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Original filing (PDF)20251015143826NAL0006452448001
LIFEPOINT HEALTH, INC.
Form 5500
FILING_RECEIVED
LIFEPOINT MARQUETTE PENSION PLAN
Defined-benefit pension plan
Signals · 1
36% in single holding
Active participants
53
Accounts w/ balance
0
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Wilmington Trust, N.A. SLC Mgmt US Long Credit Fund" is 36% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEPOINT HEALTH, INC..
Plan sponsor
Name
LIFEPOINT HEALTH, INC.
EIN
27-0500485
Address
330 SEVEN SPRINGS WAY · BRENTWOOD, TN · 37027
Phone
(615) 920-7000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | TRUSTEE | $41K | — |
Investments
11 direct securities · 1 pooled fund· $42.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$26.7M
11 holdings
Common Collective Trust
$15.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WILMINGTON TR SLC MGMT US LGCP WILMINGTON TRUST, N.A. · EIN 38-4116840 / PN 551 | Common Collective Trust | — | $18.3M | $15.3M | 36.4% | |
| Vanguard Total Stock Market Index Fund | — | — | $5.4M | $13.7M | 32.5% | |
| Vanguard Small Cap Index Fund | — | — | $1.6M | $3.7M | 8.8% | |
| Transamerica International Equity | — | — | $2.2M | $2.5M | 6.0% | |
| JP Morgan International Equity Fund | — | — | $1.7M | $1.9M | 4.6% | |
| Invesco Oppenheimer Developing Markets | — | — | $1.2M | $1.2M | 2.9% | |
| Principal/Blackrock Short-Term Investment Fund | — | — | $779K | $779K | 1.9% | |
| PIMCO Real Estate Return Strategy | — | — | $840K | $658K | 1.6% | |
| Vanguard Developed Markets Index Fund | — | — | $549K | $640K | 1.5% | |
| Transamerica Emerging Markets Debt Fund | — | — | $627K | $585K | 1.4% | |
| Vanguard Real Estate Index Fund | — | — | $498K | $567K | 1.3% | |
| Calamos Market Neutral Income Fund | — | — | $380K | $430K | 1.0% |