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Original filing (PDF)20251013074536NAL0000381939001
CARROLL HOSPITAL CENTER, INC.
Form 5500
FILING_RECEIVED
CARROLL HOSPITAL CENTER, INC. RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 3
6 failed disclosures~116 bps in Sched C feesNo recordkeeper disclosed
Active participants
225
Accounts w/ balance
—
Plan assets (EOY)
$90.8M
Net assets (EOY)
$90.8M
Plan health score (directional)
71
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
65
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 6 Schedule C providers failed to disclose compensation.
- 116 bps in Schedule C fees — 627% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARROLL HOSPITAL CENTER, INC..
Plan sponsor
Name
CARROLL HOSPITAL CENTER, INC.
EIN
52-1452024
Address
200 MEMORIAL AVENUE · WESTMINSTER, MD · 211575799
Phone
(410) 469-5434
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
2025-10-13
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
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | TRUSTEE | $114K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $483K | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | NONE | $432K | — |
| EDGEWOOD MANAGEMENT LLC | — | GREENWICH, CT | NONE | $22K | — |
| BROWN CAPITAL MANAGEMENT | 27-4453139 | — | NONE | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| GLENDOWER CAP SECNDRY OPP FD IV LP | SCHEDULE C DISCLOSURE |
| HUDSON BAY FUND LTD | SCHEDULE C DISCLOSURE |
| MFS INTERNATIONAL DIVERSIFICATION F | SCHEDULE C DISCLOSURE |
| MSIF INTERNATIONAL ADVANTAGE FUND C | SCHEDULE C DISCLOSURE |
| RAYMOND JAMES & ASSOCIATES | SCHEDULE C DISCLOSURE |
| STONELAKE OPPORTUNITY VII | SCHEDULE C DISCLOSURE |
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.