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Original filing (PDF)20251007121507NAL0011482386002

HARTFORD HEALTHCARE CORPORATION

Form 5500
FILING_RECEIVED
HARTFORD HEALTHCARE 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,589
Accounts w/ balance
5,208
Plan assets (EOY)
$665.8M
Net assets (EOY)
$665.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
214 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (2 bps vs 6 bps peer median).
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
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS, INC.04-2654524NONE$67K
FID INV INST OPS CO04-2647786NONE$25K
FIDUCIENT ADVISORS LLC36-4001764NONE$13K
BRIGHTHOUSE LIFE INSURANCE COMPANYTROY, MINONE$6K

Investments

210 direct securities · 6 pooled funds· $812.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$657.9M
209 holdings
Pooled Separate Account
$154.5M
6 holdings
Mutual Funds
$37K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
BRIGHTHOUSE 942121
BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000
Pooled Separate Account
$103.5M15.5%
American Funds Target Date 2030 R6$56.9M8.5%
American Funds Target Date 2035 R6$55.7M8.4%
Fidelity Investments 500 Index Fund$43.8M6.6%
American Funds Target Date 2040 R6$42.7M6.4%
Brighthouse Life Insurance Company T-Flex I$42.5M6.4%
American Funds Target Date 2025 R6$41.0M6.2%
American Funds Target Date 2045 R6$31.3M4.7%
VOYA VFZ046
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$26.3M4.0%
Group Annuity Contract* American Funds Target Date 2050 R6$26.3M4.0%
American Funds Target Date 2020 R6$21.3M3.2%
BRIGHTHOUSE 010588
BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000
Pooled Separate Account
$18.5M2.8%
J.P. Morgan Funds Disciplined Equity Fund$18.3M2.7%
Brighthouse Life Insurance Company Delaware VIP Small Cap Value Series$16.6M2.5%
Brighthouse Life Insurance Company Fidelity VIP Mid Cap Portfolio$12.9M1.9%
Group Annuity Contract * Empower Retirement Guaranteed Income Fund$12.7M1.9%
Brighthouse Life Insurance Company American Funds Growth Portfolio$11.4M1.7%
Self-Directed Brokerage Self-Directed Brokerage Self-Directed Brokerage$10.2M1.5%
Fixed Annuity Contracts * Brighthouse Life Insurance Company Fixed Account$9.9M1.5%
Fidelity Investments Extended Market Index Fund$9.0M1.4%
Brighthouse Life Insurance Company Loomis Sayles Growth Portfolio$8.7M1.3%
American Funds Target Date 2015 R6$8.3M1.3%
Brighthouse Life Insurance Company Metlife Stock Index Portfolio Class A$6.9M1.0%
Dodge & Cox Funds Income Fund$6.5M1.0%
American Funds Target Date 2055 R6$6.3M1.0%
Dodge & Cox Funds International Stock Fund$5.9M0.9%
Mutual of America Group Annuity Contract$4.9M0.7%
Brighthouse Life Insurance Company T-Flex I$4.8M0.7%
Brighthouse Life Insurance Company American Funds Global Growth Fund$4.7M0.7%
Fidelity Investments Global Ex U.S. Index Fund$4.7M0.7%
Brighthouse Life Insurance Company Jennison Growth Portfolio$4.5M0.7%
Brighthouse Life Insurance Company American Funds Growth-Income Portfolio$4.3M0.7%
Brighthouse Life Insurance Company MACQUARIE VIP SMALL CAP VALUE SERIES$3.9M0.6%
Group Annuity Contract* Brighthouse Life Insurance Company MFS Total Return Portfolio$3.8M0.6%
Brighthouse Life Insurance Company T. Rowe Price Large Cap Value Portfolio Class B$3.8M0.6%
Brighthouse Life Insurance Company Brighthouse Asset Allocation 60 Portfolio$3.5M0.5%
American Funds The Growth Fund of America$3.3M0.5%
