How big is Premier Health Partners' plan?

Premier Health Partners' plan reported $570.8M in assets and 13,042 participants for 2024.

Original filing (PDF)20251013123211NAL0000606323001

Premier Health Partners

Name: Premier Health Partners — Employee Retirement, Form 5500 (2024)
Creator: Premier Health Partners
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Retirement Savings Plan - Premier Health Partners

403(b) retirement plan · Premier Health Partners' Employee Retirement Savings Plan - Premier Health Partners held $570.8M in plan assets for 13,042 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

13,042

Accounts w/ balance

13,756

Plan assets (EOY)

$570.8M

Net assets (EOY)

$570.8M

People on this filing

Stacey M Lawson signed Premier Health Partners' 2024 Form 5500 as plan administrator.

Stacey M Lawson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Premier Health Partners' EIN is 31-1446699.

EIN 31-1446699

Plan number 002

Plan year 2024

ACK ID 20251013123211NAL0000606323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premier Health Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Health Partners' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREMIER HEALTH PARTNERS.

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How this plan invests

This plan

1 pooled trust

Schedule D

88 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

PREMIER HEALTH PARTNERS

EIN

all filings

Address

110 N. MAIN STREET 11TH FLOOR EAST · DAYTON, OH · 45402

Phone

(937) 499-5417

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2647786	—	RECORDKEEPER	$616K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER INVESTMENTS, LLC	13-2834414	—	INVESTMENT ADVISOR	$38K	—

Accountant / Auditor

Investments

88 direct securities · 1 pooled fund· $570.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$492.2M

22 holdings

Common Collective Trusts

$42.1M

4 holdings

Stable Value

$19.3M

1 holding

Mutual Funds

$8.6M

5 holdings

Pooled Separate Accounts

$5.4M

54 holdings

Self-Directed Brokerage

$2.9M

1 holding

Common Stocks

$327K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$464.3M Fidelity$46.1M Dodge & Cox$6.0M Voya$2.5M American Funds (Capital Group)$2.2M American Century$484K Vanguard$436K PIMCO$194K Invesco$108K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
CLARK SCHAEFER HACKETT & CO	31-0800053	—	AUDITOR	$16K	—

