Original filing (PDF)20251006090746NAL0005744976001

HARVARD MEMORIAL HOSPITAL, INC.

Name: HARVARD MEMORIAL HOSPITAL, INC. — HARVARD MEMORIAL HOSPITAL, INC. EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: HARVARD MEMORIAL HOSPITAL, INC.

Form 5500-SF

FILING_RECEIVED

HARVARD MEMORIAL HOSPITAL, INC. EMPLOYEES PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARVARD MEMORIAL HOSPITAL, INC..

Plan sponsor

Name

HARVARD MEMORIAL HOSPITAL, INC.

EIN

31-1551871

Address

P.O. BOX 5003 · JANESVILLE, WI · 535475003

Phone

(608) 756-6000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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