BRIGHTHOUSE 869815
BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000
Pooled Separate Account
$3.1M0.5%
Brighthouse Life Insurance Company MFS Value Portfolio I$2.8M0.4%
American Funds Target Date 2010 R6$2.8M0.4%
Fidelity Investments U.S. Bond Index Fund$2.7M0.4%
Brighthouse Life Insurance Company T. Rowe Price Small Cap Growth Portfolio$2.6M0.4%
Neuberger Berman Investments Genesis Fund Class R6$2.6M0.4%
Voya Retirement Insurance and Annuity Company (VOYA) Fixed Plus Account III$2.5M0.4%
Brighthouse Life Insurance Company Brighthouse Asset Allocation 80 Portfolio$2.3M0.3%
Brighthouse Life Insurance Company T. Rowe Price Large Cap Value Portfolio Class E$2.2M0.3%
VOYA VE0979
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$2.2M0.3%
VOYA Janus Forty FD - Class S$2.1M0.3%
American Funds Capital World Growth and Income Fund$2.1M0.3%
American Funds Capital Income Builder$2.0M0.3%
Brighthouse Life Insurance Company Neuberger Berman Genesis Portfolio$1.9M0.3%
VOYA Massachusetts Investors Growth Stk$1.9M0.3%
American Funds Fundamental Investors$1.9M0.3%
American Funds New Perspective Fund$1.9M0.3%
VOYA Inv Main Street Fund A$1.8M0.3%
VOYA Pioneer Fund$1.8M0.3%
Brighthouse Life Insurance Company Invesco Global Equity Portfolio$1.7M0.3%
American Funds 2040 Target Date Retirement Fund$1.7M0.2%
Brighthouse Life Insurance Company T-Flex$1.6M0.2%
VOYA Fixed Account$1.5M0.2%
Brighthouse Life Insurance Company PIMCO Total Return Portfolio$1.5M0.2%
American Funds Washington Mutual Investors Fund$1.5M0.2%
Brighthouse Life Insurance Company American Funds Growth Allocation Portfolio$1.4M0.2%
VOYA Fidelity Advisor Gr Opportunities Fd$1.4M0.2%
Brighthouse Life Insurance Company Metlife Russell 2000 Index Portfolio$1.4M0.2%
Brighthouse Life Insurance Company Fixed Rider$1.4M0.2%
Brighthouse Life Insurance Company Clearbridge Variable Small Cap Growth Portfolio$1.4M0.2%
American Funds AMCAP Fund$1.3M0.2%
American Funds American Balanced Fund$1.3M0.2%
VOYA ClrBrg Value Trust C$1.3M0.2%
Brighthouse Life Insurance Company Western Asset Management Strategic Bond Opportunities Portfolio Class A$1.2M0.2%
VOYA Janus Henderson Balanced Fund S$1.2M0.2%
Brighthouse Life Insurance Company Brighthouse Small Cap Value Portfolio$1.1M0.2%
Brighthouse Life Insurance Company Cbre Global Real Estate Portfolio$1.1M0.2%
American Funds The Investment Company of America$1.1M0.2%
Brighthouse Life Insurance Company Fidelity VIP Dynamic Capital Appreciation Portfolio$1.1M0.2%
Variable Annuity Contracts - Variable Annuity Sub-Account Separate accounts of Brighthouse Life Insurance Company Separate Account * Brighthouse Life Insurance Company American Funds Balanced Allocation Portfolio$1.1M0.2%
Brighthouse Life Insurance Company Brighthouse/Wellington Balanced Portfolio$1.1M0.2%
VOYA Invesco Amer Fran$1.1M0.2%
American Funds 2045 Target Date Retirement Fund$1.1M0.2%
VOYA Small Company F$983K0.1%
VOYA T. Rowe Price Growth Equity Port Srv$925K0.1%
Brighthouse Life Insurance Company Janus Henderson Enterprise Portfolio$921K0.1%
BRIGHTHOUSE 934533
BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000
Pooled Separate Account
$914K0.1%
Brighthouse Life Insurance Company Clearbridge Variable Large Cap Value Portfolio$878K0.1%
American Funds 2030 Target Date Retirement Fund$869K0.1%
VOYA Baron Growth Fund$859K0.1%
American Funds American Mutual Fund$843K0.1%
