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Original filing (PDF)20251015145219NAL0002606467001
LIFEPOINT HEALTH, INC.
Form 5500
FILING_RECEIVED
LIFEPOINT HEALTH, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
53,062
Accounts w/ balance
56,153
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.6B
How this plan invests
This plan
17 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 66% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEPOINT HEALTH, INC..
Plan sponsor
Name
LIFEPOINT HEALTH, INC.
EIN
27-0500485
Address
330 SEVEN SPRINGS WAY · BRENTWOOD, TN · 37027
Phone
(615) 920-7000
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2.0M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | PHILADELPHIA, PA | INVESTMENT ADVISOR | $80K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $2K | — |
| NATIONAL FINANCIAL SERVICES, LLC | 04-3523567 | — | NONE | $0 | — |
Investments
6 direct securities · 17 pooled funds· $2.6B(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.
Common Collective Trust
$2.2B
15 holdings
Uncategorized
$297.9M
6 holdings
Pooled Separate Account
$53.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX J BLACKROCK FUNDS · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $391.0M | 15.2% | |
| BLACKROCK LIFEPATH RET N BLACKROCK FUNDS · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $285.5M | 11.1% | |
| BLACKROCK LIFEPATH 2030 N BLACKROCK FUNDS · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $260.6M | 10.1% | |
| BLACKROCK LIFEPATH 2035 N BLACKROCK FUNDS · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $257.3M | 10.0% | |
| BLACKROCK LIFEPATH 2040 N BLACKROCK FUNDS · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $247.0M | 9.6% | |
| BLACKROCK LIFEPATH 2045 N BLACKROCK FUNDS · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $231.4M | 9.0% | |
| BLACKROCK LIFEPATH 2050 N BLACKROCK FUNDS · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $177.4M | 6.9% | |
| BLACKROCK LIFEPATH 2055 N BLACKROCK FUNDS · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $135.4M | 5.3% | |
| BLACKROCK RUSSELL 2000 INDEX-M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4352603 / PN 000 | Common Collective Trust | — | — | $97.0M | 3.8% | |
| Ameriprise Trust Company LifePoint Health Stable Value Fund | — | — | — | $94.7M | 3.7% | |
| Ameriprise Trust Company Am Fnd Europacific Grth R6 | — | — | — | $71.7M | 2.8% | |
| BLACKROCK LIFEPATH 2060 N BLACKROCK FUNDS · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $69.9M | 2.7% | |
| Blackrock Institutional Trust Company, N.A. Blackrock MC Equity Index Fund | — | — | — | $50.5M | 2.0% | |
| BLACKROCK MID CAP EQ IDX FD BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $50.5M | 2.0% | |
| WESTERN ASSET CORE BOND (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 841 | Pooled Separate Account | — | — | $42.7M | 1.7% | |
| Empower Self-directed brokerage accounts | — | — | — | $33.0M | 1.3% | |
| Notes receivable from participants Maturing at various dates through August 2036 with interest rates from 4.25% to 9.50% - | — | — | — | $32.0M | 1.2% | |
| BLACKROCK LIFEPATH 2065 N BLACKROCK FUNDS · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $28.5M | 1.1% | |
| J.P. Morgan Asset Management JPMorgan Emerging Markets R6 | — | — | — | $16.0M | 0.6% | |
| REAL ESTATE COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $10.3M | 0.4% | |
| GOLDMAN SACHS EMG MRKTS EQ INSIGHTS GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 033 | Common Collective Trust | — | — | $9.8M | 0.4% | |
| FIDELITY MANAGED INCOME PORTFOLIO C FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $716K | <0.1% | |
| BLACKROCK LIFEPATH 2025 N BLACKROCK FUNDS · EIN 82-1483157 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |