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Original filing (PDF)20251014151507NAL0003135745001

UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER

Form 5500
FILING_RECEIVED
UPSON REGIONAL MEDICAL CENTER GROUP HEALTHCARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
471
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER.
Plan sponsor
Name
UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER
EIN
58-1734026
Address
801 WEST GORDON STREET · THOMASTON, GA · 302860027
Phone
(706) 647-8111
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
HEALTHEZ85-1296607NONE$335K
DIGITAL INSURANCE, INC.58-2522668NONE$121K
AETNA06-6033492NONE$75K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.