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Form 5500 · Retirement plan · GARY, IN

THE METHODIST HOSPITALS, INC.

The filing calls this plan THE METHODIST HOSPITALS, INC. 401(K) SAVINGS PLAN.

THE METHODIST HOSPITALS, INC. of GARY, IN files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. 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 35-0868133 · plan 002 · plan year 2024, filed Oct 9, 2025

Participants at the start of the year
3,497
Contracts on file
1
Contract value
$15,459,636
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $15,459,636 at the end of the plan year, as reported on Schedule A.

$386 in agent commissions is disclosed across the contracts; PAUL A FRANCO 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
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC3,588December$15,459,636$386

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

VOYA RETIREMENT INSURANCE & ANNUITY
Recordkeeping and information management · EIN 71-0294708
$296,536
paid directly by the plan
CAPTRUST FINANCIAL ADVISORS
NONE KNOWN · EIN 26-0058143
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$191,153,266
Paid out in benefits
$16,604,930
Participants at the start of the year
3,497
Participants with account balances
2,546

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

Who runs the plan

RecordkeeperEIN 71-0294708
VOYA RETIREMENT INSURANCE & ANNUITY
Independent accountantEIN 33-1498605
PLANTE & MORAN, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

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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THE METHODIST HOSPITALS, INC. 401(K) Savings Plan — retirement plan: annuity and GIC contracts and agent of record on Schedule A · Form5500Lookup