Original filing (PDF)20251014053818NAL0003203216001

BON SECOURS MERCY HEALTH, INC.

Name: BON SECOURS MERCY HEALTH, INC. — COMMUNITY HOSPITAL RETIREMENT PLAN, Form 5500 (2024)
Creator: BON SECOURS MERCY HEALTH, INC.

Form 5500

FILING_RECEIVED

COMMUNITY HOSPITAL RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BON SECOURS MERCY HEALTH, INC..

Plan sponsor

Name

BON SECOURS MERCY HEALTH, INC.

EIN

52-1301088

Address

4600 MCAULEY PLACE · SUITE 100 · BLUE ASH, OH · 45242

Phone

(513) 952-5000

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

BON SECOURS MERCY HEALTH RETIREMENT PLAN COMMITTEE

EIN

87-3103696

City

BLUE ASH, OH

Phone

(513) 952-5000

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.3M

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.

			% of plan
MERCY HEALTH ERISA RETIREMENT TRUST BON SECOURS MERCY HEALTH, INC. · EIN 45-4941647 / PN 001	Master Trust	$1.3M	100.0%

1–1 of 1

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