Original filing (PDF)20251013231341NAL0000973763001

MEDSTAR HEALTH, INC.

Name: MEDSTAR HEALTH, INC. — MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN, Form 5500 (2024)
Creator: MEDSTAR HEALTH, INC.

Form 5500

FILING_RECEIVED

MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

15% employer stock

Active participants

1,582

Accounts w/ balance

—

Plan assets (EOY)

$699.0M

Net assets (EOY)

$699.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

668 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

002

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 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INST. OPERATIONS CO.	04-3275867	—	NONE	$368K	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$315K	—

Investments

668 direct securities · 2 pooled funds· $1.3B(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

$674.6M

1 holding

Other securities

$196.2M

27 holdings

Bonds / Notes

$139.1M

375 holdings

Common Collective Trusts

$115.7M

2 holdings

Common Stock

$102.9M

178 holdings

U.S. Treasuries

$83.3M

19 holdings

Structured Credit (CLO/ABS)

$7.3M

39 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Northern Trust$115.7M Dodge & Cox$9.6M JPMorgan$2.0M Goldman Sachs$1.8M Morgan Stanley$1.4M Wells Fargo / Allspring$1.2M Prudential / PGIM$817K MetLife$742K Fidelity$275K

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1 holding

					% of plan
MEDSTAR HEALTH MASTER TRUST MEDSTAR HEALTH, INC. · EIN 52-2087445 / PN 099	Master Trust	—	—	$674.6M	96.5%
MFB NT COLLECTIVE S&P500 INDEX FUND-NON LENDING	Common Collective Trusts	—	—	$105.9M	15.1%
CF WEATHERLOW OFFSHORE FUND II LTD CLASSIA CUSIP: 58999BJI8	Common Stock	—	—	$54.3M	7.8%
CF AKSIA MEDSTAR HLTH MASTER RETIREMENT TR INVESTMENT 1 CUSIP: 3R999UJ13	Other securities	—	—	$37.3M	5.3%
CF GIPMS GROSVENOR INSTITUTIONAL PARTNERS L P CUSIP: 3R999UJ54	Other securities	—	—	$32.4M	4.6%
CF THE MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I MIIT CUSIP: 55999AMM3	Other securities	—	—	$26.1M	3.7%
CF ARROWSTREET INTERNATIONAL EQUITY-EAFECIT CLASS E FUND CUSIP: 57999YVT2	Other securities	—	—	$25.2M	3.6%
Pending trade sales: United States dollar	Other securities	—	—	$24.8M	3.6%
CF CITY OF LONDON EMERGING MARKETS INVESTABLE FUND CUSIP: 44999CJJ4	Other securities	—	—	$13.4M	1.9%
CF SCHRODER EMERGING MARKETS FUND 3174 3091935900 CUSIP: 28999JNN8	Other securities	—	—	$13.2M	1.9%
UNITED STATES OF AMER TREAS STRIP 0% 02-15-2054 CUSIP: 912803GY3	U.S. Treasuries	—	—	$10.6M	1.5%
NT COLLECTIVE GOVT SHORT TERM INVT FD CUSIP: 66586U445	Common Collective Trusts	—	—	$9.8M	1.4%
MFO DODGE & COX INTL STK FD CUSIP: 256206103	Other securities	—	—	$9.6M	1.4%
UTD STATES TREAS BD STRIPPED PRIN DTD 08/15/2024 0% 08-15-2054 CUSIP: 912803HD8	Bonds / Notes	—	—	$8.3M	1.2%
UNITED STATES TREAS BD STRIPPED 08-15-2052 CUSIP: 912803GK3	U.S. Treasuries	—	—	$8.0M	1.1%
UTD STATES TREAS ZERO CPN 0% DUE 05-15-2054 CUSIP: 912803HB2	Bonds / Notes	—	—	$7.9M	1.1%
UNITED STATES OF AMER TREAS STRIP 0% 11-15-2053 CUSIP: 912803GW7	U.S. Treasuries	—	—	$7.8M	1.1%