					% of plan
T. Rowe Price Retirement 2030 Trust Mutual funds	Other securities	—	—	$85.9M	15.1%
T. Rowe Price Retirement 2035 Trust Mutual funds	Other securities	—	—	$74.2M	13.0%
T. Rowe Price Retirement 2025 Trust Mutual funds	Other securities	—	—	$68.5M	12.0%
T. Rowe Price Retirement 2045 Trust Mutual funds	Other securities	—	—	$53.1M	9.3%
T. Rowe Price Retirement 2040 Trust Mutual funds	Other securities	—	—	$50.8M	8.9%
T. Rowe Price Retirement 2050 Trust Mutual funds	Other securities	—	—	$45.8M	8.0%
Fidelity 500 Index Fund Mutual funds	Common Collective Trusts	—	—	$32.2M	5.6%
T. Rowe Price Retirement 2055 Trust Mutual funds	Other securities	—	—	$31.4M	5.5%
T. Rowe Price Retirement 2060 Trust Mutual funds	Other securities	—	—	$22.8M	4.0%
Lincoln Stable Value Account Guaranteed investment	Stable Value	—	—	$19.3M	3.4%
T. Rowe Price Retirement 2020 Trust Mutual funds	Other securities	—	—	$18.5M	3.2%
Harbor Capital Appreciation Fund Mutual funds	Other securities	—	—	$12.8M	2.2%
Fidelity Extended Market Index Fund Mutual funds	Common Collective Trusts	—	—	$6.6M	1.2%
Participant Notes Receivable Interest rates from 4.25 - 9.50 percent $ -	Other securities	—	—	$4.9M	0.9%
T. Rowe Price Retirement 2015 Trust Mutual funds	Other securities	—	—	$4.8M	0.8%
Dodge & Cox Income Fund Mutual funds	Mutual Funds	—	—	$4.3M	0.7%
Conestoga Small Cap Fund Mutual funds	Other securities	—	—	$4.1M	0.7%
T. Rowe Price Retirement 2065 Trust Mutual funds	Other securities	—	—	$4.1M	0.7%
Diamond Hill Large Cap Fund Mutual funds	Other securities	—	—	$3.2M	0.6%
T. Rowe Price Retirement 2010 Trust Mutual funds	Other securities	—	—	$3.1M	0.5%
Fidelity Management Trust Company * Fidelity BrokerageLink Participant directed brokerage account	Self-Directed Brokerage	—	—	$2.9M	0.5%
American Funds EuroPacific Growth Fund Mutual funds	Mutual Funds	—	—	$2.0M	0.4%
Fidelity Global ex U.S. Index Fund Mutual funds	Common Collective Trusts	—	—	$2.0M	0.3%
VY TRowePrice Captl Apprec Port Srv Pooled separate account	Pooled Separate Accounts	—	—	$1.8M	0.3%
Westwood Quality SmallCap Fund Mutual funds	Other securities	—	—	$1.7M	0.3%
Dodge & Cox International Stock Fund Mutual funds	Mutual Funds	—	—	$1.7M	0.3%
Fidelity U.S. Bond Index Fund Mutual funds	Common Collective Trusts	—	—	$1.3M	0.2%
T. Rowe Price Retirement 2005 Trust Mutual funds	Other securities	—	—	$609K	0.1%
Fidelity VIP Contrafund Port I Pooled separate account	Pooled Separate Accounts	—	—	$560K	<0.1%
T. Rowe Price Retirement Balanced Fund Mutual funds	Other securities	—	—	$542K	<0.1%
contract * Voya Fixed Plus Account II Guaranteed investment	Other securities	—	—	$539K	<0.1%
American Century Global Bond Fund Mutual funds	Other securities	—	—	$484K	<0.1%
Vanguard Treasury Money Market Fund Mutual funds	Mutual Funds	—	—	$436K	<0.1%
Fidelity VIP Growth Port I Pooled separate account	Pooled Separate Accounts	—	—	$390K	<0.1%
Talcott Resolution Life Insurance Guaranteed investment Company General Account contract	Common Stocks	—	—	$327K	<0.1%
Voya Growth and Income Port I Pooled separate account	Pooled Separate Accounts	—	—	$319K	<0.1%
Voya Index Plus MidCap Portfolio I Pooled separate account	Pooled Separate Accounts	—	—	$287K	<0.1%
Voya Index Plus LargeCap Portfolio I Pooled separate account	Pooled Separate Accounts	—	—	$264K	<0.1%
Voya Index Plus SmallCap Portfolio I Pooled separate account	Pooled Separate Accounts	—	—	$250K	<0.1%
VY TRowePrice Divr MdCp Gr Port I Pooled separate account	Pooled Separate Accounts	—	—	$217K	<0.1%
PIMCO All Asset Fund Mutual funds	Mutual Funds	—	—	$185K	<0.1%
Voya Global Bond Port I Pooled separate account ** 385 * Voya Glob Insights Port Init Pooled separate account	Pooled Separate Accounts	—	—	$183K	<0.1%
Voya Fixed Account Guaranteed investment	Other securities	—	—	$156K	<0.1%
Fidelity VIP Eqty-Income Port I Pooled separate account	Pooled Separate Accounts	—	—	$125K	<0.1%
Voya Intermediate Bond Port I Pooled separate account	Pooled Separate Accounts	—	—	$110K	<0.1%
Voya Solution Aggress Pt I Pooled separate account	Pooled Separate Accounts	—	—	$92K	<0.1%
American Funds Growth Fnd R4 Pooled separate account	Pooled Separate Accounts	—	—	$80K	<0.1%
Voya Russell Large Cp Grw Ind Port I Pooled separate account	Pooled Separate Accounts	—	—	$69K	<0.1%
Voya Large Cap Growth Port Inst Pooled separate account	Pooled Separate Accounts	—	—	$54K	<0.1%
Invesco V.I. American Franchise Fd I Pooled separate account	Pooled Separate Accounts	—	—	$54K	<0.1%

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