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Original filing (PDF)20251002162252NAL0000704833001
CENTRA HEALTH, INC.
Form 5500
FILING_RECEIVED
CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN
403(b) retirement plan
Active participants
7,475
Accounts w/ balance
9,110
Plan assets (EOY)
$747.1M
Net assets (EOY)
$747.0M
How this plan invests
This plan
1 pooled trust
Schedule D
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRA HEALTH, INC..
Plan sponsor
Name
CENTRA HEALTH, INC.
EIN
54-0715569
Address
1920 ATHERHOLT ROAD · LYNCHBURG, VA · 24501
Phone
(434) 200-5555
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
2025-10-02
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $342K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | ADVISOR | $56K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV. ADVISORY | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $33K | — |
Investments
66 direct securities · 1 pooled fund· $748.8M(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.
Uncategorized
$747.1M
66 holdings
Pooled Separate Account
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Index | — | — | — | $94.9M | 12.7% | |
| TRP Large-Cap Grth I | — | — | — | $62.9M | 8.4% | |
| GB4C Lincoln Stable Value | — | — | — | $57.7M | 7.7% | |
| JPM Equity Income R6 | — | — | — | $43.5M | 5.8% | |
| Vanguard Vang Target Ret 2055 | — | — | — | $38.9M | 5.2% | |
| Vanguard Vang Target Ret 2045 | — | — | — | $35.0M | 4.7% | |
| Vanguard Vang Target Ret 2050 | — | — | — | $34.1M | 4.6% | |
| AF Europac Growth R6 | — | — | — | $33.8M | 4.5% | |
| PGIM Total Rtn Bd R6 | — | — | — | $33.8M | 4.5% | |
| Vanguard Vang Midcap Idx Inst | — | — | — | $32.2M | 4.3% | |
| Vanguard Vang Target Ret 2030 | — | — | — | $29.7M | 4.0% | |
| Vanguard Vang Target Ret 2035 | — | — | — | $29.0M | 3.9% | |
| Vanguard Vang Tot Bd Mkt Inst | — | — | — | $26.7M | 3.6% | |
| Vanguard Vang Target Ret 2040 | — | — | — | $26.4M | 3.5% | |
| Vanguard Vang Target Ret 2025 | — | — | — | $22.9M | 3.1% | |
| Vanguard Vang Tot Intl Stk Is | — | — | — | $22.1M | 3.0% | |
| MGL Smcp Val R6 | — | — | — | $18.1M | 2.4% | |
| Vanguard Vang Sm Cap Idx Inst | — | — | — | $16.6M | 2.2% | |
| Vanguard Vang Target Ret 2060 | — | — | — | $11.3M | 1.5% | |
| PIF Smcp Grth I R6 | — | — | — | $11.1M | 1.5% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $9.3M | 1.2% | |
| MFS Mid Cap Value R6 | — | — | — | $8.1M | 1.1% | |
| Vanguard Vang Vmmr-Fed Mmkt | — | — | — | $7.5M | 1.0% | |
| Vanguard Vang Bal Index Inst | — | — | — | $7.3M | 1.0% | |
| BLNK Brokeragelink | — | — | — | $6.7M | 0.9% | |
| BLKRK Md Cp Gr Eq K | — | — | — | $6.2M | 0.8% | |
| Vanguard Vang Target Ret 2020 | — | — | — | $5.5M | 0.7% | |
| Vanguard Vang Target Ret 2065 | — | — | — | $5.3M | 0.7% | |
| Vanguard Vang Target Ret Inc | — | — | — | $4.8M | 0.6% | |
| AXA Equitable Guaranteed Interest Option | — | — | — | $3.6M | 0.5% | |
| AXA EQUITABLE SEPARATE ACCOUNTS AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $1.7M | 0.2% | |
| Vanguard Vang Target Ret 2070 | — | — | — | $500K | <0.1% | |
| AXA Equitable Axa Moderate-Plus Allocation | — | — | — | $193K | <0.1% | |
| AXA Equitable Eq/Com Stck Index | — | — | — | $146K | <0.1% | |
| AXA Equitable Axa Moderate Allocation | — | — | — | $134K | <0.1% | |
| AXA Equitable Axa Lg Cap Grw Managed Vol | — | — | — | $120K | <0.1% | |
| AXA Equitable Axa Lg Cap Val Managed Vol | — | — | — | $105K | <0.1% | |
| AXA Equitable Eq/Mid Cap Index | — | — | — | $102K | <0.1% | |
| AXA Equitable Eq/Gamco Small Company Value | — | — | — | $95K | <0.1% | |
| AXA Equitable Eq/Blackrock Basic Value Eqty | — | — | — | $86K | <0.1% | |
| AXA Equitable Axa Glb Eqty Managed Vol | — | — | — | $77K | <0.1% | |
| AXA Equitable Axa 500 Managed Vol | — | — | — | $55K | <0.1% | |
| AXA Equitable Eq/Fidelity Instnl Am Lrg Cap | — | — | — | $55K | <0.1% | |
| AXA Equitable Eq/Large Cap Growth Index | — | — | — | $49K | <0.1% | |
| AXA Equitable Eq/Equity 500 Index | — | — | — | $47K | <0.1% | |
| AXA Equitable Axa Int Val Managed Vol | — | — | — | $45K | <0.1% | |
| AXA Equitable Target 2025 Allocation | — | — | — | $42K | <0.1% | |
| AXA Equitable Eq/JPMorgan Growth Stock | — | — | — | $41K | <0.1% | |
| AXA Equitable Axa Conserv-Plus Allocation | — | — | — | $41K | <0.1% | |
| AXA Equitable Axa/Horizon Small Cap Value | — | — | — | $33K | <0.1% | |
| AXA Equitable Eq/Boston Advisors Eqty Income | — | — | — | $29K | <0.1% | |
| AXA Equitable Target 2035 Allocation | — | — | — | $28K | <0.1% | |
| AXA Equitable Eq/International Equity Index | — | — | — | $26K | <0.1% | |
| AXA Equitable Multimanager Aggressive Equity | — | — | — | $23K | <0.1% | |
| AXA Equitable Axa/Ab Small Cap Growth | — | — | — | $14K | <0.1% | |
| AXA Equitable Multimanager Technology | — | — | — | $14K | <0.1% | |
| AXA Equitable Eq/Janus Enterprise | — | — | — | $12K | <0.1% | |
| AXA Equitable Axa Mid Cap Val Managed Vol | — | — | — | $11K | <0.1% | |
| AXA Equitable Axa Lg Cap Core Managed Vol | — | — | — | $10K | <0.1% | |
| AXA Equitable Multimanager Core Bond | — | — | — | $9K | <0.1% | |
| AXA Equitable Eq/Pimco Ultra Short Bond | — | — | — | $8K | <0.1% | |
| AXA Equitable Axa Conserv Allocation | — | — | — | $7K | <0.1% | |
| AXA Equitable Eq/Mfs Technology | — | — | — | $7K | <0.1% | |
| AXA Equitable Eq/Small Company Index | — | — | — | $5K | <0.1% | |
| AXA Equitable Eq/Mfs Inter National Growth | — | — | — | $4K | <0.1% | |
| AXA Equitable Axa Aggressive Allocation | — | — | — | $2K | <0.1% | |
| AXA Equitable Eq/Mes Mid Cap Foc Used Growth | — | — | — | $2K | <0.1% |