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Original filing (PDF)20250707095254NAL0003094433001
WELLSTAR HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN A
Defined-benefit pension plan
Signals · 3
Late filing · 1.7 moNo recordkeeper disclosed12 service providers
Active participants
11,455
Accounts w/ balance
—
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
80
/ 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
93
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
- 15 bps in Schedule C fees — 190% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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 WELLSTAR HEALTH SYSTEM, INC..
Plan sponsor
Name
WELLSTAR HEALTH SYSTEM, INC.
EIN
58-1649541
Address
793 SAWYER ROAD · MARIETTA, GA · 30062
Phone
(470) 644-0370
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-07-07
Pension benefit codes
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA | — | DALLAS, TX | TRUSTEE | $0 | — |
Other
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL | 22-3361201 | — | NONE | $364K | — |
| AON | 22-2232264 | — | NONE | $353K | — |
| LONDON COMPANY | 56-1557450 | — | NONE | $312K | — |
| WESTFIELD | 80-0175963 | — | NONE | $206K | — |
| FIERA CAPITAL (APEX) | — | NEW YORK, NY | NONE | $203K | — |
| NATIXIS-LOOMIS | 04-3274056 | — | NONE | $180K | — |
| FCI CAPITAL | 43-1703335 | — | NONE | $142K | — |
| UBS | 13-2638166 | — | NONE | $105K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $85K | — |
| RICHMOND CAPITAL | 54-1288566 | — | NONE | $85K | — |
| MILLIMAN | 91-0675641 | — | NONE | $12K | — |
Investments
1 pooled fund· $1.4B(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WELLSTAR HEALTH SYSTM, INC. MSTR TR WELLSTAR HEALTH SYSTEM, INC. · EIN 58-1649541 / PN 004 | Master Trust | $1.4B | 100.0% |