What public Form 5500 filings show about the Indiana University Health Inc. 401(k) plan — and how to find and check your own account.
Indiana University Health Inc. (EIN 35-1955872) reports IU HEALTH 401(K) SAVINGS PLAN on its most recent Form 5500, with $4.5B in plan assets across 40,158 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 Indiana University Health Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Indiana University Health Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMPREHENSIVE FINANCIAL, EMPOWER ADVISORY GROUP, QDRO CONSULTANTS, PHILLIPS FINANCIAL MANAGEMENT, ENVESTNET ASSET MANAGEMENT, DEERFIELD FINANCIAL ADVISORS I.
