Original filing (PDF)20250918170053NAL0002451746001

SURGICAL CARE AFFILIATES, LLC

Name: SURGICAL CARE AFFILIATES, LLC — SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN, Form 5500 (2024)
Creator: SURGICAL CARE AFFILIATES, LLC

Form 5500

FILING_RECEIVED

SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN

401(k) retirement plan

Active participants

13,426

Accounts w/ balance

16,942

Plan assets (EOY)

$712.8M

Net assets (EOY)

$712.8M

How this plan invests

This plan

1 pooled trust

Schedule D

597 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURGICAL CARE AFFILIATES, LLC.

Plan sponsor

Name

SURGICAL CARE AFFILIATES, LLC

EIN

20-8922307

Address

6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343

Phone

(952) 936-1300

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE

EIN

41-1321939

City

MINNETONKA, MN

Phone

(952) 936-1300

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$315K	—

Investments

595 direct securities · 1 pooled fund· $1.4B(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.

Master Trust

$693.7M

1 holding

Uncategorized

$693.6M

595 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
UHG 401K SAVINGS PLAN MASTER TRUST UNITED HEALTHCARE SERVICES, INC. · EIN 30-0993007 / PN 001	Master Trust	—	—	$693.7M	97.3%
VANGUARD INSTITUTIONAL 500 INDEX FUND	—	—	—	$100.6M	14.1%
VANGUARD TARGET 2035	—	—	—	$69.8M	9.8%
VANGUARD TARGET 2040	—	—	—	$65.3M	9.2%
VANGUARD TARGET 2045	—	—	—	$59.5M	8.3%
VANGUARD TARGET 2030	—	—	—	$57.9M	8.1%
VANGUARD TARGET 2050	—	—	—	$49.1M	6.9%
VANGUARD IS EXTENDED MARKET INDEX TRUST	—	—	—	$40.2M	5.6%
VANGUARD TARGET 2025	—	—	—	$35.7M	5.0%
VANGUARD TARGET 2055	—	—	—	$27.9M	3.9%
AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R-6	—	—	—	$15.4M	2.2%
VANGUARD TARGET 2060	—	—	—	$13.4M	1.9%
VANGUARD TARGET 2020	—	—	—	$12.7M	1.8%
GALLIARD SHORT CORE FUND F	—	—	—	$9.0M	1.3%
FIAM SMALL COMPANY COMMINGLED POOL CLASS B	—	—	—	$8.1M	1.1%
WELLINGTON MID-CAP OPPORTUNITIES FUND	—	—	—	$8.1M	1.1%
VANGUARD TARGET INC	—	—	—	$6.9M	1.0%
GALLIARD INTERMEDIATE CORE FUND L	—	—	—	$6.2M	0.9%
STATE STREET U.S. BOND INDEX NON-LENDING SERIES FUND	—	—	—	$5.6M	0.8%
STATE STREET GLOBAL EQUITY EX-US INDEX FUND	—	—	—	$4.7M	0.7%
MICROSOFT CORP	—	—	—	$4.1M	0.6%
NVIDIA CORP	—	—	—	$3.9M	0.5%
APPLE INC	—	—	—	$3.2M	0.4%
AMAZON.COM INC	—	—	—	$2.9M	0.4%
WELLINGTON EMERGING MARKETS INSTL FUND	—	—	—	$2.6M	0.4%
