Original filing (PDF)20251015093542NAL0008554658001

MONONGALIA HEALTH SYSTEM, INC.

Name: MONONGALIA HEALTH SYSTEM, INC. — MONONGALIA HEALTH SYSTEM, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: MONONGALIA HEALTH SYSTEM, INC.

Form 5500

FILING_RECEIVED

MONONGALIA HEALTH SYSTEM, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

187

Accounts w/ balance

—

Plan assets (EOY)

$167.3M

Net assets (EOY)

$167.3M

How this plan invests

This plan

243 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 (8th 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 MONONGALIA HEALTH SYSTEM, INC..

Plan sponsor

Name

MONONGALIA HEALTH SYSTEM, INC.

EIN

55-0621551

Address

1200 J. D. ANDERSON DRIVE · MORGANTOWN, WV · 26505

Phone

(304) 598-1204

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK	25-1197336	—	NONE	$150K	—
MERCER (US) INC.	13-2834414	—	NONE	$72K	—

Investments

243 direct securities· $998.3M(100% of reported assets)

Other securities

$998.3M

242 holdings

Common Stock

$61K

1 holding

					% of plan
. Avg..	Other securities	—	—	$185.1M	110.6%
PNC Bank See attachment	Other securities	—	$185.1M	$165.5M	98.9%
	Other securities	—	—	$165.5M	98.9%
. Avg..	Other securities	—	—	$159.5M	95.3%
. HEALTH . at. . at. . Avg.. .	Other securities	—	—	$124.2M	74.2%
. HEALTH . at. .	Other securities	—	—	$21.4M	12.8%
. HEALTH . at. . at. . $35,280,848.72 .	Other securities	—	—	$14.0M	8.3%
Total. original. . Total.	Other securities	—	—	$8.5M	5.1%
. number1, . value. PNC. Total.	Other securities	—	—	$7.4M	4.4%
Current. 2024 . CONS . 31, . STATEMENT	Other securities	—	—	$6.4M	3.8%
annual. .	Other securities	—	—	$6.3M	3.8%
marketprice . marketprice .	Other securities	—	—	$6.2M	3.7%
annual. .	Other securities	—	—	$5.5M	3.3%
. value. PNC.	Other securities	—	—	$5.2M	3.1%
. annual. . annual. .	Other securities	—	—	$4.4M	2.7%
. HEALTH . at. .	Other securities	—	—	$4.2M	2.5%
marketprice .	Other securities	—	—	$3.5M	2.1%
. number1, . value. PNC. 1,378,689.00 . 1,140,045.00 value. PNC.	Other securities	—	—	$3.4M	2.1%
. value. PNC. 1,976,110.00 .	Other securities	—	$2.0M	$2.7M	1.6%
. value. PNC. .	Other securities	—	—	$2.6M	1.5%
. last.	Other securities	—	$8.3M	$2.5M	1.5%
Total. original. Total.	Other securities	—	—	$2.2M	1.3%
. value. PNC. 1,430,820.00 .	Other securities	—	—	$2.2M	1.3%
. value. PNC.	Other securities	—	$1.8M	$1.8M	1.1%
. value. PNC. .	Other securities	—	—	$1.8M	1.1%
. value. PNC. 1,011,799.50 .	Other securities	—	$1.0M	$1.6M	1.0%
. #$"! . . income. 128 Accrued. . ! . of .	Other securities	—	—	$1.6M	0.9%
. value. PNC. 1,341,554.40 .	Other securities	—	$1.3M	$1.5M	0.9%
. value. PNC. .	Other securities	—	—	$1.5M	0.9%
. value. PNC. 1,041,550.00 .	Other securities	—	$1.0M	$1.5M	0.9%
. value. PNC. .	Other securities	—	—	$1.4M	0.8%
. value. PNC. 2,591,319.49. 1,494,443.58. .	Other securities	—	—	$1.4M	0.8%
Total. original. $2,023,636.66. . Total.	Other securities	—	—	$1.3M	0.8%
. value. PNC. 2,548,736.16 .	Other securities	—	—	$1.3M	0.8%
. value. PNC. .	Other securities	—	—	$1.3M	0.8%
. value. PNC. .	Other securities	—	—	$1.3M	0.8%
. value. PNC. 1,074,817.25 .	Other securities	—	—	$1.3M	0.8%
. value. PNC. 1,092,831.90 .	Other securities	—	$1.1M	$1.3M	0.7%
. value. PNC.	Other securities	—	$1.0M	$1.2M	0.7%
of .	Other securities	—	—	$1.2M	0.7%
. value. PNC.	Other securities	—	$1.2M	$1.2M	0.7%
last. . last. .	Other securities	—	—	$1.2M	0.7%
. number1, . value. PNC.	Other securities	—	—	$1.2M	0.7%
marketprice . marketprice . $2,023,636.66. .	Other securities	—	—	$1.1M	0.7%
. value. PNC. .	Other securities	—	—	$1.1M	0.7%
. value. PNC. 1,370,905.80 .	Other securities	—	—	$1.1M	0.7%
. value. PNC. .	Other securities	—	—	$1.1M	0.7%
. value. PNC.	Other securities	—	$1.7M	$1.1M	0.6%
. value.	Other securities	—	—	$1.0M	0.6%
. value. PNC. .	Other securities	—	—	$1.0M	0.6%

1–50 of 243

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