Retirement plan

WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

Name: WELLSTAR HEALTH SYSTEM, INC. - WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: WELLSTAR HEALTH SYSTEM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN, WELLSTAR HEALTH SYSTEM, INC.

WELLSTAR HEALTH SYSTEM, INC.EIN 58-1649541Plan #002PY 2025

793 SAWYER ROAD - MARIETTA, GA 30062470-644-0100wellstar.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$1.50B assets

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed May 20, 2014 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$2836.7M

+35.7% from 2024

Total participants

48,753

+39.8% from 2024

Average account balance

$60,251

-3.3% from 2024

Annual return

30.89%

+14.81 pp from 2024

Benchmarks

See 58 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort58 peers

Snapshot2025

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.84B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$60K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

47,081

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$317.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+30.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$47

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044	Shareholder servicing fees; Participa...	$2,123,956
UBS FINANCIAL SERVICES INC4 years Filed as: UBS INSITITUTIONAL CONSULTING GROUP Service code 16 · EIN 13-2638166	Consulting	$40,000
AON CONSULTING11+ years Filed as: AON HEWITT INV CONSULTING, INC Service code 16 · EIN 36-3109431	Consulting	$31,209
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$6,069
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2S2T3D3H

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$65 / participant

Recordkeeping$2M96.5%
Investment mgmt$77K3.5%

% of EOY assets

0.078%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: KPMG
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,251

$121,719-50.5%

$154,803-61.1%

$140,769-57.2%

Participation rate

95.1%

76.3%+18.8pp

78.1%+17.0pp

74.2%+20.9pp

Annual return

30.89%

19.22%+11.7pp

58.88%-28.0pp

16.82%+14.1pp

Employer contribution / active EE

$4,297

$2,466+74.3%

$4,305-0.2%

$3,906+10.0%

Participant deferral / active EE

$5,037

$5,384-6.4%

$5,540-9.1%

$6,717-25.0%

Admin fee / account holder

$47

$71-33.9%

$14,329-99.7%

$229-79.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS11+ years

Service code 12 · EIN 13-3689044

Shareholder servicing fees; Participa...

$2,123,956

UBS FINANCIAL SERVICES INC4 years

Filed as: UBS INSITITUTIONAL CONSULTING GROUP

Service code 16 · EIN 13-2638166

Consulting

$40,000

AON CONSULTING11+ years

Filed as: AON HEWITT INV CONSULTING, INC

Service code 16 · EIN 36-3109431

Consulting

$31,209

CHARLES SCHWAB & CO., INC.6 years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$6,069

NATIONAL FINANCIAL SERVICES11+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion