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Original filing (PDF)20251013231441NAL0004270066001
MEDSTAR HEALTH, INC.
Form 5500
FILING_RECEIVED
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
35,033
Accounts w/ balance
30,703
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.5B
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $1.3M | — |
Investments
27 direct securities· $3.4B(97% of reported assets)
Uncategorized
$3.2B
26 holdings
Guaranteed Income / GIC
$124.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $513.1M | 14.9% | |
| Fidelity Freedom(R) 2040 K Mutual Fund | — | — | — | $287.6M | 8.3% | |
| Fidelity Freedom(R) 2035 K Mutual Fund | — | — | — | $284.6M | 8.2% | |
| Fidelity Freedom(R) 2030 K Mutual Fund | — | — | — | $264.7M | 7.7% | |
| Fidelity Freedom(R) 2045 K Mutual Fund | — | — | — | $251.6M | 7.3% | |
| Fidelity Freedom(R) 2050 K Mutual Fund | — | — | — | $235.0M | 6.8% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $215.6M | 6.2% | |
| Fidelity Freedom(R) 2025 K Mutual Fund | — | — | — | $203.4M | 5.9% | |
| Fidelity Freedom(R) 2055 K Mutual Fund | — | — | — | $143.9M | 4.2% | |
| Fidelity Freedom(R) 2020 K Mutual Fund | — | — | — | $141.4M | 4.1% | |
| Guaranteed Long-Term Accounts | Guaranteed Income / GIC | — | — | $124.3M | 3.6% | |
| Dodge & Cox Fund Mutual Fund | — | — | — | $81.6M | 2.4% | |
| Fidelity Diversified International Fund K6 Mutual Fund | — | — | — | $75.5M | 2.2% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $74.3M | 2.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $73.1M | 2.1% | |
| Baird Core Plus Inst Mutual Fund | — | — | — | $66.0M | 1.9% | |
| Self Directed Brokerage Mutual funds and cash | — | — | — | $62.8M | 1.8% | |
| Fidelity Freedom(R) 2060 K Mutual Fund | — | — | — | $55.7M | 1.6% | |
| SBH Small Cap Value Institutional Mutual Fund | — | — | — | $37.8M | 1.1% | |
| MedStar GIBC | — | — | — | $37.6M | 1.1% | |
| Fidelity Freedom(R) 2015 K Mutual Fund | — | — | — | $29.6M | 0.9% | |
| Ishares U.S. Aggregate Bond Index K Mutual Fund | — | — | — | $25.2M | 0.7% | |
| Fidelity Freedom(R) 2010 K Mutual Fund | — | — | — | $25.2M | 0.7% | |
| Fidelity Freedom(R) Income K Mutual Fund | — | — | — | $18.4M | 0.5% | |
| Fidelity Total International IDX Mutual Fund | — | — | — | $16.3M | 0.5% | |
| Hartford Schroders Emerging Mkts Eq Sdr Mutual Fund | — | — | — | $14.4M | 0.4% | |
| Guaranteed Income Fund | — | — | — | $2.0M | <0.1% |