How big is Ashtabula County Medical Center's plan?

Ashtabula County Medical Center's plan reported $31.8M in assets and 186 participants for 2023.

Original filing (PDF)20250415100205NAL0001370275001

Ashtabula County Medical Center

Name: Ashtabula County Medical Center — Ashtabula County, Form 5500 (2023)
Creator: Ashtabula County Medical Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ashtabula County Medical Center Retirement Plan

Defined-benefit pension plan · Ashtabula County Medical Center's Ashtabula County Medical Center Retirement Plan held $31.8M in plan assets for 186 participants in 2023.

Active participants

186

Accounts w/ balance

—

Plan assets (EOY)

$31.8M

Net assets (EOY)

$31.8M

People on this filing

Alanna Dames signed Ashtabula County Medical Center's 2023 Form 5500 as plan administrator.

Alanna Dames — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ashtabula County Medical Center's EIN is 34-0726081.

EIN 34-0726081

Plan number 001

Plan year 2023

ACK ID 20250415100205NAL0001370275001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ashtabula County Medical Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ashtabula County Medical Center's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASHTABULA COUNTY MEDICAL CENTER.

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How this plan invests

This plan

503 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ASHTABULA COUNTY MEDICAL CENTER

EIN

all filings

Address

2420 LAKE AVENUE · ASHTABULA, OH · 440043817

Phone

(440) 997-2262

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	26-4310844	—	NONE	$146K	—
USI CONSULTING GROUP	06-1053228	—	NONE	$37K	—
FIRST STATE TRUST	13-3124172	—	NONE	$14K	—

Investments

503 direct securities· $31.4M(99% of reported assets)

Bonds / Notes

$16.8M

315 holdings

Other securities

$5.6M

20 holdings

Common Stocks

$2.9M

152 holdings

U.S. Treasuries

$2.4M

6 holdings

Common Collective Trusts

$1.4M

1 holding

Mutual Funds

$1.1M

1 holding

Real Estate

$680K

1 holding

Corporate Bonds

$546K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$1.4M State Street / SPDR$972K Morgan Stanley$880K JPMorgan$513K Wells Fargo / Allspring$332K Goldman Sachs$265K MetLife$114K Prudential / PGIM$112K Voya$17K

