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Original filing (PDF)20250915133235NAL0000748611001
HEALTH CARE SERVICE CORPORATION
Form 5500
FILING_RECEIVED
THE 401K PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
36,460
Accounts w/ balance
39,196
Plan assets (EOY)
$3.9B
Net assets (EOY)
$3.9B
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH CARE SERVICE CORPORATION.
Plan sponsor
Name
HEALTH CARE SERVICE CORPORATION
EIN
36-1236610
Address
1001 E. LOOKOUT DRIVE · RICHARDSON, TX · 75082
Phone
(972) 766-6192
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $128K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | — | CHICAGO, IL | INVESTMENT ADVISOR | $147K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | — | PITTSBURGH, PA | AUDITOR | $50K | — |
| PLANTE MORAN PLLC | 38-1357951 | — | AUDIT | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $46K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | OTHER | $8K | — |
Investments
20 direct securities · 18 pooled funds· $4.7B(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.
Pooled Separate Account
$2.7B
15 holdings
Uncategorized
$1.6B
19 holdings
Registered Investment Companies
$357.7M
1 holding
Common Collective Trust
$63.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (EAIC) Stable Value Fund | — | — | — | $733.2M | 18.7% | |
| DRYDEN S&P 500 INDEX FUND ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $553.2M | 14.1% | |
| LCG / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $531.0M | 13.6% | |
| Dodge & Cox International Stock Fund | Registered Investment Companies | — | — | $357.7M | 9.1% | |
| LCV / LSV ASSET MANAGEMENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $324.1M | 8.3% | |
| Large Cap Growth/LSV | — | — | — | $324.1M | 8.3% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $304.2M | 7.8% | |
| SCG / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $267.2M | 6.8% | |
| SCV / CEREDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 256 | Pooled Separate Account | — | — | $262.8M | 6.7% | |
| INTNL GROWTH I FUND (MGD BY AMCENT) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 845 | Pooled Separate Account | — | — | $259.4M | 6.6% | |
| International Gro AM Century | — | — | — | $259.4M | 6.6% | |
| MCG / ARTISAN PARTNERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $92.7M | 2.4% | |
| Mid Cap/Artisan | — | — | — | $92.7M | 2.4% | |
| Participant loans Interest rates ranging from 3.25% to 9.25% | — | — | — | $77.7M | 2.0% | |
| Mid Cap/Wellington | — | — | — | $51.2M | 1.3% | |
| MCV (SUB-ADV BY WELLINGTON MGMT) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $51.2M | 1.3% | |
| Northern Trust Investments, Inc. Northern Trust Ext EQ MK | — | — | — | $26.3M | 0.7% | |
| NT EXTENDED EQUITY MKT INDEX NL-TIE NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $26.3M | 0.7% | |
| DAY ONE IFX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $22.5M | 0.6% | |
| Northern Trust ACWI EXUS | — | — | — | $19.4M | 0.5% | |
| NT ACWI EX-US IMI-DC-NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $19.4M | 0.5% | |
| Northern Trust Agg Bd IND | — | — | — | $17.5M | 0.4% | |
| NT AGGREGATE BOND INDEX NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $17.5M | 0.4% | |
| IFX SEL AGGRESSIVE GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $5.8M | 0.1% | |
| IFX SEL CONSERVATIVE GROWTH FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $4.2M | 0.1% | |
| IFX Sel Conservative Growth | — | — | — | $3.9M | <0.1% | |
| IFX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $3.6M | <0.1% | |
| IFX LT Agg Growth | — | — | — | $3.6M | <0.1% | |
| IFX LT Balanced Fund | — | — | — | $3.4M | <0.1% | |
| IFX Sel LT Agg Growth Fund | — | — | — | $2.2M | <0.1% | |
| IFX SELECT INCOME & EQUITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $1.4M | <0.1% | |
| IFX Income & Equity | — | — | — | $1.4M | <0.1% | |
| IFX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $849K | <0.1% | |
| IFX Sel LT Growth | — | — | — | $478K | <0.1% | |
| IFX LT Growth Fund | — | — | — | $371K | <0.1% | |
| IFX Sel LT Conservative Growth | — | — | — | $355K | <0.1% | |
| IFX Sel LT Balanced | — | — | — | $200K | <0.1% | |
| IFX SEL LT Inc & Equity | — | — | — | $7K | <0.1% |