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Form 5500 · Retirement plan · BATON ROUGE, LA

WOMAN'S HOSPITAL FOUNDATION

The filing calls this plan WOMAN'S HOSPITAL FOUNDATION 401(A) EMPLOYER CONTRIBUTION PLAN.

WOMAN'S HOSPITAL FOUNDATION of BATON ROUGE, LA's retirement plan holds 3 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
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0652905 · plan 009 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
3,041
Contracts on file
3
Contract value
$10,957,707
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $10,957,707 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC410December$2,734,045$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC442December$3,667$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC442December$8,219,995$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
WOMAN'S HOSPITAL FOUNDATION
EIN 72-0652905
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$55,332
paid directly by the plan
GALLAGHER BENEFIT SERVICES INC
CONSULTANT · EIN 36-4291971
$38,413
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-0472300
$18,464
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.

Reported to OSHA

Reported to OSHA for 2025: 2,386 employees, 53 recordable cases, 315 days away from work.

EmployeesThe company's own average for the year
2,386
Hours worked
3,724,095
Recordable cases
53
Days away from work
315

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$142,703,267
Paid out in benefits
$21,856,969
Participants at the start of the year
3,041
Participants with account balances
2,745

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 72-1396621
CARR, RIGGS & INGRAM, LLC
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

Welfare Benefits PlanInsured benefit plan · 8 Schedule A contractsRenews ~Jan 1403(B) Retirement Savings PlanRetirement plan · 4 Schedule A contracts

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