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Original filing (PDF)20251014164050NAL0004552592001
LIFECARE ALLIANCE
Form 5500
FILING_RECEIVED
LIFECARE ALLIANCE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
276
Accounts w/ balance
232
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFECARE ALLIANCE.
Plan sponsor
Name
LIFECARE ALLIANCE
EIN
31-4379494
Address
1699 WEST MOUND STREET · COLUMBUS, OH · 43223
Phone
(614) 278-3130
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
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP | — | DUBLIN, OH | NONE | $17K | — |
Investments
34 direct securities · 3 pooled funds· $5.1M(97% 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.
Uncategorized
$5.1M
34 holdings
Pooled Separate Account
$16K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Large-Cap Growth Index Fund R6 | — | — | — | $749K | 14.2% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $541K | 10.2% | |
| Dodge & Cox Income Fund X | — | — | — | $530K | 10.0% | |
| Vanguard Equity Income Fund Admiral | — | — | — | $448K | 8.5% | |
| American Funds Europacific Growth Fund R6 | — | — | — | $402K | 7.6% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $323K | 6.1% | |
| Vanguard Midcap Value Index Fund Admiral | — | — | — | $245K | 4.6% | |
| Standard Insurance Company Stable Asset Fund II | — | — | — | $227K | 4.3% | |
| Vanguard Midcap Growth Index | — | — | — | $195K | 3.7% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $183K | 3.5% | |
| Vanguard Small Cap Growth Index | — | — | — | $177K | 3.4% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $132K | 2.5% | |
| Principal Real Estate Securities Institutional | — | — | — | $118K | 2.2% | |
| Principal High Yield Institutional | — | — | — | $98K | 1.9% | |
| American Funds New World Fund R6 | — | — | — | $96K | 1.8% | |
| Vanguard Small Cap Value Index | — | — | — | $95K | 1.8% | |
| Vanguard Total Intl Bond Index Admiral | — | — | — | $92K | 1.7% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $91K | 1.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $81K | 1.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $80K | 1.5% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $52K | 1.0% | |
| Columbia Midcap Index Fund Institutional 2 | — | — | — | $38K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $29K | 0.6% | |
| JP Morgan US Equity R6 | — | — | — | $21K | 0.4% | |
| Vanguard Target Retirement Income Inv | — | — | — | $18K | 0.3% | |
| VALIC Fixed Account Plus | — | — | — | $16K | 0.3% | |
| American Funds New Perspective Fund R6 | — | — | — | $12K | 0.2% | |
| VALIC COMPANY I,II,III VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| Vanguard Wellesley® Income Admiral | — | — | — | $8K | 0.2% | |
| VANGUARD WELLINGTON FUND VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VALIC Company I Mid Cap Index Fund | — | — | — | $3K | <0.1% | |
| VALIC Company II Small Cap Value Fund | — | — | — | $2K | <0.1% | |
| VALIC Company I Stock Index Fund | — | — | — | $2K | <0.1% | |
| VALIC Company I Small Cap Index Fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1K | <0.1% | |
| VANGUARD WINDSOR II VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VALIC Company I Small Cap Special Value Fund | — | — | — | $1K | <0.1% |