Original filing (PDF)20251013154026NAL0000777427001

HUNTERDON MEDICAL CENTER

Name: HUNTERDON MEDICAL CENTER — HUNTERDON MEDICAL CENTER EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: HUNTERDON MEDICAL CENTER

Form 5500

FILING_RECEIVED

HUNTERDON MEDICAL CENTER EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

420

Accounts w/ balance

—

Plan assets (EOY)

$187.7M

Net assets (EOY)

$187.4M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTERDON MEDICAL CENTER.

Plan sponsor

Name

HUNTERDON MEDICAL CENTER

EIN

22-1537688

Address

2100 WESCOTT DRIVE · FLEMINGTON, NJ · 088224604

Phone

(908) 788-6100

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI PRIVATE TRUST COMPANY	23-1707341	—	NONE	$707K	—
BPAS ACTUARIAL & PENSION SERVICES	30-0192194	—	NONE	$46K	—

Investments

13 direct securities· $186.3M(99% of reported assets)

Uncategorized

$179.3M

12 holdings

Mutual Funds

$6.9M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
SEI INTERMEDIATE DUR CREDIT-A Mutual Fund	—	—	$60.0M	$55.2M	29.4%
SEI GLOBAL MGD VOLATILITY FD Mutual Fund	—	—	$51.3M	$49.3M	26.3%
SEI LONG DUR CREDIT FUND A Mutual Fund	—	—

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