Back to filter
Original filing (PDF)20240926144404NAL0000929489001
ALERACARE HOLDINGS, LLC
Form 5500
FILING_RECEIVED
ALERACARE LIFE AND DISABILITY PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
143
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 ALERACARE HOLDINGS, LLC.
Plan sponsor
Name
ALERACARE HOLDINGS, LLC
DBA
VITALABS PHARMACY INC. VASCO RX
EIN
20-5559019
Address
5350 EAST HIGH STREET · SUITE 300 · PHOENIX, AZ · 85054
Phone
(602) 971-6950
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-26
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
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 Retail Trade plans
PHARM INVESTCO LLC
PHARM INVESTCO LLC 401(K) PLAN
$0
EVERGREEN PHARMACY
EVERGREEN PHARMACY 401(K) PLAN
$0
AAA RX PHARMACY, INC.
AAA RX PHARMACY, INC. CASH BALANCE PENSION PLAN
$0
LETTER INCORPORATED
LETTER INCORPORATED 401(K) PLAN
$0
BARDWELL PHARMACY
BARDWELL PHARMACY 401(K) PLAN
$0
ELBEN RX INC
ELBEN RX INC GCF BENEFIT PLAN
$0
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
