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Original filing (PDF)20251013085110NAL0000883585001
FMR LLC
Form 5500
FILING_RECEIVED
FIDELITY GROUP EMPLOYEES MEDICAL, DENTAL AND CAFETERIA PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed10 service providers
Active participants
67,597
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 FMR LLC.
Plan sponsor
Name
FMR LLC
EIN
04-3532603
Address
245 SUMMER STREET V4E · BOSTON, MA · 02210
Phone
(617) 563-1746
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsTPA / Administrator
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTH CARE INSURANCE CO | 39-1995276 | — | CONTRACT ADMINISTRATOR | $24.8M | — |
| LYRA CLINICAL ASSOCIATES, P.C. | 47-5645538 | — | CONTRACT ADMINISTRATOR | $12.6M | — |
| EYEMED | 36-2136262 | — | CONTRACT ADMINISTRATOR | $9.7M | — |
| CROSSOVER HEALTH GROUP APC | 27-2210284 | — | CONTRACT ADMINISTRATOR | $9.2M | — |
| PREMISE HEALTH EMPLOYER SOLUTIONS | 23-3057155 | — | CONTRACT ADMINISTRATOR | $4.0M | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | CONTRACT ADMINISTRATOR | $3.0M | — |
| CVS CAREMARK | 05-0340626 | — | CONTRACT ADMINISTRATOR | $1.6M | — |
| LYRA HEALTH, INC. | 47-2935915 | — | CONTRACT ADMINISTRATOR | $1.3M | — |
| FOLX HEALTH INC | 82-2100238 | — | CONTRACT ADMINISTRATOR | $250K | — |
| OPTUMHEALTH CARE SOLUTIONS, LLC | 41-1591944 | — | CONTRACT ADMINISTRATOR | $21K | — |
Investments
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.