form5500lookup

Form 5500 · Retirement plan · GALLIPOLIS, OH

HOLZER HEALTH SYSTEM

The filing calls this plan HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN.

HOLZER HEALTH SYSTEM of GALLIPOLIS, OH's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. 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)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1156690 · plan 001 · plan year 2024, filed Oct 3, 2025

Participants at the start of the year
2,597
Contracts on file
2
Contract value
$12,581,399
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $12,581,399 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

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
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC—December—$0
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC—December$12,581,399$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
HOLZER HEALTH SYSTEM
EIN 31-1156690
MILLIMAN
Recordkeeping and information management · EIN 91-0675641
$155,603
paid directly by the plan
MORGAN STANLEY
Named on Schedule C · EIN 26-4310632
$105,000
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.

What the plan holds

Plan assets at year end
$183,281,001
Paid out in benefits
$14,381,831
Participants at the start of the year
2,597
Participants with account balances
1,903

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

Who runs the plan

RecordkeeperEIN 91-0675641
MILLIMAN
Independent accountantEIN 25-1408703
SCHNEIDER DOWNS & CO., INC.
Accountant's opinion (Schedule H, line 3a)
Unmodified

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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