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Original filing (PDF)20251013231216NAL0000979107001
MEDSTAR HEALTH, INC.
Form 5500
FILING_RECEIVED
MEDSTAR HEALTH, INC. PENSION EQUITY PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,622
Accounts w/ balance
—
Plan assets (EOY)
$601.3M
Net assets (EOY)
$601.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
55
Participation health
100
Knocking points off
- Top holding "[DFE: MEDSTAR HEALTH, INC. AND AFFILIATES MASTER RETIREMENT TRUST (extraction pending)]" is 100% of plan.
- 14 bps in Schedule C fees — 129% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDSTAR HEALTH, INC..
Plan sponsor
Name
MEDSTAR HEALTH, INC.
EIN
52-2087445
Address
10980 GRANTCHESTER WAY · COLUMBIA, MD · 21044
Phone
(410) 772-6500
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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INST. OPERATIONS CO. | 04-3275867 | — | NONE | $516K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $312K | — |
Investments
2 pooled funds· $598.4M(100% 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.
Master Trust
$595.7M
1 holding
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MEDSTAR HEALTH MASTER TRUST MEDSTAR HEALTH, INC. · EIN 52-2087445 / PN 099 | Master Trust | — | — | $595.7M | 99.1% | |
| NT COL GOVT SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $2.6M | 0.4% |