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Original filing (PDF)20251013081508NAL0000369331002
GEISINGER SYSTEM SERVICES
Form 5500
FILING_RECEIVED
GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN
401(k) retirement plan
Active participants
24,845
Accounts w/ balance
31,905
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
18 pooled trusts
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEISINGER SYSTEM SERVICES.
Plan sponsor
Name
GEISINGER SYSTEM SERVICES
EIN
23-2164794
Address
100 N ACADEMY AVE, MC 49-70 · DANVILLE, PA · 178229800
Phone
(570) 271-6640
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
GEISINGER SYSTEM SERVICES
EIN
23-2164794
City
DANVILLE, PA
Phone
(570) 271-6640
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTL OPERS CO | 04-2647786 | — | RECORDKEEPER | $916K | — |
| FIDELITY INVESTMENTS INSTL OPERS | 04-2647786 | — | RECORDKEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE LLP | 30-1413433 | WILLIAMSPORT, PA | ACCOUNTANT/AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY | 52-1833270 | — | NONE | $575 | — |
Investments
50 direct securities · 18 pooled funds· $5.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.5B
48 holdings
Common Collective Trust
$2.3B
16 holdings
Mutual Funds
$283.8M
1 holding
Pooled Separate Account
$562K
2 holdings
Guaranteed Income / GIC
$110K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus N/R | Mutual Funds | — | — | $283.8M | 9.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 R N/R | — | — | — | $281.8M | 9.5% | |
| FID FRDM INX 2040 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $281.8M | 9.5% | |
| Collective Trust Funds * Fidelity Investments Fidelity Freedom Index 2030 R N/R | — | — | — | $280.5M | 9.5% | |
| FID FRDM INX 2030 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $280.5M | 9.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 R N/R | — | — | — | $277.6M | 9.4% | |
| FID FRDM INX 2050 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $277.6M | 9.4% | |
| Fidelity Investments Fidelity Freedom Index2035 R N/R | — | — | — | $269.5M | 9.1% | |
| FID FRDM INX 2035 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $269.5M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 R N/R | — | — | — | $259.2M | 8.8% | |
| FID FRDM INX 2045 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $259.2M | 8.8% | |
| FID GROWTH CO POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 135 | Common Collective Trust | — | — | $225.2M | 7.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 R N/R | — | — | — | $190.8M | 6.4% | |
| FID FRDM INX 2055 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $190.8M | 6.4% | |
| Fidelity Investments Fidelity Freedom Index 2025 R N/R | — | — | — | $174.5M | 5.9% | |
| FID FRDM INX 2025 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $174.5M | 5.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 R N/R | — | — | — | $94.7M | 3.2% | |
| FID FRDM INX 2060 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $94.7M | 3.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 R N/R | — | — | — | $85.7M | 2.9% | |
| FID FRDM INX 2020 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $85.7M | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2015 R N/R | — | — | — | $44.3M | 1.5% | |
| FID FRDM INX 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $44.3M | 1.5% | |
| Vanguard Mid Cap Index Fund - Institutional Shares N/R | — | — | — | $43.9M | 1.5% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | — | — | — | $35.2M | 1.2% | |
| John Hancock John Hancock Discipline Value R6 N/R | — | — | — | $33.9M | 1.1% | |
| TCW TWC/MW Total Return CIT N/R | — | — | — | $33.9M | 1.1% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $33.9M | 1.1% | |
| JP Morgan Chase JP Morgan Midcap Value Individual Shares N/R | — | — | — | $31.4M | 1.1% | |
| Fidelity Investments Fidelity International Discovery Fund K6 N/R | — | — | — | $30.4M | 1.0% | |
| FID FRDM INX 2065 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $29.7M | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 R N/R | — | — | — | $29.7M | 1.0% | |
| Vanguard Small Cap Index- Institutional Shares N/R | — | — | — | $25.6M | 0.9% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund N/R | — | — | — | $24.1M | 0.8% | |
| Vanguard Total Bond Market Index - Institutional Shares N/R | — | — | — | $22.2M | 0.8% | |
| Fidelity Investments Fidelity International Index N/R | — | — | — | $20.9M | 0.7% | |
| JP Morgan Chase JP Morgan Chase, Synthetic GIC with Global Wrap, 2,5820% N/R | — | — | — | $15.2M | 0.5% | |
| Prudential Insurance Company Prudential Insurance Co. of America, Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $13.5M | 0.5% | |
| Transamerica Corporation Transamerica Premier Life, Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $12.2M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 R N/R | — | — | — | $11.8M | 0.4% | |
| FID FRDM INX 2010 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $11.8M | 0.4% | |
| Nationwide Life Insurance Company Nationwide Life Insurance Co., Synthetic GIC with Global Wrap, 2.5920% N/R | — | — | — | $11.5M | 0.4% | |
| Massachusetts Mutual Life Insurance Company MassMutual Life Insurance Co., Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $9.9M | 0.3% | |
| Metropolitan Life Insurance Company Metropolitan Life Insurance Co., Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $9.6M | 0.3% | |
| Pacific Life Insurance Company Pacific Life Insurance Co., Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $9.6M | 0.3% | |
| Loomis Small Cap Growth N/R | — | — | — | $9.4M | 0.3% | |
| American General Life American General Life, Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $9.3M | 0.3% | |
| Goldman Sachs Victory S SM CO OP N/R | — | — | — | $9.1M | 0.3% | |
| State Street Bank and Trust Company State Street Bank & Trust Co. Boston, Synthetic GIC with Global Wrap, 2.5820% N/R | — | — | — | $8.7M | 0.3% | |
| Fidelity Investments Fidelity Freedom Index INC R N/R | — | — | — | $6.4M | 0.2% | |
| FID FRDM INX INCOME R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $6.4M | 0.2% | |
| CREF Separate Accounts * CREF Stock Account N/R | — | — | — | $5.6M | 0.2% | |
| CREF Growth Account N/R | — | — | — | $4.9M | 0.2% | |
| Guaranteed Annuity Contract * TIAA Traditional Non Benefit-Responsive Annuity Accounts N/R | — | — | — | $4.0M | 0.1% | |
| Fidelity Investments Fidelity Short Term Investment Fund, 4,4393% N/R | — | — | — | $2.8M | <0.1% | |
| CREF Social Choice Account N/R | — | — | — | $2.4M | <0.1% | |
| CREF Equity Index Account N/R | — | — | — | $1.8M | <0.1% | |
| CREF Bond Market Account N/R | — | — | — | $1.3M | <0.1% | |
| CREF Global Equities Account N/R | — | — | — | $1.3M | <0.1% | |
| CREF Money Market Account N/R | — | — | — | $873K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $559K | <0.1% | |
| TIAA-CREF REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $552K | <0.1% | |
| CREF Inflation Linked Bond Account N/R | — | — | — | $163K | <0.1% | |
| s * United of Omaha Life Insurance Company United of Omaha Secure Plus 2000 N/R | Guaranteed Income / GIC | — | — | $110K | <0.1% | |
| Metlife Fixed Rider N/R | — | — | — | $25K | <0.1% | |
| NATIONWIDE LIFE INS. CO. SEPARATE A NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| Fidelity Investments | — | — | — | $4K | <0.1% | |
| JP Morgan Chase | — | — | — | $3K | <0.1% | |
| FID FRDM INX 2005 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |