PLAN.

PARKVIEW HEALTH SYSTEM, INC. of FORT WAYNE, IN'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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1972384 · plan 002 · plan year 2024, filed Oct 7, 2025

Participants at the start of the year
18,080
Contracts on file
2
Contract value
$65,632,324
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $65,632,324 at the end of the plan year, as reported on Schedule A.

$34,951 in agent commissions is disclosed across the contracts; OSAIC FA INC is the agent of record.

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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC276December$5,916,794$34,951
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC1,946December$59,715,530$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
PARKVIEW HEALTH SYSTEM, INC.
EIN 35-1972384
HIGHLAND ASSOCIATES, INC.
ADVISORY · EIN 63-0955503
$59,167
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$30,175
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
$928,494,369
Paid out in benefits
$65,832,418
Participants at the start of the year
18,080
Participants with account balances
13,058

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

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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