Original filing (PDF)20251010110732NAL0004532915001

NORTHWEST HOSPITAL CENTER, INC.

Name: NORTHWEST HOSPITAL CENTER, INC. — NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: NORTHWEST HOSPITAL CENTER, INC.

Form 5500

FILING_RECEIVED

NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Defined-contribution retirement plan

Signals · 1

1 failed disclosure

Active participants

887

Accounts w/ balance

1,205

Plan assets (EOY)

$55.8M

Net assets (EOY)

$55.8M

How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Bottom-decile employer contributions per participant (2nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

NORTHWEST HOSPITAL CENTER, INC.

EIN

52-1372665

Address

10090 RED RUN BLVD · OWINGS MILLS, MD · 21117

Phone

—

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

2025-10-10

Pension benefit codes

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$37K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

42 direct securities· $55.8M(100% of reported assets)

Other securities

$54.9M

38 holdings

Cash / Money Market

$747K

2 holdings

Common Stock

$173K

2 holdings

					% of plan
T. Rowe Price T. Rowe Price Retirement 2025 I	Other securities	—	—	$11.1M	20.0%
T. Rowe Price T. Rowe Price Retirement 2030 I	Other securities	—	—	$10.0M	17.9%
T. Rowe Price T. Rowe Price Retirement 2035 I	Other securities	—	—	$7.0M	12.5%
T. Rowe Price T. Rowe Price Retirement 2020 I	Other securities	—	—	$6.4M	11.5%
T. Rowe Price T. Rowe Price Retirement 2040 I	Other securities	—	—	$4.2M	7.4%
T. Rowe Price T. Rowe Price Retirement 2015 I	Other securities	—	—	$4.1M	7.4%
T. Rowe Price T. Rowe Price Retirement 2045 I	Other securities	—	—	$2.9M	5.2%
Standard Insurance Company Standard Stable Asset Fund II	Other securities	—	—	$1.7M	3.1%
Fidelity Contrafund K6	Other securities	—	—	$1.4M	2.4%
Vanguard Instl Index	Other securities	—	—	$1.2M	2.2%
T. Rowe Price T. Rowe Price Retirement 2050 I	Other securities	—	—	$1.2M	2.2%
Vanguard LifeStrategy Consv Gr	Other securities	—	—	$808K	1.4%
Vanguard Federal Money Market Fund	Cash / Money Market	—	—	$741K	1.3%
T. Rowe Price T. Rowe Price Retirement 2055 I	Other securities	—	—	$488K	0.9%
Vanguard Mid Cap Index Instl	Other securities	—	—	$345K	0.6%
American Fund American Funds Inf Linked Bond R-6	Other securities	—	—	$313K	0.6%
Fuller & Thaler Fuller & Thaler Behavioral Small Cap Growth R6	Other securities	—	—	$275K	0.5%
Vanguard Small Cap Index Inst	Other securities	—	—	$210K	0.4%
T. Rowe Price T. Rowe Price Retirement 2060 I	Other securities	—	—	$180K	0.3%
Thornburg Limited Term Inc R6	Common Stock	—	—	$157K	0.3%
American Century American Century Equity Income R6	Other securities	—	—	$142K	0.3%
Goldman Sachs GQG Partners International Opportunities Fund Class R6	Other securities	—	—	$133K	0.2%
BlackRock High Yield Bond K	Other securities	—	—	$101K	0.2%
AQR Lg Cap Defensive Style R6	Other securities	—	—	$84K	0.2%
Vanguard Total Intl Stock Index Adm	Other securities	—	—	$83K	0.1%
Vanguard InTrmed Trm Bd Idx Inst	Other securities	—	—	$76K	0.1%
American Fund American Funds EuroPacific Growth R6	Other securities	—	—	$72K	0.1%
Metropolitan West Metropolitan West Total Return Bond P	Other securities	—	—	$69K	0.1%
Vanguard LifeStrategy Gr	Other securities	—	—	$63K	0.1%
Goldman Sachs Goldman Sachs Emerging Markets Equity Fund Class R6	Other securities	—	—	$46K	<0.1%
Cohen & Steers Cohen & Steers Instl Realty Shares	Other securities	—	—	$40K	<0.1%
American Century American Century Mid Cap Value R6	Other securities	—	—	$39K	<0.1%
MFS Mid Cap Gr R6	Other securities	—	—	$26K	<0.1%
Franklin Templeton Franklin Small Cap Value R6	Other securities	—	—	$25K	<0.1%
Vanguard Intl Val	Other securities	—	—	$17K	<0.1%
Brown Capital Mgmt Brown Capital Mgmt Intl Sm Co Instl	Common Stock	—	—	$16K	<0.1%
Fidelity Adv Intl Small Cap I	Other securities	—	—	$15K	<0.1%
John Hancock JHancock Small Cap Core R6	Other securities	—	—	$14K	<0.1%
PIMCO CommoditiesPLUS Strategy Instl	Other securities	—	—	$10K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2065 I	Other securities	—	—	$9K	<0.1%
Fidelity Cash Reserves 1 Gold Bullion Adv Preferred Gold Bullion Strat Inv	Cash / Money Market	—	—	$5K	<0.1%
Vanguard LifeStrategy Moderate Gr	Other securities	—	—	$2K	<0.1%