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Original filing (PDF)20251007115506NAL0002642227001
HARTFORD HEALTHCARE CORPORATION
Form 5500
FILING_RECEIVED
HARTFORD HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,571
Accounts w/ balance
3,374
Plan assets (EOY)
$146.6M
Net assets (EOY)
$146.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 63% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTFORD HEALTHCARE CORPORATION.
Plan sponsor
Name
HARTFORD HEALTHCARE CORPORATION
EIN
22-2672834
Address
C/O HHC SYSTEM SUPPORT OFFICE · 9 FARMS SPRINGS ROAD · FARMINGTON, CT · 06032
Phone
(860) 696-3500
Industry
Health Care & Social Assistancesee all
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | NONE | $199K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $40K | — |
Investments
24 direct securities· $143.1M(98% of reported assets)
Uncategorized
$127.0M
23 holdings
Mutual Funds
$16.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 R6 | — | — | — | $17.5M | 11.9% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $16.1M | 11.0% | |
| American Funds Target Date 2040 R6 | — | — | — | $14.1M | 9.6% | |
| American Funds Target Date 2045 R6 | — | — | — | $12.1M | 8.2% | |
| American Funds Target Date 2050 R6 | — | — | — | $11.9M | 8.1% | |
| American Funds Target Date 2025 R6 | — | — | — | $11.4M | 7.8% | |
| Fidelity Investments 500 Index Fund | — | — | — | $9.0M | 6.2% | |
| American Funds Target Date 2055 R6 | — | — | — | $8.4M | 5.8% | |
| J.P. Morgan Funds Disciplined Equity Fund | — | — | — | $6.7M | 4.6% | |
| American Funds Target Date 2020 R6 | — | — | — | $6.4M | 4.3% | |
| American Funds Target Date 2060 R6 | — | — | — | $6.0M | 4.1% | |
| Group Annuity Contract * Empower Retirement Guaranteed Income Fund | — | — | — | $5.3M | 3.6% | |
| American Funds Target Date 2015 R6 | — | — | — | $3.4M | 2.3% | |
| Dodge & Cox Funds International Stock Fund | — | — | — | $2.6M | 1.8% | |
| Dodge & Cox Funds Income Fund | — | — | — | $2.6M | 1.8% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $2.5M | 1.7% | |
| American Funds Target Date 2010 R6 | — | — | — | $2.2M | 1.5% | |
| Fidelity Investments Global Ex U.S. Index Fund | — | — | — | $1.6M | 1.1% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $1.0M | 0.7% | |
| Self Directed Brokerage Accounts * Various Brokerage Link | — | — | — | $1.0M | 0.7% | |
| Neuberger Berman Investments Genesis Fund Class R6 | — | — | — | $612K | 0.4% | |
| Fidelity Investments Blended Stable Value Fund | — | — | — | $273K | 0.2% | |
| Brandywine Global Opportunities Bond Fund | — | — | — | $187K | 0.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $180K | 0.1% |