Back to filter
Original filing (PDF)20251010121024NAL0004218819001
HEALTHCARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE CO
Form 5500
FILING_RECEIVED
HCSC POST RETIREMENT BENEFIT PLAN
Health & welfare plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
3,735
Accounts w/ balance
—
Plan assets (EOY)
$272.4M
Net assets (EOY)
$272.2M
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Historical Cost Account Name HEALTHCARE SV. WELFARE BENEFIT Generated by Northern Trust from reviewed periodic data on 25 Feb 25 220,000.000130,000.000500,000.000180,000.000320,000.000430,000.000325,000.000100,000.000100,000.000220,000.000" is 41% of plan.
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHCARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE CO.
Plan sponsor
Name
HEALTHCARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE CO
EIN
36-1236610
Address
A02.012 · 1001 E LOOKOUT DR · RICHARDSON, TX · 750824144
Phone
(972) 766-6192
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
512
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | INVESTMENT MGR/TRUSTEE | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | AUDITORS | $54K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARY | $116K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | 04-2755549 | — | INVESTMENT MGR | $120K | — |
| DELOITTE TAX LLP | 86-1065772 | — | TAX PAYER | $10K | — |
Investments
5 direct securities · 1 pooled fund· $6.0M(2% 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.
Common Collective Trust
$5.8M
1 holding
Uncategorized
$147K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COLLECTIVE SHORT TERM INVESTMENT THE NORTHERN TRUST · EIN 36-6036794 / PN 001 | Common Collective Trust | — | — | $5.8M | 2.1% | |
| Historical Cost Account Name HEALTHCARE SV. WELFARE BENEFIT Generated by Northern Trust from reviewed periodic data on 25 Feb 25 220,000.000130,000.000500,000.000180,000.000320,000.000430,000.000325,000.000100,000.000100,000.000220,000.000 | — | — | $60K | $60K | <0.1% | |
| Historical Cost Account Name HEALTHCARE SV. WELFARE BENEFIT Generated by Northern Trust from reviewed periodic data on 25 Feb 25 275,000.000 | — | — | $75K | $50K | <0.1% | |
| Historical Cost Account Name HEALTHCARE SV. WELFARE BENEFIT Generated by Northern Trust from reviewed periodic data on 25 Feb 25 200,000.000205,000.000405,000.000445,000.000115,000.000250,000.000230,000.000350,000.000115,000.000325,000.000 | — | — | $50K | $25K | <0.1% | |
| Historical Cost Account Name HEALTHCARE SV. WELFARE BENEFIT Generated by Northern Trust from reviewed periodic data on 25 Feb 25 75,000.000 | — | — | $75K | $7K | <0.1% | |
| Historical Cost Account Name HEALTHCARE SV. WELFARE BENEFIT Generated by Northern Trust from reviewed periodic data on 25 Feb 25 96,792.57035,000.000 | — | — | $45K | $5K | <0.1% |