VANGUARD TARGET 2065	—	—	—	$2.4M	0.3%
GALLIARD SA INTERMEDIATE CORE FUND J	—	—	—	$2.3M	0.3%
GALLIARD SA INTERMEDIATE CORE FUND Q	—	—	—	$2.2M	0.3%
GALLIARD SA INTERMEDIATE CORE FUND E	—	—	—	$2.0M	0.3%
NORTHERN TRUST TREASURY INFLATION	—	—	—	$2.0M	0.3%
PIMCO ALL ASSET FUND INSTL CLASS	—	—	—	$1.9M	0.3%
CASH/CASH EQUIVALENTS	—	—	—	$1.8M	0.3%
META PLATFORMS INC CL A	—	—	—	$1.8M	0.3%
ALPHABET INC CL C	—	—	—	$1.5M	0.2%
MASTERCARD INC CL A	—	—	—	$1.5M	0.2%
EXXON MOBIL CORP	—	—	—	$910K	0.1%
VANGUARD TARGET 2070	—	—	—	$904K	0.1%
THERMO FISHER SCIENTIFIC INC	—	—	—	$834K	0.1%
ABBVIE INC	—	—	—	$824K	0.1%
LOWES COS INC	—	—	—	$745K	0.1%
TESLA INC	—	—	—	$732K	0.1%
WELLS FARGO & CO	—	—	—	$701K	<0.1%
MCDONALDS CORP	—	—	—	$677K	<0.1%
HUMANA INC	—	—	—	$672K	<0.1%
TRANE TECHNOLOGIES PLC	—	—	—	$616K	<0.1%
SCHWAB CHARLES CORP	—	—	—	$615K	<0.1%
PEPSICO INC	—	—	—	$583K	<0.1%
ARTHUR J GALLAGHAR AND CO	—	—	—	$580K	<0.1%
AON PLC	—	—	—	$566K	<0.1%
HONEYWELL INTL INC	—	—	—	$558K	<0.1%
BURLINGTON STORES INC	—	—	—	$545K	<0.1%
AT&T INC	—	—	—	$541K	<0.1%
YUM BRANDS INC	—	—	—	$541K	<0.1%
BROADCOM INC	—	—	—	$536K	<0.1%
SALESFORCE INC	—	—	—	$532K	<0.1%
UNITED STATES TREASURY BOND 4.125% 08/15/2053	—	—	—	$530K	<0.1%
STRYKER CORP	—	—	—	$527K	<0.1%
BANK OF AMERICA CORPORATION	—	—	—	$524K	<0.1%
CSX CORP	—	—	—	$514K	<0.1%
FIDELITY NATL INFORM SVCS INC	—	—	—	$513K	<0.1%
INGERSOLL RAND INC	—	—	—	$506K	<0.1%
LINDE PLC	—	—	—	$504K	<0.1%
COCA COLA CO	—	—	—	$479K	<0.1%
HILTON WORLDWIDE HOLDINGS INC	—	—	—	$465K	<0.1%
DISNEY (WALT) CO	—	—	—	$464K	<0.1%
TEXAS INSTRUMENTS INC	—	—	—	$445K	<0.1%
BOEING CO	—	—	—	$441K	<0.1%
ORACLE CORP	—	—	—	$439K	<0.1%
TAIWAN SEMIC MFG CO LTD SP ADR	—	—	—	$437K	<0.1%
ELEVANCE HEALTH INC	—	—	—	$435K	<0.1%
CONOCOPHILLIPS	—	—	—	$426K	<0.1%
NEXTERA ENERGY	—	—	—	$424K	<0.1%
ELI LILLY & CO	—	—	—	$421K	<0.1%
GOLDMAN SACHS GROUP INC	—	—	—	$417K	<0.1%
BRISTOL-MYERS SQUIBB CO	—	—	—	$414K	<0.1%
NXP SEMICONDUCTORS NV	—	—	—	$406K	<0.1%
OTIS WORLDWIDE CORP	—	—	—	$404K	<0.1%
BAKER HUGHES CO	—	—	—	$403K	<0.1%
TRUIST FINL CORP	—	—	—	$399K	<0.1%
ANALOG DEVICES INC	—	—	—	$397K	<0.1%
MICRON TECHNOLOGY INC	—	—	—	$384K	<0.1%
REGENERON PHARMACEUTICALS INC	—	—	—	$373K	<0.1%
UNITED STATES TREASURY BOND 4.25% 02/15/2054	—	—	—	$371K	<0.1%
ROPER TECHNOLOGIES INC	—	—	—	$371K	<0.1%
BLOCK INC CL A	—	—	—	$369K	<0.1%
MARTIN MARIETTA MATERIALS INC	—	—	—	$368K	<0.1%
MONDELEZ INTL INC	—	—	—	$367K	<0.1%
TRANSDIGM GROUP INC	—	—	—	$366K	<0.1%
