Original filing (PDF)20260316141600NAL0001127395001

WESTBROOK HEALTH SERVICES, INC

Name: WESTBROOK HEALTH SERVICES, INC — 403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC., Form 5500 (2024)
Creator: WESTBROOK HEALTH SERVICES, INC

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC.

401(k) retirement plan

Signals · 2

52% employer stockNo recordkeeper disclosed

Active participants

409

Accounts w/ balance

519

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

1 pooled trust

Schedule D

77 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTBROOK HEALTH SERVICES, INC.

Plan sponsor

Name

WESTBROOK HEALTH SERVICES, INC

EIN

55-0484662

Address

404 MARKET STREET · PARKERSBURG, WV · 261013803

Phone

(304) 485-1721

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-16

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$5K	—

Investments

77 direct securities · 1 pooled fund· $23.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stock

$8.6M

35 holdings

Other securities

$7.8M

38 holdings

Pooled Separate Account

$7.1M

1 holding

Participant loans

$125K

1 holding

Pooled Separate Accounts

$76K

1 holding

Cash / Money Market

$40K

2 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$7.1M	89.5%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$1.3M	16.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$1.2M	15.7%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$1.1M	13.5%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$1.0M	13.1%
Mutual of America Interest Accumulation Account	Other securities	—	—	$828K	10.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$794K	10.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$677K	8.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$631K	8.0%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$617K	7.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$579K	7.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$576K	7.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$564K	7.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$546K	6.9%
Mutual of America Equity Index Fund	Other securities	—	—	$492K	6.2%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$410K	5.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$409K	5.2%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$402K	5.1%
Mutual of America 2020 Retirement Fund ** 754 * Mutual of America 2025 Retirement Fund	Other securities	—	—	$400K	5.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$364K	4.6%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$334K	4.2%
. GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$280K	3.5%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$223K	2.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$211K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$186K	2.4%
Mutual of America Fidelity® VIP Contrafund® Portfolio	Other securities	—	—	$166K	2.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$163K	2.1%
Mutual of America 2065 Retirement Fund	Other securities	—	—	$141K	1.8%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$125K	1.6%
Mutual of America Vanguard VIF Diversified Value Portfolio	Other securities	—	—	$125K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$114K	1.4%
Mutual of America Vanguard VIF International Portfolio	Other securities	—	—	$105K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stock	—	—	$104K	1.3%
Mutual of America Retirement Income Fund	Other securities	—	—	$97K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$90K	1.1%
Mutual of America Mid Cap Equity Index Fund	Other securities	—	—	$84K	1.1%
Mutual of America Vanguard VIF Total Bond Market Index Protfolio	Other securities	—	—	$78K	1.0%
s * Mutual of America Moderate Allocation Fund	Pooled Separate Accounts	—	—	$76K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$64K	0.8%
Mutual of America Small Cap Value Fund	Other securities	—	—	$64K	0.8%
Mutual of America Balanced Fund ** 80 * Mutual of America Conservative Allocation Fund	Other securities	—	—	$60K	0.8%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$60K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$60K	0.8%
Mutual of America Fidelity® VIP Mid Cap Portfolio	Other securities	—	—	$57K	0.7%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$54K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$45K	0.6%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$44K	0.6%
Mutual of America Invesco V.I. Mainstreet Fund	Other securities	—	—	$41K	0.5%
Mutual of America American Century Investments® VP Capital Appreciation Fund	Other securities	—	—	$39K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stock	—	—	$34K	0.4%