Original filing (PDF)20251014141025NAL0004185472001

HEALTH UNION, LLC

Name: HEALTH UNION, LLC — HEALTH UNION, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEALTH UNION, LLC

Form 5500

FILING_RECEIVED

HEALTH UNION, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

181

Accounts w/ balance

226

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH UNION, LLC.

Plan sponsor

Name

HEALTH UNION, LLC

EIN

27-1696312

Address

1218 CHESTNUT ST 3RD FLOOR · PHILADELPHIA, PA · 19107

Phone

(484) 985-9715

Industry

Information / Tech / Mediasee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	—	NEW YORK, NY	INVESTMENT ADVISOR	$17K	—

Investments

27 direct securities· $12.3M(100% of reported assets)

Other securities

$12.2M

25 holdings

Common Collective Trusts

$67K

1 holding

Cash / Money Market

$50K

1 holding

					% of plan
American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$2.1M	16.8%
American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$1.8M	14.6%
American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$1.6M	13.4%
American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$1.6M	13.3%
AB Large Cap Growth Fund	Other securities	—	—	$1.4M	11.1%
American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$902K	7.3%
American Funds Washington Mutual Fund	Other securities	—	—	$458K	3.7%
American Funds New Perspective Fund	Other securities	—	—	$400K	3.3%
Fidelity 500 Index Fund	Other securities	—	—	$287K	2.3%
American Funds 2010 Target Date Retirement Fund 516 * American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$283K	2.3%
American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$252K	2.0%
American Funds American Balanced Fund	Other securities	—	—	$179K	1.5%
Hartford Schroders International Stock Fund	Other securities	—	—	$170K	1.4%
American Funds Capital Income Builder Fund	Other securities	—	—	$155K	1.3%
American Funds Small Cap World Fund	Other securities	—	—	$106K	0.9%
American Funds Bond Fund of America	Other securities	—	—	$103K	0.8%
Fidelity U.S. Bond Index Fund	Other securities	—	—	$72K	0.6%
maturities through 2029	Other securities	—	—	$69K	0.6%
American Funds High Income Trust Fund	Common Collective Trusts	—	—	$67K	0.5%
American Funds New World Fund	Other securities	—	—	$58K	0.5%
American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$56K	0.5%
American Funds U.S. Government Money Market Fund	Cash / Money Market	—	—	$50K	0.4%
Fidelity Mid Cap Index Fund	Other securities	—	—	$39K	0.3%
Fidelity Total International Index Fund	Other securities	—	—	$32K	0.3%
American Funds Global Balanced Fund	Other securities	—	—	$21K	0.2%
Vanguard Equity-Income Fund	Other securities	—	—	$12K	<0.1%
Fidelity Small Cap Index Fund	Other securities	—	—	$12K	<0.1%