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Form 5500 · Retirement plan · LYNCHBURG, VA

CENTRA HEALTH, INC.

The filing calls this plan CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN.

CENTRA HEALTH, INC. of LYNCHBURG, VA files a Form 5500 for its retirement plan. Schedule A discloses 9 annuity or guaranteed-interest contracts held by the plan, written by AXA EQUITABLE LIFE INSURANCE COMPANY and 3 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-0715569 · plan 002 · plan year 2024, filed Oct 2, 2025

Participants at the start of the year
10,897
Contracts on file
9
Contract value
$61,271,789
Plan year end
December

Plan brief

Schedule A lists 9 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AXA EQUITABLE LIFE INSURANCE COMPANY.

The contracts held $61,271,789 at the end of the plan year, as reported on Schedule A.

$1,552 in agent commissions is disclosed across the contracts; M.JENKINS is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC108December$2,824,847$1,552
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC2December$29,214$0
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC38December$463,292$0
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC29December$236,916$0
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC1December$7,101$0
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC3December$54,087$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC0December$57,656,332$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC0December—$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CENTRA HEALTH, INC.
EIN 54-0715569
FID INV INST OPS CO
Claims processing · Recordkeeping and information management · EIN 04-2647786
$342,032
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC.
ADVISOR · EIN 26-0058143
$55,954
paid directly by the plan
STRATEGIC ADVISORS, INC.
INV. ADVISORY · EIN 04-2654524
$43,365
paid directly by the plan
BDO USA, P.C.
Accounting and audit · EIN 13-5381590
$32,990
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 4,227 employees, 188 recordable cases, 882 days away from work.

EmployeesThe company's own average for the year
4,227
Hours worked
7,751,385
Recordable cases
188
Days away from work
882
Establishments filed under this EIN
17

Source: OSHA Injury Tracking Application establishment data, 2025.

One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.

What the plan holds

Plan assets at year end
$747,118,185
Paid out in benefits
$76,471,896
Participants at the start of the year
10,897
Participants with account balances
9,110

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 04-2647786
FID INV INST OPS CO
Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$32,990

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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