Original filing (PDF)20251007160941NAL0005031009001

OWENSBORO HEALTH, INC.

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

Form 5500

FILING_RECEIVED

OWENSBORO HEALTH RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

31% in single holdingNo recordkeeper disclosed

Active participants

959

Accounts w/ balance

—

Plan assets (EOY)

$123.0M

Net assets (EOY)

$123.0M

How this plan invests

This plan

11 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWENSBORO HEALTH, INC..

Plan sponsor

Name

OWENSBORO HEALTH, INC.

EIN

61-1286361

Address

1201 PLEASANT VALLEY ROAD · OWENSBORO, KY · 42303

Phone

(270) 688-2000

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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

EBELHAR WHITEHEAD, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

11 direct securities· $120.2M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Int Term Inv Grade Fund Ad	—	4,356,407	$39.7M	$37.3M	30.3%
Vanguard Ttl Stk Mkt Ind	—	159,519	$16.6M	$22.5M	18.3%
Vanguard Fixed Inc Lt Invt Grade Fd	—	1,990,157	$15.2M	$15.0M	12.2%
Vanguard Total Intl Stock Index	—	76,771	$9.4M	$9.7M	7.9%

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