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Original filing (PDF)20251013081508NAL0000369331004
GEISINGER SYSTEM SERVICES
Form 5500
FILING_RECEIVED
GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM
403(b) retirement plan
Signals · 1
7 service providers
Active participants
25,987
Accounts w/ balance
8,017
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
7 pooled trusts
Schedule D
124 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (0 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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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)
7 rowsRecordkeeper
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPS CO | 04-2647786 | — | RECORDKEEPER | $43K | — |
| METROPOLITAN LIFE INSURANCE CO | — | CHARLOTTE, NC | RECORDKEEPER | $77 | — |
| FIDELITY INVESTMENTS INST OPS CO | 04-2647786 | — | RECORDKEEPER | $0 | — |
| EQUITABLE FINANCIAL LIFE INS CO. | 13-5570651 | — | RECORDKEEPER | $0 | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | CONTRACT ADMINISTRATOR | $1K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | CONTRACT ADMINISTRATOR | $229 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | CONTRACT ADMINISTRATOR | $25 | — |
Investments
122 direct securities · 7 pooled funds· $1.1B(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
$911.7M
119 holdings
Mutual Funds
$141.1M
1 holding
Pooled Separate Account
$1.8M
7 holdings
Pooled Separate Accounts
$590K
1 holding
Guaranteed Income / GIC
$439K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund - Institutional N/R | Mutual Funds | — | — | $141.1M | 13.4% | |
| Fidelity Investments Fidelity Growth Company K N/R | — | — | — | $105.3M | 10.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 PRM N/R | — | — | — | $93.3M | 8.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 PRM N/R | — | — | — | $92.5M | 8.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 PRM N/R | — | — | — | $89.4M | 8.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 PRM N/R | — | — | — | $77.8M | 7.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 PRM N/R | — | — | — | $73.9M | 7.0% | |
| Fidelity Investments Fidelity Freedom Index 2050 PRM N/R | — | — | — | $63.6M | 6.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 PRM N/R | — | — | — | $33.6M | 3.2% | |
| Fully Benefit-Responsive Investment Contracts * Lincoln National Life Insurance Company Lincoln Fixed Account N/R | — | — | — | $31.7M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 PRM N/R | — | — | — | $30.6M | 2.9% | |
| Vanguard Mid Cap Index Fund - Institutional N/R | — | — | — | $21.8M | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 PRM N/R | — | — | — | $18.5M | 1.8% | |
| Metropolitan West Metropolitan West Total Return Bond P N/R | — | — | — | $18.4M | 1.8% | |
| Fidelity Investments Fidelity International Discover Fund K6 N/R | — | — | — | $17.4M | 1.7% | |
| Vanguard Total Bond Market Index - Institutional N/R | — | — | — | $17.0M | 1.6% | |
| John Hancock John Hancock Discipline Value R6 N/R | — | — | — | $16.9M | 1.6% | |
| Vanguard Smallcap Index Institutional N/R | — | — | — | $15.9M | 1.5% | |
| Fidelity Investments Fidelity International Index Institutional N/R | — | — | — | $14.9M | 1.4% | |
| JP Morgan JP Morgan Midcap Value L N/R | — | — | — | $13.2M | 1.3% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund N/R | — | — | — | $13.1M | 1.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 PRM N/R | — | — | — | $6.3M | 0.6% | |
| Victory S Small Co. Op. Y N/R | — | — | — | $4.5M | 0.4% | |
| CREF Separate Accounts * CREF Stock Account N/R | — | — | — | $4.5M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 PRM N/R | — | — | — | $4.0M | 0.4% | |
| Loomis Small Cap Growth N N/R | — | — | — | $3.7M | 0.4% | |
| TIAA Access Core Bond Plus N/R 629 Total TIAA variable annuity accounts | — | — | — | $3.6M | 0.3% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $3.5M | 0.3% | |
