Original filing (PDF)20251015154954NAL0006819712001

MARIETTA MEMORIAL HOSPITAL

Name: MARIETTA MEMORIAL HOSPITAL — MARIETTA MEMORIAL HOSPITAL RETIREMENT PLAN, Form 5500 (2024)
Creator: MARIETTA MEMORIAL HOSPITAL

Form 5500

FILING_RECEIVED

MARIETTA MEMORIAL HOSPITAL RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

52% in single holdingNo recordkeeper disclosed

Active participants

309

Accounts w/ balance

—

Plan assets (EOY)

$62.3M

Net assets (EOY)

$62.1M

How this plan invests

This plan

15 securities

funds · stocks · CUSIPs

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

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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

MARIETTA MEMORIAL HOSPITAL

EIN

31-4379509

Address

401 MATTHEW STREET · MARIETTA, OH · 45750

Phone

(740) 374-1725

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

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
PEOPLES BANK	31-1278433	—	TRUSTEE	$138K	—

Investments

15 direct securities· $62.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Long-Term Invmt Grade Adm Fund	—	4,255,530	$34.9M	$32.0M	51.5%
Vanguard Instl Index Cl Fund	—	17,520	$5.1M	$8.4M	13.5%
Vanguard Total Bond Market Cl Fund	—	404,511	$4.3M	$3.8M	6.2%
Mainstay CBRE Global Infrastructure Class I	—	257,362	$3.0M	$3.4M

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