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					% of plan
U S Treas Sec Stripped Int Pmt 2/15/38	Other securities	—	$2.8M	$2.6M	8.0%
U S Treas Sec Stripped Int Pmt 2/15/36	Other securities	—	$1.7M	$1.7M	5.4%
Vanguard US Total Stock Market Index ETF Shares	Common Collective Trusts	—	$878K	$1.4M	4.5%
GQG Emerging Markets Shares	Mutual Funds	—	$935K	$1.1M	3.3%
Exchange Traded Funds Spdr Index Shs Fds Shares	Common Stocks	—	$895K	$972K	3.1%
United States Treas Bd Stripp 11/15/24	U.S. Treasuries	—	$908K	$946K	3.0%
United States Treas Bills 9/19/24	U.S. Treasuries	—	$889K	$890K	2.8%
Morgan Stanley Bank Deposit Shares	Other securities	—	$880K	$880K	2.8%
Income Trust Blackstone REIT Shares	Real Estate	—	$539K	$680K	2.1%
Union Pacific Corp 2.1500% Matures 02/05/27	Bonds / Notes	—	$346K	$345K	1.1%
United States Treas Bills 7/18/24	U.S. Treasuries	—	$327K	$329K	1.0%
(Continued) Apple Inc 3.3500% Matures 02/09/27	Corporate Bonds	—	$320K	$313K	1.0%
Comcast Corp 2.3500% Matures 01/15/27	Bonds / Notes	—	$311K	$304K	1.0%
Unitedhealth Group Inc 4.6250% Matures 07/15/35	Bonds / Notes	—	$306K	$288K	0.9%
International Business Machs 3.3000% Matures 05/15/26	Bonds / Notes	—	$287K	$285K	0.9%
Shell International Fin 2.5000% Matures 09/12/26	Bonds / Notes	—	$290K	$284K	0.9%
Kinder Morgan Energy Partne 4.2500% Matures 09/01/24	Bonds / Notes	—	$278K	$279K	0.9%
Bk Of America Corp 2.5720% Matures 10/20/32	Bonds / Notes	—	$268K	$269K	0.8%
Bk Of America Corp 2.0870% Matures 06/14/29	Bonds / Notes	—	$256K	$262K	0.8%
Verizon Communications Inc 4.0160% Matures 12/03/29	Bonds / Notes	—	$252K	$246K	0.8%
Resolution Fdg Corp 1/15/30	Common Stocks	—	$236K	$236K	0.7%
U S Treas Sec Stripped Int Pmt 2/15/49	Other securities	—	$223K	$223K	0.7%
Anheuser-Busch Cos Ll 4.7000% Matures 02/01/36	Bonds / Notes	—	$228K	$214K	0.7%
Anheuser-Busch Inbev Wldw I 4.7500% Matures 01/23/29	Bonds / Notes	—	$209K	$204K	0.6%
Nevada Power Co 3.7000% Matures 05/01/29	Bonds / Notes	—	$210K	$203K	0.6%
Sunoco Logistics Partners 3.9000% Matures 07/15/26	Bonds / Notes	—	$198K	$199K	0.6%
Dowdupont Inc 4.4930% Matures 11/15/25	Bonds / Notes	—	$200K	$197K	0.6%
Jpmorgan Chase & Co 3.9000% Matures 07/15/25	Bonds / Notes	—	$189K	$187K	0.6%
At&t Inc 3.5500% Matures 09/15/55	Bonds / Notes	—	$200K	$186K	0.6%
Bp Cap Mkts Amer Inc 3.1190% Matures 05/04/26	Bonds / Notes	—	$185K	$183K	0.6%
Duke Energy Carolinas Llc 2.9500% Matures 12/01/26	Bonds / Notes	—	$172K	$172K	0.5%
Chile Rep 2.4500% Matures 01/31/31	Bonds / Notes	—	$176K	$171K	0.5%
Cvs Health Corp 3.0000% Matures 08/15/26	Bonds / Notes	—	$168K	$166K	0.5%
US Treasury Strip 8/15/28	U.S. Treasuries	—	$165K	$163K	0.5%
Discovery Communications Llc 3.6250% Matures 05/15/30	Bonds / Notes	—	$166K	$163K	0.5%
Loews Corp 3.7500% Matures 04/01/26	Bonds / Notes	—	$158K	$156K	0.5%
At&t Inc 4.3500% Matures 03/01/29	Bonds / Notes	—	$159K	$155K	0.5%
Duke Energy FL LLC 3.2000% Matures 01/15/27	Bonds / Notes	—	$154K	$153K	0.5%
At&t Inc 1.6500% Matures 02/01/28	Bonds / Notes	—	$142K	$142K	0.4%
Resolution Fdg Corp 4/15/30	Common Stocks	—	$138K	$138K	0.4%
Jp Morgan Chase Bank Na 3.8820% Matures 07/24/38	Bonds / Notes	—	$143K	$137K	0.4%
Oracle Corp 6.5000% Matures 04/15/38	Bonds / Notes	—	$137K	$134K	0.4%
Abbvie Inc 3.2000% Matures 11/21/29	Bonds / Notes	—	$136K	$133K	0.4%
California St 7.3000% Matures 10/01/39	Bonds / Notes	—	$143K	$132K	0.4%
American Tower Corp New 2.7500% Matures 01/15/27	Bonds / Notes	—	$126K	$127K	0.4%
United Mexican States 4.7500% Matures 03/08/44	Bonds / Notes	—	$129K	$121K	0.4%
Jpmorgan Chase & Co 3.1570% Matures 04/22/42	Bonds / Notes	—	$124K	$119K	0.4%
California St 7.5500% Matures 04/01/39	Bonds / Notes	—	$130K	$118K	0.4%
Georgia Power Company 4.3000% Matures 03/15/42	Bonds / Notes	—	$123K	$114K	0.4%
Kimco Realty Corp 2.8000% Matures 10/01/26	Bonds / Notes	—	$114K	$114K	0.4%

1–50 of 503

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