| CREF Growth Account N/R | — | — | — | $3.0M | 0.3% | |
| TIAA Traditional Annuity Benefit-Responsive N/R | — | — | — | $2.8M | 0.3% | |
| Fidelity Investments FID FDM IDX INC PRM N/R | — | — | — | $2.4M | 0.2% | |
| CREF Social Choice Account N/R | — | — | — | $2.0M | 0.2% | |
| CREF Equity Index Account N/R | — | — | — | $1.8M | 0.2% | |
| CREF Core Bond N/A | — | — | — | $1.1M | 0.1% | |
| CREF Global Equities Account N/R | — | — | — | $1.1M | 0.1% | |
| Fidelity Investments FID FDM IDX 2065 PRM N/R | — | — | — | $880K | <0.1% | |
| SEPARATE ACCOUNT BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $752K | <0.1% | |
| TIAA Variable Annuity Accounts * TIAA Access Lifecycle 2035 N/R | — | — | — | $725K | <0.1% | |
| TIAA Access Lifecycle 2030 N/R | — | — | — | $692K | <0.1% | |
| CREF Money Market Account N/R | — | — | — | $667K | <0.1% | |
| (NAV) * TIAA Real Estate Account N/R | Pooled Separate Accounts | — | — | $590K | <0.1% | |
| s * Metlife Group Choice EG N/R | Guaranteed Income / GIC | — | — | $439K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $434K | <0.1% | |
| TIAA Access Lifecycle 2040 N/R | — | — | — | $423K | <0.1% | |
| Brighthouse Life Insurance Company T-FLEX Fixed Annuity N/R | — | — | — | $420K | <0.1% | |
| Separate Accounts (RDFV) * MetLife Stock Index Port N/R | — | — | — | $401K | <0.1% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $371K | <0.1% | |
| CREF Inflation-Linked Bond Account N/R | — | — | — | $368K | <0.1% | |
| Guaranteed Annuity Contract * TIAA Traditional Non-Benefit Responsive Annuity Accounts N/R | — | — | — | $338K | <0.1% | |
| TIAA Access Lifecycle 2025 N/R | — | — | — | $335K | <0.1% | |
| TIAA Access Lifecycle 2020 N/R | — | — | — | $324K | <0.1% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $219K | <0.1% | |
| Metlife Fixed Rider N/R | — | — | — | $215K | <0.1% | |
| TIAA Access Lifecycle 2045 N/R | — | — | — | $193K | <0.1% | |
| VOYA SEPARATE ACCOUNT CF 6736 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $183K | <0.1% | |
| SEPARATE ACCOUNT BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $171K | <0.1% | |
| TIAA Access S&P 500 Index N/R | — | — | — | $151K | <0.1% | |
| Brighthouse Life Insurance Company Brighthouse Asset Allocation 80 N/R | — | — | — | $113K | <0.1% | |
| TIAA Access Lifecycle 2050 N/R | — | — | — | $107K | <0.1% | |
| MetLife Russell 2000(R) Index N/R | — | — | — | $105K | <0.1% | |
| TIAA Access Large-Cap Growth N/R | — | — | — | $78K | <0.1% | |
| United of Omaha Life Insurance Company United of Omaha Secure Plus 2000 N/R | — | — | — | $78K | <0.1% | |
| TIAA Access Growth & Income N/R | — | — | — | $72K | <0.1% | |
| MetLife Met Aggregate Bond Index N/R | — | — | — | $70K | <0.1% | |
| MetLife MSCI EAFE(R) Index N/R | — | — | — | $66K | <0.1% | |
| Metlife GTS Fixed Account N/R | — | — | — | $59K | <0.1% | |
| TIAA Access Lifecycle 2010 N/R | — | — | — | $59K | <0.1% | |
| MetLife Jennison Growth Portfolio N/R | — | — | — | $57K | <0.1% | |
| TIAA Access Large-Cap Value N/R | — | — | — | $53K | <0.1% | |
| TIAA Access Equity Index N/R | — | — | — | $50K | <0.1% | |
| Voya Growth and Income Port I N/R | — | — | — | $50K | <0.1% | |
| SEPARATE ACCOUNT EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $50K | <0.1% | |
| Voya Fidelity VIP Growth Portfolio I N/R | — | — | — | $49K | <0.1% | |
| TIAA Access Lifecycle 2015 N/R | — | — | — | $46K | <0.1% | |
| MetLife Clarion Glbl Real Estate N/R | — | — | — | $38K | <0.1% | |
| TIAA Access Quant Small-Cap Equity N/R | — | — | — | $37K | <0.1% | |
| Equitable Life Insurance Company AXA Moderate Allocation N/R | — | — | — | $36K | <0.1% | |
| TIAA Access International Equity Index N/R | — | — | — | $36K | <0.1% | |
| Brighthouse Life Insurance Company Loomis Sayles Growth Port N/R | — | — | — | $34K | <0.1% | |
