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Form 5500 · Retirement plan · HUNTINGDON, PA

J.C. BLAIR MEMORIAL HOSPITAL

The filing calls this plan PENN HIGHLANDS HUNTINGDON 403(B) RETIREMENT PLAN.

J.C. BLAIR MEMORIAL HOSPITAL of HUNTINGDON, PA's retirement plan holds 3 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
Insurance company
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1352159 · plan 002 · plan year 2023, filed Dec 20, 2024

Participants at the start of the year
1,231
Contracts on file
3
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with METROPOLITAN LIFE OF CT.

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
METROPOLITAN LIFE OF CTAnnuity / GIC0December—$0
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC0December—$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / 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
J.C. BLAIR MEMORIAL HOSPITAL
EIN 23-1352159
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$37,318
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
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: 583 employees, 24 recordable cases, 401 days away from work.

EmployeesThe company's own average for the year
583
Hours worked
692,249
Recordable cases
24
Days away from work
401
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$333,482
Paid out in benefits
$2,972,953
Participants at the start of the year
1,231
Participants with account balances
0

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

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

This plan filed under the Department of Labor's voluntary program for late filings.

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