Original filing (PDF)20250811133047NAL0020879666001

WELLSTAR HEALTH SYSTEM, INC.

Name: WELLSTAR HEALTH SYSTEM, INC. — WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B, Form 5500 (2024)
Creator: WELLSTAR HEALTH SYSTEM, INC.

Form 5500

FILING_RECEIVED

WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B

Defined-benefit pension plan

Signals · 3

Late filing · 26.9 moNo recordkeeper disclosed11 service providers

Active participants

10,259

Accounts w/ balance

—

Plan assets (EOY)

$619.9M

Net assets (EOY)

$619.9M

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)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

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

005

Plan year

2024

Plan year begin

2021-07-01

Tax period

2022-06-30

Filed

2025-08-11

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)

11 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMERICA	—	DALLAS, TX	TRUSTEE	$51K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON	22-2232264	—	NONE	$670K	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$272K	—
EAGLE CAPITAL	22-3361201	—	NONE	$248K	—

Investments

1 pooled fund· $619.9M(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.