UNITED STATES OF AMER TREAS STRIP 0% 08-15-2053 CUSIP: 912803GU1	U.S. Treasuries	—	—	$7.8M	1.1%
UNITED STATES TREAS SEC STRIP 0% 05-15-2054 CUSIP: 912834XP8	U.S. Treasuries	—	—	$7.7M	1.1%
UTD STATES TREAS BD STRIPPED PRIN DTD 05/16/2022 0% 05-15-2052 CUSIP: 912803GH0	Bonds / Notes	—	—	$7.3M	1.1%
UNITED STATES TREAS BD STRIPPED PRIN PMT0.0% 11-15-2052 CUSIP: 912803GM9	U.S. Treasuries	—	—	$7.3M	1.0%
UNITED STATES OF AMER TREAS STRIP 0%02-15-2053 CUSIP: 912803GP2	U.S. Treasuries	—	—	$7.2M	1.0%
UNITED STATES OF AMER TREAS STRIP TBOND 0.0% 05-15-2053 CUSIP: 912803GS6	U.S. Treasuries	—	—	$7.1M	1.0%
NT COL GOVT SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068	Common Collective Trust	—	—	$6.8M	1.0%
UTD STATES TREAS ZERO CPN 0% DUE 08-15-2053 CUSIP: 912834H84	Bonds / Notes	—	—	$6.2M	0.9%
UNITED STATES TREAS BD STRIPPED PRIN PMT15/02/2052 02-15-2052 (UNDDATE) BEO CUSIP: 912803GE7	U.S. Treasuries	—	—	$5.9M	0.8%
ABERDEEN VENTURE PARTNERS IX (OFFSHORE),L.P. CUSIP: 9932EH995	Other securities	—	—	$5.3M	0.8%
UNITED STATES OF AMER TREAS NOTES 4.25% 11-15-2034 SEDOL: BTKW387	U.S. Treasuries	—	—	$4.0M	0.6%
UNITED STATES OF AMER TREAS STRIP 0% DUE 11-15-2051 REG CUSIP: 912803GC1	U.S. Treasuries	—	—	$3.7M	0.5%
STEPSTONE VC GLOBAL PARTNERS VI LP CUSIP: 9932GU994	Other securities	—	—	$3.6M	0.5%
COMMONFUND CAPITAL US PRIVATE EQUITY PARTNERS IX, L.P. CUSIP: 9932GS999	Other securities	—	—	$2.6M	0.4%
NVIDIA CORP COM SEDOL: 2379504	Common Stock	—	—	$2.6M	0.4%
AT&T INC 3.55% DUE 09-15-2055 SEDOL: BNSLTY2	Bonds / Notes	—	—	$2.4M	0.3%
AMAZON COM INC COM SEDOL: 2000019	Common Stock	—	—	$2.1M	0.3%
US TREASURY N/B 3.875% 08-15-2034 CUSIP: 91282CLF6	U.S. Treasuries	—	—	$2.0M	0.3%
MICROSOFT CORP COM SEDOL: 2588173	Common Stock	—	—	$2.0M	0.3%
APPLE INC COM STK SEDOL: 2046251	Common Stock	—	—	$1.6M	0.2%
UNITED STATES TREAS BD STRIPPED PRIN PMT00109 11-15-2045 (UNDDATE) REG CUSIP: 912803EQ2	U.S. Treasuries	—	—	$1.6M	0.2%
META PLATFORMS INC COM USD0.000006 CL 'A' SEDOL: B7TL820	Common Stock	—	—	$1.5M	0.2%
ALPHABET INC CAPITAL STOCK USD0.001 CL A SEDOL: BYVY8G0	Common Stock	—	—	$1.4M	0.2%
BANK AMER CORP 3.311% DUE 04-22-2042 CUSIP: 06051GJW0	Bonds / Notes	—	—	$1.1M	0.2%
ARISTA NETWORKS INC COM NEW SEDOL: BL9XPM3	Common Stock	—	—	$1.0M	0.1%
JPMORGAN CHASE & CO 3.882% 07-24-2038 CUSIP: 46647PAJ5	Bonds / Notes	—	—	$1.0M	0.1%
JPMORGAN CHASE & CO 3.109% DUE 04-22-2051 SEDOL: BMF0547	Bonds / Notes	—	—	$1.0M	0.1%
UNITED STATES TREAS BD STRIPPED DUE 08-15-2045 CUSIP: 912803EP4	U.S. Treasuries	—	—	$995K	0.1%
HOME DEPOT INC SR NT 2.75% 09-15-2051 SEDOL: BP0TWX8	Bonds / Notes	—	—	$978K	0.1%
CVS HEALTH CORP 5.05% DUE 03-25-2048 SEDOL: BF4JKH4	Bonds / Notes	—	—	$951K	0.1%
UNITED STATES TREAS BDS 4.625% 05-15-2044 CUSIP: 912810UB2	U.S. Treasuries	—	—	$939K	0.1%
PVTPL BROADCOM INC 3.75% DUE 02-15-2051 SEDOL: BMCGST4	Structured Credit (CLO/ABS)	—	—	$896K	0.1%
ANHEUSER-BUSCH COS LLC CORP 4.9% 02-01-2046 CUSIP: 03522AAJ9	Bonds / Notes	—	—	$864K	0.1%

1–50 of 670

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