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Original filing (PDF)20251014144923NAL0001570211001
GENESIS HEALTHCARE SYSTEM
Form 5500
FILING_RECEIVED
GENESIS PHYSICIANS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
197
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
1 pooled trust
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 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) 450-4710
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
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)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $72K | — |
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $60K | — |
| PRUDENTIAL RETIREMENT INSURANCE AND | 22-1211670 | — | NONE | $22K | — |
| REA & ASSOCIATES | 34-1311012 | — | NONE | $11K | — |
Investments
14 direct securities · 1 pooled fund· $39.7M(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
$37.8M
14 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group, Inc. Vanguard 500 Index Admiral Mutual Funds | — | — | — | $8.7M | 21.9% | |
| Empower Annuity Insurance Company Guaranteed Interest Account Guaranteed Interest Account | — | — | — | $5.8M | 14.7% | |
| Massachusetts Financial Services Company MFS International Value Mutual Funds | — | — | — | $4.4M | 11.0% | |
| PGIM Investments, LLC PGIM Jennision Growth R6 Mutual Funds | — | — | — | $3.8M | 9.5% | |
| American Funds Distributors, Inc. American Mutual Fund R6 Mutual Funds | — | — | — | $3.0M | 7.5% | |
| Victory Capital Management, Inc. Victory Sycamore Sml Com Opp Mutual Funds | — | — | — | $2.3M | 5.7% | |
| Vanguard Group, Inc. Vanguard Total Intl Stock Admiral Mutual Funds | — | — | — | $1.9M | 4.8% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.9M | 4.8% | |
| Saturna Capital Corporation Amana Mutual Fd Trust Gr Mutual Funds | — | — | — | $1.9M | 4.7% | |
| Janus Capital Management, LLC Janus Henderson Venture Mutual Funds | — | — | — | $1.7M | 4.3% | |
| Vanguard Group, Inc. Vanguard Mid Cap Idx Fd Mutual Funds | — | — | — | $1.6M | 3.9% | |
| Vanguard Group, Inc. Vanguard Total BD Idx Mutual Funds | — | — | — | $1.3M | 3.3% | |
| PGIM Investments, LLC PGIM Total Return BD R6 Mutual Funds | — | — | — | $1.1M | 2.7% | |
| Self Directed Brokerage Accounts Self Directed Brokerage Accounts Self Directed Brokerage Accounts | — | — | — | $254K | 0.6% | |
| Maturing at various dates through 2028, * Participant loans Interest rates: 9.00% - 9.50% | — | — | — | $82K | 0.2% |
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