BOSTON SCIENTIFIC CORP	—	—	—	$366K	<0.1%
SHORT-TERM INVESTMENT FUND II	—	—	—	$363K	<0.1%
DIGITAL REALTY TRUST INC	—	—	—	$361K	<0.1%
METLIFE INC	—	—	—	$358K	<0.1%
HOWMET AEROSPACE INC	—	—	—	$357K	<0.1%
VENTAS INC REIT	—	—	—	$357K	<0.1%
SOUTHERN CO	—	—	—	$357K	<0.1%
FIFTH THIRD BANCORP	—	—	—	$349K	<0.1%
ASML HLDG NV (NY REG SHS) NEW YORK REGISTERED SHAR	—	—	—	$349K	<0.1%
CORPAY INC	—	—	—	$343K	<0.1%
MICROCHIP TECHNOLOGY	—	—	—	$342K	<0.1%
CHIPOTLE MEXICAN GRILL INC	—	—	—	$337K	<0.1%
WESTERN DIGITAL CORP	—	—	—	$335K	<0.1%
MARVELL TECHNOLOGY INC	—	—	—	$324K	<0.1%
COGNIZANT TECH SOLUTIONS CL A	—	—	—	$311K	<0.1%
ALEXANDRIA REAL ES EQ INC REIT	—	—	—	$296K	<0.1%
CHARTER COMMUNICATIONS INC A	—	—	—	$294K	<0.1%
VERTEX PHARMACEUTICALS INC	—	—	—	$286K	<0.1%
FHLG 30YR 3.5% 04/01/2052#RA7194	—	—	—	$274K	<0.1%
WEX INC	—	—	—	$271K	<0.1%
FHLG 30YR 2.5% 11/01/2050#SD7530	—	—	—	$265K	<0.1%
DOMINION ENERGY INC	—	—	—	$243K	<0.1%
UST NOTES 3.625% 09/30/2031	—	—	—	$242K	<0.1%
FHLG 30YR 2.5% 09/01/2052#SD1581	—	—	—	$237K	<0.1%
BJS WHSL CLUB HLDGS INC	—	—	—	$234K	<0.1%
PG&E CORP	—	—	—	$234K	<0.1%
FNMA 30YR 3.5% 05/01/2052#CB3593	—	—	—	$233K	<0.1%
FHLG 30YR 4% 09/01/2052#SD8244	—	—	—	$217K	<0.1%
ENTERGY CORP	—	—	—	$215K	<0.1%
FNMA 30YR 2.5% 12/01/2051#FM9868	—	—	—	$198K	<0.1%
MATADOR RESOURCES COMPANY	—	—	—	$196K	<0.1%
FNMA 30YR 2.5% 07/01/2050#CA6238	—	—	—	$194K	<0.1%
FNMA 30YR 3.5% 01/01/2051#FM7599	—	—	—	$193K	<0.1%
MAGNOLIA OIL & GAS CORPO CL A	—	—	—	$188K	<0.1%
EDWARDS LIFESCIENCES CORP	—	—	—	$188K	<0.1%
CYBER-ARK SOFTWARE LTD	—	—	—	$176K	<0.1%
SAREPTA THERAPEUTICS INC	—	—	—	$171K	<0.1%
FNMA 30YR 3.5% 05/01/2052#CB3778	—	—	—	$167K	<0.1%
TAPESTRY INC	—	—	—	$155K	<0.1%
KNIFE RIVER HOLDING CO W/I	—	—	—	$153K	<0.1%
FNMA 30YR 2.5% 05/01/2051#BR9308	—	—	—	$150K	<0.1%
NATERA INC	—	—	—	$150K	<0.1%
FNMA 30YR 2% 07/01/2050#CA6388	—	—	—	$145K	<0.1%
F5 INC	—	—	—	$144K	<0.1%
WIX.COM LTD	—	—	—	$143K	<0.1%
SLM STUDENT LN TR 2006 8 SOFR90A+42.161 01/25/2041	—	—	—	$142K	<0.1%
FHLG 30YR 3.5% 04/01/2052#RA7063	—	—	—	$139K	<0.1%
PROCEPT BIOROBOTICS CORP	—	—	—	$139K	<0.1%
STEPSTONE GROUP INC CLASS A	—	—	—	$139K	<0.1%
GLAUKOS CORP	—	—	—	$139K	<0.1%
BATH & BODY WORKS INC	—	—	—	$137K	<0.1%
WORKIVA INC	—	—	—	$137K	<0.1%
HAMILTON LANE INC - A	—	—	—	$136K	<0.1%
MERIT MEDICAL SYSTEMS INC	—	—	—	$136K	<0.1%
INSMED INC	—	—	—	$136K	<0.1%
CH ROBINSON WORLDWIDE INC	—	—	—	$135K	<0.1%
CIENA CORP	—	—	—	$133K	<0.1%
