Original filing (PDF)20251006111333NAL0005929936001

Health Management Services

Name: Health Management Services — Health Management, Form 5500 (2024)
Creator: Health Management Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Health Management Services Pension Plan

403(b) retirement plan · Health Management Services' Health Management Services Pension Plan held $18.4M in plan assets for 337 participants in 2024, with Principal as recordkeeper.

Signals · 1

60% employer stock

Active participants

337

Accounts w/ balance

233

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTH MANAGEMENT SERVICES.

Plan sponsor

Name

HEALTH MANAGEMENT SERVICES

EIN

22-2581863all filings

Address

210 MARKET STREET · LYNN, MA · 019011003

Phone

(781) 244-1173

Industry

Health Care & Social Assistance

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

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$72K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BDO USA, LLP	13-5381590	—	ACCOUNTANT	$0	—

Investments

29 direct securities· $18.4M(100% of reported assets)

Common Stocks

$11.0M

11 holdings

Other securities

$3.1M

10 holdings

Common Collective Trusts

$2.1M

2 holdings

Mutual Funds

$2.0M

4 holdings

Bonds / Notes

$122K

1 holding

U.S. Treasuries

$70K

1 holding

					% of plan
Principal Funds, Inc. Lifetime 2030 R4 Fund	Common Stocks	—	—	$3.2M	17.4%
Principal Global Investors Principal Guaranteed Option	Other securities	—	—	$1.6M	8.9%
Principal Funds, Inc. Lifetime 2040 R4 Fund	Common Stocks	—	—	$1.5M	8.4%
Principal Funds, Inc. Lifetime 2025 R4 Fund	Common Stocks	—	—	$1.5M	8.1%
Principal Global Investors Large Cap S&P 500 Index Fund	Common Collective Trusts	—	—	$1.5M	8.0%
Principal Funds, Inc. Lifetime 2050 R4 Fund	Common Stocks	—	—	$1.4M	7.8%
Principal Funds, Inc. Lifetime 2020 R4 Fund	Common Stocks	—	—	$1.2M	6.3%
Principal Funds, Inc. Lifetime 2035 R4 Fund	Common Stocks	—	—	$722K	3.9%
Fidelity Management & Research Fidelity Advisor Value Strategies T Fund	Mutual Funds	—	—	$662K	3.6%
Capital Research and Management Co. American Funds Growth Fund of America	Mutual Funds	—	—	$659K	3.6%
Principal Global Investors Midcap S&P 400 Index Fund	Common Collective Trusts	—	—	$657K	3.6%
Principal Funds, Inc. Lifetime 2045 R4 Fund	Common Stocks	—	—	$630K	3.4%
Invesco Oppenheimer International Div A Fund	Mutual Funds	—	—	$387K	2.1%
Capital Research and Management Co. American Funds New Perspective Fund	Mutual Funds	—	—	$319K	1.7%
American Beacon American Beacon Large Cap VI Adv Fund	Other securities	—	—	$315K	1.7%
Principal Funds, Inc. Lifetime Str Inc R4 Fund	Common Stocks	—	—	$292K	1.6%
Principal Funds, Inc. Lifetime 2055 R4 Fund	Common Stocks	—	—	$269K	1.5%
Principal Global Investors Capital Appreciation R4 Fund	Other securities	—	—	$242K	1.3%
AB/Brown Advisory/Emerald Advisers Smallcap Growth I Select Fund	Other securities	—	—	$196K	1.1%
Principal Global Investors Core Plus Bond R4	Other securities	—	—	$191K	1.0%
Vaughan Nelson/LA Capital/ H&W Smallcap Value II Fund	Other securities	—	—	$163K	0.9%
Principal Funds, Inc. Lifetime 2060 R4 Fund	Common Stocks	—	—	$140K	0.8%
LA Capital Management/Victory Midcap Value I R4 Fund	Other securities	—	—	$132K	0.7%
Participant loans Interest rates ranging from 2.25% to 7.50% -	Bonds / Notes	—	—	$122K	0.7%
Principal Global Investors Govt & HQ Bond R4 Fund	Other securities	—	—	$117K	0.6%
Macquarie Systematic Emerging	Other securities	—	—	$81K	0.4%
Principal Funds, Inc. Lifetime 2015 R4 Fund	Common Stocks	—	—	$70K	0.4%
Mellon Capital Management Bond Market Index R4 Fund	U.S. Treasuries	—	—	$70K	0.4%
Alliance Bernstein Investments AB Growth and Income Fund	Other securities	—	—	$22K	0.1%