| TIAA Access Small-Cap Blend Index N/R | — | — | — | $29K | <0.1% | |
| T. Rowe Price T. Rowe Retire 2040 N/R | — | — | — | $26K | <0.1% | |
| SEPARATE ACCOUNT METROPOLITAN LIFE OF CT · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $25K | <0.1% | |
| Voya Fixed Plus Account N/R | — | — | — | $22K | <0.1% | |
| TIAA Access Mid-Cap Growth N/R | — | — | — | $20K | <0.1% | |
| TIAA Access Vanguard Selected Value N/R | — | — | — | $19K | <0.1% | |
| TIAA Access Large-Cap Value Index N/R | — | — | — | $18K | <0.1% | |
| Lincoln National Life Insurance Company The Lincoln National Life Insurance Company N/R | — | — | — | $18K | <0.1% | |
| Voya Index Plus LargeCap Portfolio I N/R | — | — | — | $18K | <0.1% | |
| Equitable Life Insurance Company AXA Guaranteed Interest Account N/R | — | — | — | $17K | <0.1% | |
| Voya VY Invesco Eqty & Inc Port I N/R | — | — | — | $15K | <0.1% | |
| TIAA Access Real Estate Securities N/R | — | — | — | $14K | <0.1% | |
| TIAA Access Vanguard Small-Cap Value Index N/R | — | — | — | $14K | <0.1% | |
| TIAA Access Vanguard Emerging Markets Stock Ondex N/R | — | — | — | $12K | <0.1% | |
| Voya Balance Income Port Ins N/R | — | — | — | $12K | <0.1% | |
| TIAA Access Lifecycle 2055 N/R | — | — | — | $12K | <0.1% | |
| Brighthouse Life Insurance Company BH/Wellington Balanced N/R | — | — | — | $12K | <0.1% | |
| TIAA Access Bond Index N/R | — | — | — | $11K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity N/R | — | — | — | $11K | <0.1% | |
| TIAA Access Inflation-Linked Bond N/R | — | — | — | $10K | <0.1% | |
| TIAA Access Social Choice Equity N/R | — | — | — | $10K | <0.1% | |
| TIAA Access High-Yield N/R | — | — | — | $10K | <0.1% | |
| Brighthouse Life Insurance Company Invesco Global Equity N/R | — | — | — | $10K | <0.1% | |
| TIAA Access Western Asset Core Plus Bond N/R | — | — | — | $9K | <0.1% | |
| TIAA Access TRP Institutional Large-Cap Growth N/R | — | — | — | $8K | <0.1% | |
| TIAA Access Core Bond N/R | — | — | — | $8K | <0.1% | |
| Brighthouse Life Insurance Company Brighthouse Asset Allocation 100 N/R | — | — | — | $8K | <0.1% | |
| Brighthouse Life Insurance Company Fidelity VIP Eqty-Income Port I N/R | — | — | — | $8K | <0.1% | |
| Equitable Life Insurance Company AXA EQ/Com Stock Index N/R | — | — | — | $8K | <0.1% | |
| Brighthouse Life Insurance Company SSGA GrInc ETF N/R | — | — | — | $7K | <0.1% | |
| Voya Fidelity VIP Eqty Income N/R | — | — | — | $7K | <0.1% | |
| Voya Small Company Portfolio I N/R | — | — | — | $7K | <0.1% | |
| Equitable Life Insurance Company AXA Multimanager Aggressive Equity N/R | — | — | — | $7K | <0.1% | |
| TIAA Access American Funds EuroPacific Growth N/R | — | — | — | $6K | <0.1% | |
| Voya VY TRowePrice Grwth Eqty Port I N/R | — | — | — | $5K | <0.1% | |
| Voya Solutions Aggress Pt I N/R | — | — | — | $5K | <0.1% | |
| Voya Fixed Account N/R | — | — | — | $5K | <0.1% | |
| TIAA Access Vanguard Wellington N/R | — | — | — | $5K | <0.1% | |
| Brighthouse Life Insurance Company West As Mgt U.S. Govt Por N/R | — | — | — | $4K | <0.1% | |
| Voya VY Inv Global Port I N/R | — | — | — | $4K | <0.1% | |
| BNY Mellon BNY Mellon S&P 500 Index Fund N/R | — | — | — | $3K | <0.1% | |
| TIAA Access DFA Emerging Markets Equity Portfolio N/R | — | — | — | $3K | <0.1% | |
| MetLife MFS Research International N/R | — | — | — | $3K | <0.1% | |
| TIAA Access Mid-Cap Value N/R | — | — | — | $3K | <0.1% | |
| TIAA Access Vanguard Explorer N/R | — | — | — | $2K | <0.1% | |
| Voya VY TRowePrice Divr MdCp Gr Pt I N/R | — | — | — | $2K | <0.1% | |
| BNY Mellon BNY Mellon Bond Market Index Fund N/R | — | — | — | $2K | <0.1% | |
| Voya Intermediate Bond Port I N/R | — | — | — | $2K | <0.1% | |
| Voya Global Bond Port I N/R | — | — | — | $1K | <0.1% | |
| Voya Govt Money Market Portfolio I N/R | — | — | — | $1K | <0.1% |
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