Back to filter
Original filing (PDF)20250724204109NAL0007821456001
COLONIAL FAMILY PRACTICE
Form 5500
FILING_RECEIVED
OPTUM SELECT GROUP BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
2,697
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLONIAL FAMILY PRACTICE.
Plan sponsor
Name
COLONIAL FAMILY PRACTICE
EIN
02-0626080
Address
674 WEST LIBERTY ST · SUMTER, SC · 29150
Phone
(844) 364-7662
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
41-1321939
City
MINNETONKA, MN
Phone
(844) 364-7662
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-03-24
Tax period
2024-12-31
Filed
2025-07-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4I · Severance Pay
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Health Care & Social Assistance plans
GOOD HEART HOSPICE, LLC
GOOD HEART HOSPICE 401(K) PLAN
$0 · 17 participants
VILLAGE MANOR
VILLAGE MANOR 401(K) PLAN
$0
CANYON PARK ADULT LIVING CENTERS , INC.
CANYON PARK ADULTLIVING CENTERS, INC. 401(K) PLAN
$0
CIMINOCARE
CIMINOCARE 401(K) PROFIT SHARING PLAN AND TRUST
$0
COURTLAND MANOR, INC.
COURTLAND MANOR, INC. 401K PROFIT SHARING PLAN
$0
MAGNOLIA ESTATES OF ELBERTON INC.
MAGNOLIA ESTATES OF ELBERTON INC. GCF BENEFIT PLAN
$0
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants