What public Form 5500 filings show about the Health First Shared Services, Inc. 401(k) plan — and how to find and check your own account.
Health First Shared Services, Inc. (EIN 59-3336894) reports HEALTH FIRST RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $903.0M in plan assets across 9,278 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Health First Shared Services, Inc. filing — schedules, fees, and providers.
Health First Shared Services, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Health First Shared Services, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, INVESTMENT RESEARCH & ADV GRP IN, CHARLES SCHWAB TRUST BANK, SAVANT CAPITAL, CHARLES SCHWAB & CO.
