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Sponsor portfolio

HAGERSTOWN HEART P A

EIN 52-1180379-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$13.3M assets
Welfare
1
Participants
34
1733 HOWELL ROAD - HAGERSTOWN, MD 21742301-797-2525hagerstownheartpa.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$12.6M - 14 part#003CashBalance-$606K - 6 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#002)95%
  • CASH BALANCE PLAN (#003)5%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)14
  • CASH BALANCE PLAN (#003)6
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HAGERSTOWN HEART P A PROFIT SHARING PLAN

401k

Assets$12.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HAGERSTOWN HEART P A CASH BALANCE PLAN

CashBalance

Assets$606K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

HAGERSTOWN HEART P A PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HAGERSTOWN HEART P A PROFIT SHARING PLAN401k$12.6M142024
003HAGERSTOWN HEART P A CASH BALANCE PLANCashBalance$606K62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002HAGERSTOWN HEART P A PROFIT SHARING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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