CLEARWATER ANALYTICS HOLDINGS INC	—	—	—	$130K	<0.1%
TEXAS ROADHOUSE INC	—	—	—	$130K	<0.1%
HEALTHEQUITY INC	—	—	—	$129K	<0.1%
FEDERAL HOME LN MTG MLT CTF GT 3.5% 03/15/2044	—	—	—	$128K	<0.1%
JEFFERIES FINANCIAL GROUP INC	—	—	—	$128K	<0.1%
CASEY GENERAL STORES	—	—	—	$128K	<0.1%
PENTAIR PLC	—	—	—	$125K	<0.1%
PETROLEOS MEXICANOS 7.69% 01/23/2050	—	—	—	$123K	<0.1%
ELANCO ANIMAL HEALTH INC	—	—	—	$123K	<0.1%
GOVERNMENT NAT MTG ASSN HECM TSFR12M+116.513 05/20/69	—	—	—	$123K	<0.1%
FRESHPET INC	—	—	—	$122K	<0.1%
BWX TECHNOLOGIES INC	—	—	—	$122K	<0.1%
JONES LANG LASALLE INC	—	—	—	$122K	<0.1%
UST NOTES 3.75% 08/31/2031	—	—	—	$121K	<0.1%
INTEGER HOLDINGS CORP	—	—	—	$121K	<0.1%
SKECHERS USA INC CL A	—	—	—	$121K	<0.1%
TRIMBLE INC	—	—	—	$120K	<0.1%
FNMA 30YR 3.5% 09/01/2052#FS3502	—	—	—	$120K	<0.1%
CAMECO CORP	—	—	—	$119K	<0.1%
LAUREATE EDUCATION INC	—	—	—	$119K	<0.1%
NCR ATLEOS CORP	—	—	—	$118K	<0.1%
ENCOMPASS HEALTH CORP	—	—	—	$118K	<0.1%
GROUP 1 AUTOMOTIVE INC	—	—	—	$118K	<0.1%
ALKAMI TECHNOLOGY INC	—	—	—	$116K	<0.1%
AMERICAN FINL GROUP INC OHIO	—	—	—	$115K	<0.1%
TETRA TECH INC	—	—	—	$115K	<0.1%
UNITED STATES TREASURY BOND 4.75% 11/15/2053	—	—	—	$115K	<0.1%
UNITED STATES TREASURY BOND 4.625% 11/15/2044	—	—	—	$114K	<0.1%
FIRST CITIZENS BANCSHARES INC CL A	—	—	—	$114K	<0.1%
ICON PLC	—	—	—	$114K	<0.1%
ADVANCED ENERGY INDUSTRIES INC	—	—	—	$114K	<0.1%
CITIGROUP CAP XIII 7.875%/VAR PFD PAR=25	—	—	—	$113K	<0.1%
FNMA 30YR 2% 09/01/2050#CA6925	—	—	—	$112K	<0.1%
AXOS FINANCIAL INC	—	—	—	$112K	<0.1%
INDEPENDENCE REALTY TR INC	—	—	—	$112K	<0.1%
RBC BEARINGS INC	—	—	—	$112K	<0.1%
TD SYNNEX CORP	—	—	—	$111K	<0.1%
MIDDLEBY CORP	—	—	—	$111K	<0.1%
JBT MAREL CORP	—	—	—	$111K	<0.1%
GENERAC HOLDINGS INC	—	—	—	$111K	<0.1%
ITT INC	—	—	—	$110K	<0.1%
ATI INC	—	—	—	$109K	<0.1%
BORGWARNER INC	—	—	—	$109K	<0.1%
AUTONATION INC	—	—	—	$109K	<0.1%
IDACORP INC	—	—	—	$108K	<0.1%
BRIGHT HORIZONS FAMILY SOLUTIONS INC	—	—	—	$108K	<0.1%
OLLIES BARGAIN OUTLET HOLDINGS INC	—	—	—	$107K	<0.1%
FIRST HAWAIIAN INC	—	—	—	$107K	<0.1%
PENUMBRA INC	—	—	—	$106K	<0.1%
FNMA 30YR 3.5% 05/01/2052#BV9868	—	—	—	$105K	<0.1%
INVESCO LTD	—	—	—	$105K	<0.1%
SLM STUDENT LN TR SOFR90A+41.161 04/25/2040	—	—	—	$104K	<0.1%
IMPERIAL BRANDS FINANCE PLC 4.25% 07/21/2025 144A	—	—	—	$104K	<0.1%
LUMENTUM HOLDINGS INC	—	—	—	$104K	<0.1%
UNITED STATES TREASURY BOND 3.625% 05/15/2053	—	—	—	$104K	<0.1%

Showing top 200 of 596 investments by value.