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Original filing (PDF)20231016224741NAL0039249121001

HOSTMARK MANAGEMENT, INC.

Form 5500
FILING_RECEIVED
HOSTMARK HEALTH CARE PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
365
Accounts w/ balance
Plan assets (EOY)
$674K
Net assets (EOY)
$240K
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (35 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOSTMARK MANAGEMENT, INC..
Plan sponsor
Name
HOSTMARK MANAGEMENT, INC.
EIN
36-3914422
Address
1300 E WOODFIELD RD STE 400 · SCHAUMBURG, IL · 601735444
Phone
(847) 517-9100
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
R.J. AUGUSTINE AND ASSOCIATES
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
EMPLOYEE BENEFITS CORPORATION39-2044064MADISON, WICLAIM ADMINISTRATION$2K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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