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Original filing (PDF)20250915170836NAL0001644064001
GLOBAL MEDICAL RESPONSE, INC.
Form 5500
FILING_RECEIVED
GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
30,492
Accounts w/ balance
25,111
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
29 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 194% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL MEDICAL RESPONSE, INC..
Plan sponsor
Name
GLOBAL MEDICAL RESPONSE, INC.
EIN
20-1305023
Address
6501 S. FIDDLERS GREEN CIRCLE SUITE · GREENWOOD VILLAGE, CO · 80111
Phone
(877) 244-4890
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $1.3M | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.1M | — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | NONE | $96K | — |
| BAKER TILLY US LLP | — | MADISON, WI | NONE | $79K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
17 direct securities · 29 pooled funds· $1.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$949.9M
12 holdings
Uncategorized
$461.5M
15 holdings
Mutual Funds
$205.3M
1 holding
Common Collective Trust
$147.4M
17 holdings
Guaranteed Income / GIC
$57.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index PI N/R | Mutual Funds | — | — | $205.3M | 11.7% | |
| PUTNAM RETIREMENT ADV 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $137.1M | 7.8% | |
| PUTNAM RETIREMENT ADV 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $134.8M | 7.7% | |
| PUTNAM RETIREMENT ADV 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $125.9M | 7.2% | |
| PUTNAM RETIREMENT ADV 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $124.7M | 7.1% | |
| PUTNAM RETIREMENT ADV 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $117.6M | 6.7% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $104.2M | 6.0% | |
| Fidelity Investments Fidelity Total International Index INSTL N/R | — | — | — | $92.6M | 5.3% | |
| Common Collective Trusts State Street Global Advisors State Street U.S. Bond Index Fund N/R | — | — | — | $71.6M | 4.1% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $71.6M | 4.1% | |
| Premium Fidelity Investments Fidelity Mid Cap Index N/R | — | — | — | $62.2M | 3.6% | |
| PUTNAM RETIREMENT ADV 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $61.2M | 3.5% | |
| PUTNAM RETIREMENT ADV 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $57.5M | 3.3% | |
| * Massachusetts Mutual Life MassMutual Stable Value Core Fund N/R | Guaranteed Income / GIC | — | — | $57.1M | 3.3% | |
| Account Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $43.9M | 2.5% | |
| PUTNAM RETIREMENT ADV 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $38.1M | 2.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $32.7M | 1.9% | |
| PUTNAM RETIREMENT ADV MATURITY SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $26.2M | 1.5% | |
| American Funds American Century Global Growth R6 N/R | — | — | — | $26.0M | 1.5% | |
| American Funds American Funds American Balanced R6 N/R | — | — | — | $25.1M | 1.4% | |
| JP Morgan JP Morgan Core Bond R6 N/R | — | — | — | $24.6M | 1.4% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $24.2M | 1.4% | |
| MFS Core Equity R6 N/R | — | — | — | $21.5M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index N/R | — | — | — | $18.9M | 1.1% | |
| Insurance Company Self-Directed Brokerage Account Charles Schwab Bank Schwab Self-Directed Brokerage N/R | — | — | — | $17.6M | 1.0% | |
| MFS New Discovery R6 N/R | — | — | — | $16.1M | 0.9% | |
| Vanguard International Value Portfolio N/R | — | — | — | $15.6M | 0.9% | |
| PUTNAM RETIREMENT ADV 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $15.3M | 0.9% | |
| COHEN & STEERS U.S. REALTY CIT RS COHEN & STEERS · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $11.5M | 0.7% | |
| Virtus Kar Mid-Cap Growth R6 N/R | — | — | — | $11.2M | 0.6% | |
| Fidelity Investments Fidelity Emerging Markets K N/R | — | — | — | $7.7M | 0.4% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $7.4M | 0.4% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $7.3M | 0.4% | |
| Fidelity Investments Fidelity Advisor International Capital N/R | — | — | — | $7.1M | 0.4% | |
| WESTERN ASSET CORE BOND CIT UNIT CL WILMINGTON TRUST, N.A. · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $1 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET U S LONG GOVT BD NL SE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 051 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% |