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Original filing (PDF)20251007120009NAL0002645763001
HARTFORD HEALTHCARE CORPORATION
Form 5500
FILING_RECEIVED
HARTFORD HEALTHCARE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
29,076
Accounts w/ balance
35,390
Plan assets (EOY)
$2.9B
Net assets (EOY)
$2.9B
How this plan invests
This plan
23 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
- 8 bps in Schedule C fees — 70% above peer band of 5 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
9 FARM 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
003
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | NONE | $1.6M | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $692K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $86K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $77K | — |
| SOUNDHILL GRAPHICS | 83-2657094 | — | NONE | $23K | — |
Investments
22 direct securities· $2.5B(87% of reported assets)
Uncategorized
$2.2B
21 holdings
Mutual Funds
$279.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $279.5M | 9.8% | |
| Fidelity Investments 500 Index Fund | — | — | — | $272.7M | 9.5% | |
| American Funds Target Date 2050 R6 | — | — | — | $266.9M | 9.3% | |
| American Funds Target Date 2040 R6 | — | — | — | $262.6M | 9.2% | |
| American Funds Target Date 2045 R6 | — | — | — | $240.5M | 8.4% | |
| American Funds Target Date 2055 R6 | — | — | — | $220.0M | 7.7% | |
| American Funds Target Date 2025 R6 | — | — | — | $194.4M | 6.8% | |
| American Funds Target Date 2060 R6 | — | — | — | $164.3M | 5.7% | |
| J.P. Morgan Funds Disciplined Equity Fund | — | — | — | $127.9M | 4.5% | |
| American Funds Target Date 2020 R6 | — | — | — | $87.1M | 3.0% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $61.8M | 2.2% | |
| Group Annuity Contract * Empower Retirement Guaranteed Income Fund | — | — | — | $54.3M | 1.9% | |
| Self-Directed Brokerage Various Self-Directed Brokerage | — | — | — | $53.6M | 1.9% | |
| Dodge & Cox Funds International Stock Fund | — | — | — | $47.5M | 1.7% | |
| Dodge & Cox Funds Income Fund | — | — | — | $45.1M | 1.6% | |
| Fidelity Investments Global Ex U.S. Index Fund | — | — | — | $37.6M | 1.3% | |
| American Funds Target Date 2015 R6 | — | — | — | $21.0M | 0.7% | |
| Neuberger Berman Investments Genesis Fund Class R6 | — | — | — | $19.3M | 0.7% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $19.1M | 0.7% | |
| American Funds Target Date 2010 R6 | — | — | — | $7.5M | 0.3% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $4.0M | 0.1% | |
| Brandywine Global Opportunities Bond Fund | — | — | — | $3.3M | 0.1% |