Original filing (PDF)20251015142748NAL0002567379001

PASADENA HOSPITAL ASSOCIATION, LTD

Name: PASADENA HOSPITAL ASSOCIATION, LTD — HUNTINGTON MEMORIAL HOSPITAL RETIREMENT PLAN, Form 5500 (2024)
Creator: PASADENA HOSPITAL ASSOCIATION, LTD

Form 5500

FILING_RECEIVED

HUNTINGTON MEMORIAL HOSPITAL RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

28% in single holding7 service providers

Active participants

1,026

Accounts w/ balance

—

Plan assets (EOY)

$119.3M

Net assets (EOY)

$119.2M

How this plan invests

This plan

4 pooled trusts

Schedule D

513 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 (1st 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 PASADENA HOSPITAL ASSOCIATION, LTD.

Plan sponsor

Name

PASADENA HOSPITAL ASSOCIATION, LTD

EIN

95-1644036all filings

Address

100 WEST CALIFORNIA BOULEVARD · PASADENA, CA · 91105

Phone

(626) 397-5555

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

HUNTINGTON HOSPITAL RETIREMENT COMMITTEE

EIN

95-1644036

City

PASADENA, CA

Phone

(626) 397-5555

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD TOTAL INT ST IDX-IS #1869	23-1945930	—	NONE	$0	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERNST & YOUNG LLP	36-6565596	—	NONE	$34K

Investments

513 direct securities · 4 pooled funds· $108.1M(91% 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.

Mutual Funds

$30.2M

2 holdings

Bonds / Notes

$29.5M

405 holdings

Common Collective Trust

$21.4M

3 holdings

Common Collective Trusts

$19.0M

2 holdings

Common Stocks

$5.3M

73 holdings

U.S. Treasuries

$1.5M

10 holdings

Other securities

$1.2M

21 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$49.1M BlackRock / iShares$21.4M JPMorgan$715K Goldman Sachs$406K Morgan Stanley$389K Wells Fargo / Allspring$304K MetLife$128K Prudential / PGIM$113K Schwab$54K

Related plans

Other plans using WILLIS TOWERS WATSON US LLC

THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES

THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT

$73.5B

AT&T INC.

AT&T SAVINGS PLAN MASTER TRUST

$42.6B

RTX CORPORATION

RTX MASTER RETIREMENT TRUST

$42.1B

THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES

THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY

$23.3B · 27,197 participants

UNITED PARCEL SERVICE OF AMERICA, INC.

