Original filing (PDF)20251001121125NAL0014231488001

CAROMONT HEALTH, INC.

Name: CAROMONT HEALTH, INC. — PENSION PLAN FOR THE EMPLOYEES OF CAROMONT HEALTH, Form 5500 (2024)
Creator: CAROMONT HEALTH, INC.

Form 5500

FILING_RECEIVED

PENSION PLAN FOR THE EMPLOYEES OF CAROMONT HEALTH

Defined-benefit pension plan

Signals · 1

13% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$58.4M

Net assets (EOY)

$58.4M

How this plan invests

This plan

93 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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 (6th percentile).
Bottom-decile employer contributions per participant (2nd 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 CAROMONT HEALTH, INC..

Plan sponsor

Name

CAROMONT HEALTH, INC.

EIN

58-1636959

Address

P.O. BOX 1747 · GASTONIA, NC · 280531747

Phone

(704) 834-2000

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

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCGRIFF, A MARSH & MCLENNAN COMPANY	26-3237576	—	NONE	$229K	—
INSIGHT NORTH AMERICA	82-0983489	—	NONE	$150K	—
TRUIST	56-0939887	—	NONE	$50K	—

Investments

93 direct securities· $55.0M(94% of reported assets)

U.S. Treasuries

$37.2M

16 holdings

Other securities

$9.8M

44 holdings

Common Stock

$7.2M

32 holdings

Cash / Money Market

$754K

1 holding

					% of plan
U.S. Government Obligations U.S. TREASURY NOTE 5,899,700 @ 0.04625 - 4/30/29	U.S. Treasuries	—	$6.0M	$6.0M	10.2%
U.S. TREASURY NOTE 4,500,000 @ 0.02375 - 4/30/26	U.S. Treasuries	—	$4.3M	$4.4M	7.5%
U.S. TREASURY NOTE 4,130,000 @ 0.04375 - 12/15/26	U.S. Treasuries	—	$4.2M	$4.1M	7.1%
U.S. TREASURY NOTE 4,150,000 @ 0.01625 - 2/15/26	U.S. Treasuries	—	$4.0M	$4.0M	6.9%
U.S. TREASURY NOTE 3,690,100 @ 0.045 - 4/15/27	U.S. Treasuries	—	$3.7M	$3.7M	6.3%
U.S. TREASURY NOTE 2,770,000 @ 0.0075 - 8/31/26	U.S. Treasuries	—	$2.5M	$2.6M	4.5%
U.S. TREASURY NOTE 2,720,000 @ 0.015 - 1/31/27	U.S. Treasuries	—	$2.5M	$2.6M	4.4%
U.S. TREASURY NOTE 1,795,000 @ 0.04875 - 4/30/26	U.S. Treasuries	—	$1.8M	$1.8M	3.1%
U.S. TREASURY NOTE 1,800,000 @ 0.01875 - 2/28/27	U.S. Treasuries	—	$1.7M	$1.7M	2.9%
U.S. TREASURY NOTE 1,410,000 @ 0.0375 - 8/15/27	U.S. Treasuries	—	$1.4M	$1.4M	2.4%
U.S. TREASURY NOTE 1,270,000 @ 0.0225 - 11/15/27	U.S. Treasuries	—	$1.2M	$1.2M	2.1%
STARWOOD REAL EST INC TRUST Limited partnership	Common Stock	—	$1.3M	$1.1M	1.8%
U.S. TREASURY NOTE 900,000 @ 0.04625 - 9/15/26	U.S. Treasuries	—	$912K	$905K	1.5%
U.S. TREASURY NOTE 950,000 @ 0.01125 - 10/31/26	U.S. Treasuries	—	$858K	$898K	1.5%
U.S. TREASURY NOTE 867,500 @ 0.0225 - 11/15/25	U.S. Treasuries	—	$828K	$853K	1.5%
Money Market Funds FED HERMES TREASURY OBLIG MMKT #68 Money Market	Cash / Money Market	—	$754K	$754K	1.3%
