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Original filing (PDF)20250415142209NAL0003430065004
JOHNS HOPKINS HEALTH SYSTEM CORPORATION
Form 5500
FILING_RECEIVED
JOHNS HOPKINS HEALTH SYSTEM CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
6,555
Accounts w/ balance
—
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
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 (directional)
83
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 395% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (8 disclosed providers, 5 categories).
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 JOHNS HOPKINS HEALTH SYSTEM CORPORATION.
Plan sponsor
Name
JOHNS HOPKINS HEALTH SYSTEM CORPORATION
EIN
52-1465301
Address
1812 ASHLAND AVE, SUITE 400-A · BALTIMORE, MD · 212051546
Phone
(443) 997-3759
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | 52-1540171 | — | CONSULTANT | $4.1M | — |
| ALL PLANS CONSULTING PLAN | 36-4109480 | — | INVESTMENT MANAGER | $54K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & COMPANY, LLC | 20-2153727 | — | AUDITOR | $33K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCES CONSULTING | 13-2834414 | — | ACTUARY | $407K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLARD SPAHR | 20-0382195 | — | LEGAL COUNSEL | $55K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | SERVICE PROVIDER | $379K | — |
| JOHNS HOPKINS HEALTH SYSTEM | 52-1465301 | — | CONTROL GROUP | $364K | — |
| USI CONSULTING GROUP | — | — | SERVICE PROVIDER | $35K | — |
Investments
1 pooled fund· $2.1B(98% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JOHNS HOPKINS HEALTH SYSTEM MT JOHNS HOPKINS HEALTH SYSTEM CORPORATION · EIN 52-1465301 / PN 002 | Master Trust | $2.1B | 98.2% |