Back to filter
Original filing (PDF)20251006094536NAL0008940594001
VERITAS HHS, LLC
Form 5500
FILING_RECEIVED
VERITAS HHS 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
430
Accounts w/ balance
437
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
19 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Ameritas Life Insurance Corp. Separate Account G" is 30% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERITAS HHS, LLC.
Plan sponsor
Name
VERITAS HHS, LLC
EIN
27-5319964
Address
1120 LINCOLN STREET, SUITE 1300 · DENVER, CO · 802032137
Phone
(303) 830-1400
Industry
Public Administrationsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $8K | — |
Investments
12 direct securities · 19 pooled funds· $10.0M(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
$4.4M
12 holdings
Pooled Separate Account
$2.9M
1 holding
Common Collective Trust
$2.7M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INSUR CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $2.9M | 44.5% | |
| Guaranteed Investment Account Guaranteed Investment Contract N/A | — | — | — | $1.0M | 15.3% | |
| JP Morgan Large Cap Growth Fund, Class R6 Pooled Separate Account N/A | — | — | — | $694K | 10.5% | |
| State Street Small/Mid Cap Equity Index Fund, Class K Pooled Separate Account N/A | — | — | — | $660K | 10.0% | |
| State Street Equity 500 Index Fund, Class K Pooled Separate Account N/A | — | — | — | $507K | 7.7% | |
| LARGE CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $503K | 7.6% | |
| CORE PLUS BOND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $435K | 6.6% | |
| Pimco Income Fund, Institutional Class Pooled Separate Account N/A | — | — | — | $422K | 6.4% | |
| FLEXPATH INDEX + CONSERVATIVE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $367K | 5.5% | |
| International Equity Fund, Class I1 Common Collective Trust Fund N/A | — | — | — | $355K | 5.4% | |
| INTERNATIONAL EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $355K | 5.4% | |
| American Funds New World Fund, Class R6 Pooled Separate Account N/A | — | — | — | $346K | 5.2% | |
| FLEXPATH INDEX + MODERATE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $276K | 4.2% | |
| FLEXPATH INDEX + CONSERVATIVE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $198K | 3.0% | |
| MID CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $184K | 2.8% | |
| FLEXPATH INDEX + CONSERVATIVE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $173K | 2.6% | |
| Allspring Special Small Cap Value Fund, Institutional Class Pooled Separate Account N/A | — | — | — | $141K | 2.1% | |
| FLEXPATH INDEX + CONSERVATIVE RETIR GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $110K | 1.7% | |
| JPMorgan Mid Cap Growth, Class R6 Pooled Separate Account N/A | — | — | — | $77K | 1.2% | |
| Vanguard Explorer Fund, Admiral Shares Pooled Separate Account N/A | — | — | — | $72K | 1.1% | |
| Flexpath Index + Aggressive 2035 Fund, Class R1 Common Collective Trust Fund N/A | — | — | — | $45K | 0.7% | |
| FLEXPATH INDEX + AGRESSIVE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $45K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund, Inc., Class Z Pooled Separate Account N/A | — | — | — | $26K | 0.4% | |
| FLEXPATH INDEX + AGGRESSIVE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $8K | 0.1% | |
| FLEXPATH INDEX + CONSERVATIVE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX + MODERATE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH INDEX + AGGRESSIVE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $709 | <0.1% | |
| FLEXPATH INDEX + AGGRESSIVE RETIREM GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $599 | <0.1% | |
| FLEXPATH INDEX + MODERATE RETIRE GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $505 | <0.1% | |
| FLEXPATH INDEX + MODERATE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $471 | <0.1% | |
| FLEXPATH INDEX + MODERATE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $112 | <0.1% |
Related plans
Other plans using AMERITAS LIFE INSURANCE CORP
AMERITAS HOLDING COMPANY
AMERITAS 401(K) RETIREMENT PLAN
$821.8M · 2,458 participants
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
$649.1M
ATLAS TECHNICAL CONSULTANTS, LLC
ATLAS TECHNICAL CONSULTANTS 401(K) PLAN
$326.2M · 3,506 participants
TANDEM MANAGEMENT, LLC
TANDEM HR, LLC 401(K) PLAN
$309.9M · 9,352 participants
TANDEM HR, LLC
TANDEM HR, LLC 401(K) PLAN
$285.3M · 9,692 participants
ALPHASTAFF GROUP, INC.
ALPHASTAFF RETIREMENT SAVINGS PLAN
$252.3M · 7,291 participants
Similar-size Public Administration plans
SMITH COUNTY APPRAISAL DISTRICT
SMITH COUNTY APPRAISAL DISTRICT 401(K) PLAN
$6.6M · 29 participants
RESULTS FOR AMERICA, INC.
RESULTS FOR AMERICA, INC.403(B) PLAN
$6.7M · 93 participants
UNIFIED FIRE AUTHORITY
UNIFIED FIRE AUTHORITY HEALTH & WELFARE TRUST
$6.5M · 538 participants
ORGANIZATION OF STAFF ANALYSTS
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ORGANIZATION OF STAFF ANALYSTS
$6.8M · 20 participants
NEW ENGLAND STATE POLICE INFORMA
NESPIN INC. RETIREMENT PLAN
$6.4M · 31 participants
TRILOGY INTERACTIVE LLC
TRILOGY INTERACTIVE LLC 401K PLAN
$6.8M · 26 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B