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Form 5500 · Retirement plan · MONONGAHELA, PA

MONONGAHELA VALLEY HOSPITAL, INC.

The filing calls this plan MONONGAHELA VALLEY HOSPITAL, INC. 401(K) PLAN & TRUST 002.

MONONGAHELA VALLEY HOSPITAL, INC. of MONONGAHELA, PA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. 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 32-0345810 · plan 002 · plan year 2024, filed Aug 6, 2026

Participants at the start of the year
558
Contracts on file
1
Contract value
$243,969
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $243,969 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC339December$243,969$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
MONONGAHELA VALLEY HOSPITAL, INC.
EIN 32-0345810
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$123,464
paid directly by the plan
J.P. MORGAN SECURITIES LLC
INVESTMENT ADVISORY · EIN 13-4110995
$50,974
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
$26,699,680
Paid out in benefits
$4,313,477
Participants at the start of the year
558
Participants with account balances
324

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

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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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