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Original filing (PDF)20250930150958NAL0013418800001
HEALTHPLANONE, LLC
Form 5500
FILING_RECEIVED
HEALTHPLANONE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,071
Accounts w/ balance
852
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHPLANONE, LLC.
Plan sponsor
Name
HEALTHPLANONE, LLC
EIN
20-4098658
Address
3 CORPORATE DRIVE · SUITE #300 · SHELTON, CT · 06484
Phone
(203) 349-8395
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
THE ANGELL PENSION GROUP, INC.
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES INC | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $44.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.0M
31 holdings
Pooled Separate Account
$21.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.9M | 95.2% | |
| American Funds 2030 Target Date Retirement Fund - Class R-6 | — | — | $95K | $2.7M | 11.7% | |
| Vanguard 500 Index Fund - Admiral Shares | — | — | $69K | $2.5M | 10.9% | |
| American Funds 2050 Target Date Retirement Fund - Class R-6 | — | — | $63K | $2.2M | 9.4% | |
| American Funds 2040 Target Date Retirement Fund - Class R-6 | — | — | $55K | $1.8M | 8.0% | |
| American Funds 2055 Target Date Retirement Fund - Class R-6 | — | — | $52K | $1.8M | 7.8% | |
| MFS Growth Fund - Class R6 | — | — | $28K | $1.7M | 7.4% | |
| American Funds 2025 Target Date Retirement Fund - Class R-6 | — | — | $63K | $1.6M | 6.9% | |
| American Funds 2035 Target Date Retirement Fund - Class R-6 | — | — | $39K | $1.2M | 5.4% | |
| American Funds 2045 Target Date Retirement Fund - Class R-6 | — | — | $33K | $1.1M | 4.9% | |
| American Funds 2060 Target Date Retirement Fund - Class R-6 | — | — | $42K | $973K | 4.2% | |
| American Funds Washington Mutual Investors Fund - Class R-6 | — | — | $14K | $638K | 2.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Loans have interest rates ranging from 5.25% - 10.50% with maturities through 2034 | — | — | — | $617K | 2.7% | |
| Vanguard Total Bond Market Index Fund - Admiral Shares | — | — | $50K | $562K | 2.4% | |
| INSURANCE COMPANY INVESTMENT CONTRACT UNITS * Voya Fixed Account | — | — | $491K | $491K | 2.1% | |
| Vanguard Mid-Cap Index Fund - Admiral Shares | — | — | $16K | $418K | 1.8% | |
| American Funds 2010 Target Date Retirement Fund - Class R-6 | — | — | $20K | $392K | 1.7% | |
| Vanguard Small-Cap Index Fund - Admiral Shares | — | — | $16K | $390K | 1.7% | |
| American Funds American Balanced Fund - Class R-6 | — | — | $10K | $309K | 1.3% | |
| American Funds 2020 Target Date Retirement Fund - Class R-6 | — | — | $13K | $297K | 1.3% | |
| Vanguard Total International Stock Index Fund - Admiral Shares | — | — | $16K | $226K | 1.0% | |
| PGIM High Yield Fund - Class R6 | — | — | $12K | $189K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund - Class R-6 | — | — | $10K | $184K | 0.8% | |
| SEPARATE ACCOUNTS SHARES/UNITS * American Funds EuroPacific Growth Fund - Class R-6 | — | — | $6K | $121K | 0.5% | |
| DFA Real Estate Securities Portfolio - Institutional Class | — | — | $4K | $108K | 0.5% | |
| Fidelity Advisor Total Bond Fund Z | — | — | $8K | $103K | 0.4% | |
| American Funds New World Fund - Class R-6 | — | — | $4K | $97K | 0.4% | |
| MFS International Diversification Fund - Class R-6 | — | — | $6K | $81K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund - Class R-6 | — | — | $3K | $60K | 0.3% | |
| Voya Government Money Market Fund - A | — | — | $3K | $41K | 0.2% | |
| American Funds Capital World Growth and Income Fund - Class R-6 | — | — | $1K | $35K | 0.2% | |
| American Funds 2070 Target Date Retirement Fund - Class R-6 217 | — | — | — | $2K | <0.1% |
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