Brighthouse Life Insurance Company Blackrock High Yield Portfolio Class A$781K0.1%
VOYA Templeton Growth Fund$765K0.1%
Brighthouse Life Insurance Company PIMCO Inflation Protected Bond Portfolio Class A$753K0.1%
VOYA Lord Abbett Sm-Cap Value Fund$749K0.1%
Brighthouse Life Insurance Company Brighthouse/Wellington Core Equity Opportunities Portfolio Class A$747K0.1%
Brighthouse Life Insurance Company Blackrock Capital Appreciation Portfolio$724K0.1%
VOYA Corporate Leaders 100 Fund$722K0.1%
American Funds 2035 Target Date Retirement Fund$708K0.1%
American Funds EuroPacific Growth Fund$697K0.1%
American Funds 2050 Target Date Retirement Fund$641K<0.1%
VOYA Invesco Health Care Fund Inv$617K<0.1%
VOYA Large Cap Value Fund$600K<0.1%
Fidelity Investments Government Money Market Fund$576K<0.1%
VOYA Templeton Global Bond Fund$574K<0.1%
American Funds 2020 Target Date Retirement Fund$528K<0.1%
American Funds The New Economy Fund$519K<0.1%
American Funds Money Market Fund$515K<0.1%
Brighthouse Life Insurance Company Metlife MSCI Eafe Index Portfolio$500K<0.1%
VOYA Lord Abbett Affiliated Fund$494K<0.1%
American Funds 2025 Target Date Retirement Fund$482K<0.1%
Brandywine Global Opportunity Bond$476K<0.1%
VOYA Intermediate Bo$470K<0.1%
Brighthouse Life Insurance Company Loomis Sayles Global Allocation Portfolio$464K<0.1%
Brighthouse Life Insurance Company Templeton Foreign VIP Fund$452K<0.1%
VOYA Ariel Fund Inv$436K<0.1%
Brighthouse Life Insurance Company Brighthouse Asset Allocation 100 Portfolio$432K<0.1%
Brighthouse Life Insurance Company Brighthouse Asset Allocation 40 Portfolio$419K<0.1%
American Funds American High Income Trust$407K<0.1%
VOYA Inv Developing Markets Fund A$393K<0.1%
VOYA J.P Morgan Mid Cap Value Port Srv$384K<0.1%
VOYA Growth and Income Port I$383K<0.1%
VOYA Franklin Mutual U.S. Value Fund R$377K<0.1%
VOYA VY Inv Opportunities Global Portfolio Srv$367K<0.1%
VOYA Ariel Appreciation F$360K<0.1%
Brighthouse Life Insurance Company Templeton Developing Markets VIP Fund$359K<0.1%
American Funds Target Date 2060 R6$350K<0.1%
VOYA Pax Sust Allocation Fund Inv$345K<0.1%
Brighthouse Life Insurance Company Victory Sycamore Mid Cap Value Portfolio$343K<0.1%
American Funds The Bond Fund of America$337K<0.1%
VOYA Janus Henderson Global Research Fund S$331K<0.1%
Brighthouse Life Insurance Company Frontier Mid Cap Growth Portfolio Class D$328K<0.1%
Variable Annuity Sub-Account Separate accounts of Voya Retirement Insurance And Annuity Company Separate Account Voya Retirement Insurance and Annuity Company * (VOYA) AIM Charter Fund (A)$323K<0.1%
Brighthouse Life Insurance Company Clearbridge Variable Large Cap Growth Portfolio$321K<0.1%
VOYA Fidelity VIP Contra fund Port I$313K<0.1%
Brighthouse Life Insurance Company American Funds Moderate Allocation Portfolio$309K<0.1%
VOYA Pioneer Equity Income Fund$302K<0.1%
Brighthouse Life Insurance Company Harris Oakmark International Portfolio Class A$301K<0.1%
VOYA Fidelity VIP Growth Portfolio I$299K<0.1%
VOYA Baron Asset Fund$287K<0.1%
VOYA Fidelity Advisor Equity Growth Fund$280K<0.1%
Brighthouse Life Insurance Company Janus Henderson Global Research Portfolio$279K<0.1%
VOYA American Century Ultra Fd-A$271K<0.1%
VOYA MidCap Opportunities Fund A$256K<0.1%
Brighthouse Life Insurance Company Fidelity VIP Equity-Income Portfolio$240K<0.1%
VOYA Touchstone Intl Equity Fd Y$240K<0.1%
VOYA ClrBrg Small Cap Fund C$239K<0.1%
