How big is Elliot Health System's plan?

Elliot Health System's plan reported $493.7M in assets and 5,130 participants for 2024.

Original filing (PDF)20251014111208NAL0003735360001

Elliot Health System

Name: Elliot Health System — Solutionhealth & Elliot, Form 5500 (2024)
Creator: Elliot Health System
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Solutionhealth & Elliot Health System 403(b) Savings Plan

403(b) retirement plan · Elliot Health System's Solutionhealth & Elliot Health System 403(b) Savings Plan held $493.7M in plan assets for 5,130 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

5,130

Accounts w/ balance

3,991

Plan assets (EOY)

$493.7M

Net assets (EOY)

$493.7M

People on this filing

Jessica Connare signed Elliot Health System's 2024 Form 5500 as plan administrator.

Jessica Connare — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Elliot Health System's EIN is 02-0509911.

EIN 02-0509911

Plan number 003

Plan year 2024

ACK ID 20251014111208NAL0003735360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elliot Health System from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elliot Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIOT HEALTH SYSTEM.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 8K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

ELLIOT HEALTH SYSTEM

EIN

all filings

Address

4 ELLIOT WAY, SUITE 302 · MANCHESTER, NH · 03013

Phone

(603) 633-2721

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	—	NONE	$827K	—
EMPOWER ADVISORY GROUP, LLC	84-1532243	—	NONE	$143K	—

Investments

36 direct securities· $483.5M(98% of reported assets)

Mutual Funds

$434.1M

24 holdings

Common Stocks

$21.4M

3 holdings

Other securities

$20.4M

6 holdings

Bonds / Notes

$4.3M

1 holding

Self-Directed Brokerage

$1.7M

1 holding

U.S. Treasuries

$1.5M

1 holding

					% of plan
American Funds American Funds 2035 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$55.9M	11.3%
American Funds American Funds 2030 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$54.1M	11.0%
Vanguard Institutional Index I –	Mutual Funds	—	—	$48.3M	9.8%
American Funds American Funds 2025 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$40.6M	8.2%
American Funds American Funds 2040 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$40.0M	8.1%
American Funds American Funds 2045 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$37.3M	7.6%
American Funds American Funds 2050 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$25.4M	5.2%
Empower Annuity Insurance Company Empower Select Guaranteed Fund $ –	Common Stocks	—	—	$21.3M	4.3%
American Funds American Funds 2055 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$18.2M	3.7%
DFA International Core Equity –	Mutual Funds	—	—	$14.4M	2.9%
American Funds American Funds 2020 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$14.0M	2.8%
Vanguard Small Cap Index Admiral Fund –	Mutual Funds	—	—	$13.6M	2.8%
Vanguard Total Bond Market Index Admiral Fund –	Mutual Funds	—	—	$12.4M	2.5%
Principal Large Cap Growth I Inst –	Other securities	—	—	$11.2M	2.3%
Vanguard Mid Cap Index Admiral Fund –	Mutual Funds	—	—	$10.3M	2.1%
American Funds American Funds 2060 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$7.8M	1.6%
American Funds American Funds New Perspectives R6 –	Mutual Funds	—	—	$7.0M	1.4%
DFA Emerging Markets I –	Mutual Funds	—	—	$6.9M	1.4%
Vanguard FTSE Social Index Admiral –	Mutual Funds	—	—	$6.6M	1.3%
American Funds American Funds Balanced R6 Fund –	Mutual Funds	—	—	$5.1M	1.0%
PIMCO Income Instl –	Mutual Funds	—	—	$4.3M	0.9%
Participant Loans Interest rates 3.25% to 9.50% –	Bonds / Notes	—	—	$4.3M	0.9%
Principal Core Plus Bond Inst –	Other securities	—	—	$3.6M	0.7%
American Funds American Funds 2015 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$3.5M	0.7%
Dodge & Cox Dodge & Cox Stock Fund –	Mutual Funds	—	—	$3.4M	0.7%
Cohen & Steers Cohen & Steers Instl Realty Shares –	Other securities	—	—	$2.3M	0.5%
American Funds American Funds 2010 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$1.9M	0.4%
Self-directed brokerage account * Empower Self Directed Brokerage Account –	Self-Directed Brokerage	—	—	$1.7M	0.4%
Janus Henderson Janus Henderson Enterprise N –	Mutual Funds	—	—	$1.6M	0.3%
American Century American Century Mid Cap Value R6 –	Other securities	—	—	$1.6M	0.3%
Nuveen Core Impact Bond R6 –	U.S. Treasuries	—	—	$1.5M	0.3%
American Funds American Funds 2065 Target Date Retirement R6 Fund –	Mutual Funds	—	—	$1.2M	0.3%
Federated Hermes MDT Small Cap Growth Instl –	Other securities	—	—	$986K	0.2%
American Beacon American Beacon Small Cap Value Inst –	Other securities	—	—	$637K	0.1%
Brighthouse Life Insurance Company Life insurance contracts $ –	Common Stocks	—	—	$48K	<0.1%
Transamerica Life Insurance Company Life insurance contracts –	Common Stocks	—	—	$34K	<0.1%