Back to filter
Original filing (PDF)20251014142903NAL0004245072001
GENESIS HEALTHCARE SYSTEM
Form 5500
FILING_RECEIVED
GENESIS HEALTHCARE SYSTEM 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
3,980
Accounts w/ balance
4,507
Plan assets (EOY)
$75.4M
Net assets (EOY)
$75.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Empower Annuity Insurance Company Guaranteed Interest Account Guaranteed Interest Account" is 29% of plan.
- 34 bps in Schedule C fees — 115% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENESIS HEALTHCARE SYSTEM.
Plan sponsor
Name
GENESIS HEALTHCARE SYSTEM
EIN
31-1480941
Address
2951 MAPLE AVENUE · ZANESVILLE, OH · 43701
Phone
(740) 454-4710
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $115K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $94K | — |
| PRUDENTIAL RETIREMENT INSURANCE | 22-1211670 | — | NONE | $32K | — |
| REA & ASSOCIATES | 34-1310124 | — | NONE | $16K | — |
| NATIONWIDE | 31-4156860 | — | NONE | $2K | — |
Investments
15 direct securities · 4 pooled funds· $75.4M(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
$71.3M
15 holdings
Pooled Separate Account
$4.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Interest Account Guaranteed Interest Account | — | — | — | $22.1M | 29.3% | |
| Massachusetts Financial Services MFS International Value Mutual Funds | — | — | — | $14.8M | 19.6% | |
| PGIM Jennison Growth R6 Mutual Funds | — | — | — | $9.0M | 11.9% | |
| American Funds Distributors, Inc. American Mutual Fund R6 Mutual Funds | — | — | — | $7.8M | 10.4% | |
| Victory Capital Management Victory Sycamore Sml Com Opp Mutual Funds | — | — | — | $6.3M | 8.3% | |
| Janus Henderson Janus Henderson Venture Mutual Funds | — | — | — | $5.0M | 6.6% | |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $4.0M | 5.3% | |
| Vanguard Group Vanguard 500 Index Admiral Mutual Funds | — | — | — | $2.6M | 3.4% | |
| Maturing at various dates through 2034, * Participant loans Interest rates: 4.25 - 9.50% | — | — | — | $1.1M | 1.5% | |
| Vanguard Group Vanguard Mid Cap Idx Fd Mutual Funds | — | — | — | $993K | 1.3% | |
| PGIM Total Return BD R6 Mutual Funds | — | — | — | $780K | 1.0% | |
| Vanguard Group Vanguard Total Intl Stock Admiral Mutual Funds | — | — | — | $679K | 0.9% | |
| Vanguard Group Vanguard Total BD Idx Mutual Funds | — | — | — | $186K | 0.2% | |
| NVIT MULTMGRMDCAPVAL II NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $129K | 0.2% | |
| United of Omaha Life Insurance Company Guaranteed Interest Account Guaranteed Interest Account | — | — | — | $25K | <0.1% | |
| Empower Annuity Insurance Company Conservative Income Account Pooled Separate Account | — | — | — | $10K | <0.1% | |
| MEDLEY PSF PGIM 50/50 BALANCED PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $10K | <0.1% | |
| Empower Annuity Insurance Company Government Income Account Pooled Separate Account | — | — | — | $3K | <0.1% | |
| MEDLEY PSF PGIM GOVT INCOME PORTFOL THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 084 | Pooled Separate Account | — | — | $3K | <0.1% |