U.S. TREASURY NOTE 580,000 @ 0.01875 - 6/30/26	U.S. Treasuries	—	$550K	$560K	1.0%
Corporate Obligations BANK OF AMERICA V-Q 575,000 @ 0.01658 - 3/11/27	Other securities	—	$521K	$554K	0.9%
GOLDMAN SACHS GP V-D 550,000 @ 0.01431 - 3/09/27	Other securities	—	$495K	$528K	0.9%
JPMORGAN CHASE V-D 519,000 @ 0.04851 - 7/25/28	Other securities	—	$527K	$519K	0.9%
U.S. TREASURY NOTE 500,000 @ 0.04375 - 8/15/26	U.S. Treasuries	—	$493K	$501K	0.9%
TORONTO DOM BK CONV 500,000 @ 0.04568 - 12/17/26	Common Stock	—	$500K	$499K	0.9%
HEWLETT PACKARD ENTE 500,000 @ 0.044 - 9/25/27	Other securities	—	$500K	$495K	0.8%
STATE STR CORP 433,000 @ 0.0433 - 10/22/27	Common Stock	—	$433K	$430K	0.7%
PFIZER INVT ENTERPRI 425,000 @ 0.0445 - 5/19/26	Other securities	—	$420K	$424K	0.7%
MID-AMER APARTMENTS 450,000 @ 0.011 - 9/15/26	Other securities	—	$399K	$424K	0.7%
NBN CO LTD MTN 432,000 @ 0.04 - 10/01/27	Common Stock	—	$431K	$424K	0.7%
MORGAN STANLEY V-D 400,000 @ 0.06138 - 10/16/26	Other securities	—	$404K	$404K	0.7%
WELLS FARGO MTN V-Q 400,000 @ 0.03196 - 6/17/27	Other securities	—	$374K	$391K	0.7%
JPMORGAN CHASE V-Q 350,000 @ 0.02083 - 4/22/26	Other securities	—	$331K	$347K	0.6%
INTEL CORP 350,000 @ 0.0375 - 3/25/27	Common Stock	—	$332K	$341K	0.6%
DAIMLER FINANCE 350,000 @ 0.0145 - 3/02/26	Other securities	—	$319K	$337K	0.6%
MPLX LP 325,000 @ 0.0175 - 3/01/26	Other securities	—	$297K	$314K	0.5%
HOME DEPOT INC 300,000 @ 0.04875 - 6/25/27	Common Stock	—	$299K	$303K	0.5%
BLACKROCK FUNDING 300,000 @ 0.046 - 7/26/27	Other securities	—	$300K	$301K	0.5%
IBM INTL CAP PTE LTD 300,000 @ 0.047 - 2/05/26	Common Stock	—	$300K	$300K	0.5%
MARSH & MCLENNAN COS 275,000 @ 0.0455 - 11/08/27	Other securities	—	$275K	$275K	0.5%
ONEOK INC 265,000 @ 0.0555 - 11/01/26	Common Stock	—	$265K	$268K	0.5%
CITIGROUP INC V-Q 275,000 @ 0.01462 - 6/09/27	Common Stock	—	$244K	$262K	0.4%
DELL INTL LLC / EMC 250,000 @ 0.0602 - 6/15/26	Other securities	—	$253K	$254K	0.4%
ENTERPRISE PRODUCTS 250,000 @ 0.0375 - 2/15/25	Other securities	—	$244K	$250K	0.4%
PNC BANK NA 250,000 @ 0.042 - 11/01/25	Other securities	—	$240K	$249K	0.4%
PHILIP MORRIS INTL 250,000 @ 0.04375 - 11/01/27	Other securities	—	$248K	$248K	0.4%
BOEING CO 239,000 @ 0.06259 - 5/01/27	Common Stock	—	$239K	$245K	0.4%
GENERAL MOTORS FINL 235,000 @ 0.0605 - 10/10/25	Other securities	—	$237K	$237K	0.4%
BOEING CO 225,000 @ 0.02196 - 2/04/26	Common Stock	—	$207K	$218K	0.4%
PACIFIC GAS & ELEC 215,000 @ 0.0345 - 7/01/25	Other securities	—	$204K	$213K	0.4%
BAYER US FINANCE LLC 200,000 @ 0.06125 - 11/21/26	Other securities	—	$200K	$204K	0.3%
NUTRIEN LTD 200,000 @ 0.052 - 6/21/27	Common Stock	—	$200K	$202K	0.3%
AUTOZONE INC 200,000 @ 0.0505 - 7/15/26	Common Stock	—	$199K	$201K	0.3%