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Original filing (PDF)20250808095449NAL0002566691001
LUMERIS HEALTHCARE OUTCOMES
Form 5500
FILING_RECEIVED
LUMERIS 401(K) PLAN
401(k) retirement plan
Active participants
909
Accounts w/ balance
1,619
Plan assets (EOY)
$165.6M
Net assets (EOY)
$165.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMERIS HEALTHCARE OUTCOMES.
Plan sponsor
Name
LUMERIS HEALTHCARE OUTCOMES
EIN
26-3628710
Address
13900 RIVERPORT DR · MARYLAND HEIGHTS, MO · 63043
Phone
(314) 209-3284
Industry
Finance & Insurancesee 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
2025-08-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TOPEL FORMAN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $123K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | CONSULTANT | $40K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | CONSULTANT | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOPEL FORMAN | 36-2469413 | — | ACCOUNTANT | $15K | — |
Investments
29 direct securities · 1 pooled fund· $169.9M(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
$165.6M
29 holdings
Common Collective Trust
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Companies | — | — | — | $24.0M | 14.5% | |
| Vanguard Target Retirement 2045 Registered Investment Companies | — | — | — | $16.2M | 9.8% | |
| Fidelity Contrafund - Class K Registered Investment Companies | — | — | — | $14.7M | 8.9% | |
| Vanguard Target Retirement 2055 Registered Investment Companies | — | — | — | $13.6M | 8.2% | |
| Vanguard Target Retirement 2030 Registered Investment Companies | — | — | — | $13.2M | 8.0% | |
| Vanguard Target Retirement 2035 Registered Investment Companies | — | — | — | $12.8M | 7.7% | |
| Vanguard Target Retirement 2040 Registered Investment Companies | — | — | — | $12.7M | 7.7% | |
| Vanguard Target Retirement 2050 Registered Investment Companies | — | — | — | $12.6M | 7.6% | |
| Victory Portfolios Sycamore ESTB R6 Registered Investment Companies | — | — | — | $5.6M | 3.4% | |
| Vanguard Target Retirement 2025 Registered Investment Companies | — | — | — | $5.3M | 3.2% | |
| Fidelity Managed Income Portfolio Common Collective Trust | — | — | — | $4.6M | 2.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.3M | 2.6% | |
| Blackrock Equity Dividend - Class K Registered Investment Companies | — | — | — | $4.2M | 2.5% | |
| Vanguard Target Retirement 2060 Registered Investment Companies | — | — | — | $3.8M | 2.3% | |
| Eaton Vance Atlanta Capital SMID- Cap Fund- Class R6 Registered Investment Companies | — | — | — | $2.5M | 1.5% | |
| Fidelity Strategic Income Registered Investment Companies | — | — | — | $2.5M | 1.5% | |
| Fidelity Small Cap Index Registered Investment Companies | — | — | — | $2.1M | 1.2% | |
| Thornburg International Value R6 Registered Investment Companies | — | — | — | $2.0M | 1.2% | |
| Fidelity International Index Registered Investment Companies | — | — | — | $2.0M | 1.2% | |
| Notes Receivable from Participants 4.25% to 9.50% | — | — | — | $1.7M | 1.0% | |
| Vanguard Target Retirement 2020 Registered Investment Companies | — | — | — | $1.7M | 1.0% | |
| Fidelity Mid Cap Index Registered Investment Companies | — | — | — | $1.7M | 1.0% | |
| JP Morgan Small Cap Value - Class R6 Registered Investment Companies | — | — | — | $1.3M | 0.8% | |
| Fidelity US Bond Index Registered Investment Companies | — | — | — | $1.2M | 0.7% | |
| Loomis Sayles Core Plus Bond Fund - Class Y Registered Investment Companies | — | — | — | $913K | 0.6% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class Registered Investment Companies | — | — | — | $741K | 0.4% | |
| Vanguard Target Retirement Income Registered Investment Companies | — | — | — | $722K | 0.4% | |
| JH Triton Fund Class N Registered Investment Companies | — | — | — | $491K | 0.3% | |
| Vanguard Target Retirement 2065 Registered Investment Companies | — | — | — | $487K | 0.3% | |
| Vanguard Target Retirement 2070 Registered Investment Companies | — | — | — | $158K | <0.1% |
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