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Original filing (PDF)20251013103928NAL0000490291001
TRINITY HEALTH CORPORATION
Form 5500
FILING_RECEIVED
GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
4,699
Accounts w/ balance
6,370
Plan assets (EOY)
$360.7M
Net assets (EOY)
$360.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY HEALTH CORPORATION.
Plan sponsor
Name
TRINITY HEALTH CORPORATION
EIN
35-1443425
Address
20555 VICTOR PARKWAY · LIVONIA, MI · 48152
Phone
(734) 343-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $414K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | 38-3649535 | — | ADVISOR | $8K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO LLC | 41-1944416 | — | ADVI | $9K | — |
Investments
30 direct securities· $362.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Retirement | — | — | — | $58.4M | 16.2% | |
| Vanguard Instl Index | — | — | — | $50.3M | 13.9% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $31.9M | 8.8% | |
| Diamond Hill Diamond Hill Large Cap Y | — | — | — | $22.1M | 6.1% | |
| PIMCO RealPath Blend 2035 Instl | — | — | — | $15.3M | 4.2% | |
| Vanguard Extended Market Index Instl | — | — | — | $14.0M | 3.9% | |
| PIMCO RealPath Blend 2040 Instl | — | — | — | $12.7M | 3.5% | |
| PIMCO RealPath Blend 2050 Instl | — | — | — | $12.3M | 3.4% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Y | — | — | — | $12.1M | 3.3% | |
| PIMCO RealPath Blend 2030 Instl | — | — | — | $11.8M | 3.3% | |
| Vanguard Total Bond Market Index Instl | — | — | — | $10.8M | 3.0% | |
| PIMCO RealPath Blend 2045 Instl | — | — | — | $10.8M | 3.0% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $10.4M | 2.9% | |
| PIMCO RealPath Blend 2025 Instl | — | — | — | $10.0M | 2.8% | |
| Vanguard Inflation-Protected Secs Instl | — | — | — | $9.8M | 2.7% | |
| PIMCO RealPath Blend 2055 Instl | — | — | — | $7.8M | 2.2% | |
| T. Rowe Price T. Rowe Price New Horizons | — | — | — | $6.8M | 1.9% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 | — | — | — | $6.7M | 1.9% | |
| PIMCO RealPath Blend Inc Instl | — | — | — | $6.6M | 1.8% | |
| Charles Schwab Institutional Personal Choice Retirement Account | — | — | — | $6.4M | 1.8% | |
| PIMCO RealPath Blend 2060 Instl | — | — | — | $6.4M | 1.8% | |
| Artisian High Income Investor | — | — | — | $6.0M | 1.7% | |
| T. Rowe Price T. Rowe Price Global Growth Stock I | — | — | — | $5.0M | 1.4% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $5.0M | 1.4% | |
| Allspring SMID cap Gr R6 | — | — | — | $3.4M | 0.9% | |
| Columbia Small Cap Value II Inst3 | — | — | — | $3.3M | 0.9% | |
| Transamerica Retirement Solutions, LLC* Participant loans, interest rates ranging from 3.25% to 9.50% | — | — | — | $3.2M | 0.9% | |
| Participants Notes Receivable with interest rates of 3.25% to 9.50% | — | — | — | $2.1M | 0.6% | |
| PIMCO RealPath Blend 2065 Instl | — | — | — | $1.4M | 0.4% | |
| Vanguard Federal Money Market | — | — | — | $94K | <0.1% |