Brighthouse Life Insurance Company T. Rowe Price Large Cap Growth Portfolio$231K<0.1%
VOYA Lord Abbett Bond Debenture Fund$227K<0.1%
VOYA Solution Conserv Pt I ** 539 * VOYA VY TRwPr Divr MdCp Gr Pt I$211K<0.1%
American Funds New World Fund$210K<0.1%
VOYA Global Insights Port I$206K<0.1%
American Funds Small Cap World Fund$182K<0.1%
Brighthouse Life Insurance Company Fixed Rider$168K<0.1%
Brighthouse Life Insurance Company Fidelity VIP High Income Portfolio$162K<0.1%
Brighthouse Life Insurance Company Invesco Comstock Portfolio$160K<0.1%
Brighthouse Life Insurance Company Brighthouse Asset Allocation 20 Portfolio$157K<0.1%
VOYA Fidelity VIP Esty-Income Port I$147K<0.1%
Brighthouse Life Insurance Company Western Asset Core Plus VIT Portfolio$145K<0.1%
VOYA NYLI CBRE Real Estate Fund A$144K<0.1%
Brighthouse Life Insurance Company Metlife Aggregate Bond Index Portfolio$141K<0.1%
Brighthouse Life Insurance Company Invesco Small Cap Growth Portfolio Class A$141K<0.1%
VOYA Franklin Small-Mid Cap Growth Fund$139K<0.1%
Brighthouse Life Insurance Company Brighthouse/Abrdn Emerging Markets Equity Portfolio$136K<0.1%
VOYA Fixed Plus Account$136K<0.1%
Brighthouse Life Insurance Company Western Asset Management U.S. Government Portfolio$133K<0.1%
Brighthouse Life Insurance Company Fidelity VIP Contrafund Portfolio Class 2$131K<0.1%
Brighthouse Life Insurance Company Fund 16B$129K<0.1%
VOYA VY Invesco Equity and Income Portfolio I$129K<0.1%
Brighthouse Life Insurance Company Blackrock Bond Income Portfolio$120K<0.1%
Brighthouse Life Insurance Company Clearbridge Variable Appreciation Portfolio$118K<0.1%
VOYA American Century Discovery Cr Value Fund A$116K<0.1%
American Funds Capital World Bond Fund$110K<0.1%
VOYA Index Plus Large Cap Portfolio I$107K<0.1%
American Funds 2015 Target Date Retirement Fund$102K<0.1%
Brighthouse Life Insurance Company JPMorgan Small Cap Value Portfolio$98K<0.1%
American Funds Global Balanced Fund$92K<0.1%
VOYA Government Money Market Portfolio I$89K<0.1%
VOYA Global Income & Growth Fund A$86K<0.1%
VOYA Index Plus MidCap Portfolio I$70K<0.1%
VOYA Inv Global Strategic Inc Fund A$68K<0.1%
VOYA Invesco Multi Asset Inc Fund A$60K<0.1%
American Funds Inflation Linked Bond Fund$58K<0.1%
VOYA Balanced Income Port I$58K<0.1%
American Funds Growth And Income Portfolio$55K<0.1%
Brighthouse Life Insurance Company T-Flex$54K<0.1%
American Funds Balanced Portfolio$50K<0.1%
VOYA Large Cap Growth Port Inst$49K<0.1%
American Funds U.S. Government Securities Fund$46K<0.1%
American Funds International Growth and Income Fund$43K<0.1%
s * American Funds 2010 Target Date Retirement Fund
Mutual Funds
$37K<0.1%
VOYA Invesco V.I. American Franchise Fd I ** 997 * VOYA Invesco V.I. Core Equity Fund SI$34K<0.1%
Brighthouse Life Insurance Company Janus Henderson Overseas Portfolio$32K<0.1%
VOYA Small Company Portfolio I$31K<0.1%
American Funds Short-Term Bond Fund of America$29K<0.1%
American Funds International Vantage Fund$25K<0.1%
American Funds Growth Portfolio$25K<0.1%
VOYA Fidelity VIP Overseas Portfolio I$22K<0.1%
VOYA International Hi Div Low Volume Portfolio ** 458 * VOYA VY TRwPr Growth Equity Portfolio I$21K<0.1%
American Funds Emerging Markets Bond Fund$20K<0.1%
American Funds 2060 Target Date Retirement Fund$20K<0.1%
American Funds Multi-Sector Income Fund$16K<0.1%
American Funds American Funds Mortgage Fund$15K<0.1%
Showing top 200 of 216 investments by value.