UPS RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
VANGUARD LONG-TERM TREASURY ETF	Mutual Funds	—	$34.0M	$30.2M	25.3%
RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3302956 / PN 001	Common Collective Trust	—	$3.1M	$19.1M	16.0%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	Common Collective Trusts	—	$8.3M	$9.5M	8.0%
VANGUARD EXTENDED DURATION TREASURY INDEX FUND CLASS INS	Common Collective Trusts	—	$10.4M	$9.5M	7.9%
SHORT-TERM INVESTMENT FUND A SEI TRUST COMPANY · EIN 41-6292499 / PN 001	Common Collective Trust	—	$2.2M	$2.2M	1.9%
Equitable insurance company \u2013 insurnace company general account	Common Stocks	—	$1.5M	$1.5M	1.3%
UNITED STATES TREASURY BONDS DTD 05/15/2024 4.625% 05/15/2044	U.S. Treasuries	—	$597K	$564K	0.5%
BURLINGTN NORTH SANTA FE, DTD 05/17/10, 5.750%, 05/01/2040	Bonds / Notes	—	$317K	$308K	0.3%
UBS GROUP AG, 144A PRIV PLCMT, 2.746%, 02/11/2033	Bonds / Notes	—	$277K	$292K	0.2%
APPLE INC, DTD 05/03/13, 3.850%, 05/04/2043	Bonds / Notes	—	$283K	$265K	0.2%
BANK OF AMERICA CORP, MED TERM NOTE, 6/19/20, 6/19/2041	Common Stocks	—	$264K	$264K	0.2%
UNITED STATES TREASURY BONDS DTD 02/15/2024 4.500% 02/15/2044	U.S. Treasuries	—	$266K	$256K	0.2%
ENERGY TRANSFER PARTNERS, DTD 03/12/15, 5.150%, 03/15/2045	Bonds / Notes	—	$239K	$245K	0.2%
ORACLE CORP, DTD 03/24/21, 3.950%, 03/25/2051	Bonds / Notes	—	$241K	$240K	0.2%
NORFOLK SOUTHERN CORP, DTD 04/01/12, 4.837%, 10/01/2041	Bonds / Notes	—	$228K	$223K	0.2%
UNITED MEXICAN STATES, DTD 04/28/2023, 6.338%, 05/04/2053	Bonds / Notes	—	$250K	$222K	0.2%
JPMORGAN CHASE & CO, DTD 07/24/17, 07/24/2038	Common Stocks	—	$220K	$222K	0.2%
ANHEUSER-BUSCH COS LLC, DTD 5/15/19, 4.900%, 2/1/2046	Bonds / Notes	—	$227K	$219K	0.2%
ORACLE CORP, DTD 04/01/20, 3.600%, 04/01/2040	Bonds / Notes	—	$207K	$215K	0.2%
ICON INVTS SIX DESIGNATED DTD 05/08/2024 6.000% 05/08/2034	Bonds / Notes	—	$204K	$202K	0.2%
CHARTER COMM OPT LLC/CAP, DTD 04/17/18, 5.375$, 04/01/2038	Other securities	—	$191K	$196K	0.2%
AMGEN INC, DTD 05/01/15, 4.400%, 05/01/2045	Bonds / Notes	—	$199K	$188K	0.2%
AMAZON.COM INC, DTD 05/12/21, 2.875%, 05/12/2041	Bonds / Notes	—	$195K	$187K	0.2%
AT&T INC, DTD 05/04/15, 4.750%, 05/15/2046	Bonds / Notes	—	$188K	$187K	0.2%
ANHEUSER-BUSCH COS LLC, 5/15/19, 4.900%, 2/1/2046	Bonds / Notes	—	$193K	$186K	0.2%
UNITED STATES TREASURY NOTES DTD 02/15/2024 4.000% 02/15/2034	U.S. Treasuries	—	$186K	$185K	0.2%
VERIZON COMMUNICATIONS, DTD 11/20/20, 2.650%, 11/20/2040	Bonds / Notes	—	$186K	$185K	0.2%
BANK OF AMERICA CORP MED TERM NOTE, 2/7/2019, 2/7/2030	Common Stocks	—	$184K	$184K	0.2%
BANK OF AMERICA CORP, DTD 04/24/17, 04/24/2038	Common Stocks	—	$179K	$182K	0.2%
GOLDMAN SACHS GROUP INC, DTD 07/21/21, 07/21/2042	Common Stocks	—	$182K	$181K	0.2%
SIEMENS FINANCIERINGSMAT, 144A PRIV PLCMT, 2.875%, 03/11/2041	Bonds / Notes	—	$191K	$180K	0.2%
ANHEUSER-BUSCH COS LLC, 5/15/19, 4.700%, 2/1/2036	Bonds / Notes	—	$181K	$180K	0.2%
SUNOCO LOGISTICS PARTNER, DTD 04/03/14, 5.300%, 04/01/2044	Bonds / Notes	—	$172K	$174K	0.1%
SAUDI INTERNATIONAL BOND MEDIUM TERM NOTE, 1/18/23, 5.000%	Bonds / Notes	—	$187K	$169K	0.1%
UNITED STATES TREASURY BONDS, DTD 08/15/2023, 4.375%	U.S. Treasuries	—	$169K	$166K	0.1%
PG&E WILDFIRE RECOVERY, DTD 07/20/2022, 5.099%, 06/01/2054	Bonds / Notes	—	$180K	$165K	0.1%
ABBVIE INC, DTD 05/12/16, 4.450%, 05/14/2046	Bonds / Notes	—	$162K	$157K	0.1%
ABBVIE INC, DTD 05/06/13, 4.400%, 11/06/2042	Bonds / Notes	—	$159K	$156K	0.1%
WELLPOINT INC DTD 09/10/12 4.650 01/15/2043	Common Stocks	—	$161K	$152K	0.1%
MIDAMERICAN ENERGY CO, DTD 10/15/19, 3.150%, 04/15/2050	Bonds / Notes	—	$164K	$151K	0.1%
EXXON MOBIL CORPORATION, DTD 03/03/16, 4.114%, 03/01/2046	Bonds / Notes	—	$161K	$150K	0.1%
PFIZER INVT ENTERPRISES, DTD 05/19/2023, 5.300%, 05/19/2053	Bonds / Notes	—	$160K	$150K	0.1%
CHARTER COMM OPT LLC/CAP, DTD 04/17/18, 5.750%, 04/01/2048	Bonds / Notes	—	$145K	$150K	0.1%
UNITED MEXICAN STATES, DTD 04/14/21, 4.280%, 08/14/2041	Bonds / Notes	—	$162K	$147K	0.1%
WELLS FARGO & COMPANY, DTD 03/30/20, 04/04/2051	Common Stocks	—	$156K	$146K	0.1%
FLORIDA POWER & LIGHT, DTD 12/13/11, 4.125%, 02/01/2042	Bonds / Notes	—	$152K	$146K	0.1%
MICROSOFT CORP, DTD 03/17/21, 2.921%, 03/17/2052	Bonds / Notes	—	$162K	$145K	0.1%
VERIZON COMMUNICATIONS, DTD 03/01/22, 3.875%, 03/01/2052	Bonds / Notes	—	$154K	$144K	0.1%
ONEOK INC DTD 09/24/2024 5.050% 11/01/2034	Bonds / Notes	—	$150K	$143K	0.1%
FOX CORP, DTD 01/25/20, 5.476%, 01/25/2039	Bonds / Notes	—	$128K	$143K	0.1%

1–50 of 517

1 / 11

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$483K	—
FRANKLIN TEMPLETON	94-3411725	—	NONE	$45K	—
AXA EQUITABLE	13-5570651	—	NONE	$32K	—
CAMBRIDGE ASSOCIATES LLC	04-3515240	—	NONE	$21K	—
PRINCIPAL CUSTODY SOLUTIONS	42-1466678	—	NONE	$21K	—