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Original filing (PDF)20250714091931NAL0000849537001
CARILION CLINIC
Form 5500
FILING_RECEIVED
RETIREMENT PLAN OF CARILION CLINIC
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed24 service providers
Active participants
10,559
Accounts w/ balance
—
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 336% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
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 CARILION CLINIC.
Plan sponsor
Name
CARILION CLINIC
EIN
54-1190771
Address
PO BOX 12385 · ROANOKE, VA · 24025
Phone
(540) 510-4730
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
24 rowsOther
24| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS | — | NEW YORK, NY | NONE | $864K | — |
| PIMCO | — | NEWPORT BEACH, CA | NONE | $730K | — |
| NORTHERN TRUST | 36-2723087 | — | NONE | $470K | — |
| DONALD SMITH & CO | — | NEW YORK, NY | NONE | $267K | — |
| ONYXPOINT | — | NEW YORK, NY | NONE | $246K | — |
| MERCER | 13-2834414 | — | NONE | $154K | — |
| PARAMETRIC | — | SEATTLE, WA | NONE | $111K | — |
| LORD ABBETT | — | JERSEY CITY, NJ | NONE | $81K | — |
| UBS | — | NEW YORK, NY | NONE | $39K | — |
| TROUTMAN PEPPER HAMILTON | — | ATLANTA, GA | NONE | $32K | — |
| BROWN EDWARDS | — | ROANOKE, VA | NONE | $25K | — |
| PITCHBOOK | — | SEATTLE, WA | NONE | $25K | — |
| CASTLE HALL DILIGENCE | — | — | NONE | $25K | — |
| TWO SIGMA INVESTOR SOLUTIONS, LP | — | NEW YORK, NY | NONE | $16K | — |
| STRATEGAS SECURITIES, LLC. | — | NEW YORK, NY | NONE | $14K | — |
| AUTOMATED MAIL | — | TULSA, OK | NONE | $11K | — |
| ANTARA CAPITAL | — | NEW YORK, NY | NONE | $11K | — |
| INVESTMENT METRICS | — | NORWALK, CT | NONE | $10K | — |
| BCA RESEARCH | — | — | NONE | $10K | — |
| REFINITIV US LLC | — | NEW YORK, NY | NONE | $8K | — |
| PATTERSON POPE | — | CHARLOTTE, NC | NONE | $8K | — |
| OXFORD ECONOMICS | — | — | NONE | $7K | — |
| HSBC | — | — | NONE | $7K | — |
| NED DAVIS RESEARCH | — | VENICE, FL | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.