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Original filing (PDF)20251015130854NAL0006186912001
WELLSPAN HEALTH
Form 5500
FILING_RECEIVED
WELLSPAN 403(B) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
14 service providers
Active participants
21,551
Accounts w/ balance
26,376
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.6B
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
75
Total plan cost
80
Vendor stack
88
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- Highly fragmented vendor stack (14 disclosed providers, 5 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLSPAN HEALTH.
Plan sponsor
Name
WELLSPAN HEALTH
EIN
22-2517863
Address
3350 WHITEFORD ROAD · YORK, PA · 17402
Phone
(717) 261-7175
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1.2M | — |
Advisor / Consultant
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $262K | — |
| FLEXIBLE PLAN INVESTMENTS, LTD | 38-2340348 | — | ADVISOR | $9K | — |
| MZ KARK & ASSOCIATES | 84-0841824 | — | ADVISOR | $4K | — |
| PHYSICIAN WEALTH SOLUTIONS | 46-3705575 | — | ADVISOR | $2K | — |
| SHARAPORTFOLIO, INC. | 47-2224652 | — | ADVISOR | $347 | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | INVESTMENT ADVISORY | $0 | — |
| MUTUAL OF AMERICA | 13-1614399 | — | INVESTMENT ADVISORY | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | 94-1737782 | — | BROKERAGE SERVICES | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAMBAUGH NESS, INC. | 23-2846715 | — | AUDITOR | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALOKE DESNPANDE DBA SMARTPATH, INC. | — | ATLANTA, GA | CONSULTING | $239K | — |
| WELLSPAN HEALTH | 22-2517863 | — | OTHER FEES | $100K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | OTHER FEES | $21K | — |
| PAULSON WEALTH MANAGEMENT | 47-3668743 | — | OTHER FEES | $6K | — |
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.