Original filing (PDF)20251014124527NAL0001363875001

AMERICAN SENIOR COMMUNITIES, L.L.C.

Name: AMERICAN SENIOR COMMUNITIES, L.L.C. — AMERICAN SENIOR COMMUNITIES, L.L.C. MASTER WELFARE PLAN, Form 5500 (2024)
Creator: AMERICAN SENIOR COMMUNITIES, L.L.C.

Form 5500

FILING_RECEIVED

AMERICAN SENIOR COMMUNITIES, L.L.C. MASTER WELFARE PLAN

Health & welfare plan

Signals · 4

65% in single holding~3884 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

7,045

Accounts w/ balance

—

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN SENIOR COMMUNITIES, L.L.C..

Plan sponsor

Name

AMERICAN SENIOR COMMUNITIES, L.L.C.

EIN

35-2077389

Address

6900 SOUTH GRAY ROAD · INDIANAPOLIS, IN · 46237

Phone

(317) 788-2500

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANTHEM INSURANCE COMPANIES, INC.	35-0781558	—	NONE	$1.5M	—
CONNER HEALTH AND BENEFITS INC	47-2310802	—	NONE	$253K	—
TRUERX MANAGEMENT SEERVICES, INC.	26-0502364	WASHINGTON, IN	NONE	$233K	—
GARNER HEALTH TECHNOLOGY	84-3555449	—	NONE	$220K	—
RX HELP CENTERS	—	INDIANAPOLIS, IN	NONE	$99K	—
WEX BENEFITS

Investments

3 direct securities· $6.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fifth Third Bank Cash - Contribution Account	—	—	$3.9M	$3.9M	64.5%
Fifth Third Bank Cash - Disbursement Account	—	—	$1.5M	$1.5M	25.3%
Fifth Third Bank Cash - Flex Plan Account	—	—	$620K	$620K	10.2%

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