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Original filing (PDF)20251009160357NAL0011342560001
AMEDISYS HOLDING, LLC
Form 5500
FILING_RECEIVED
AMEDISYS HOLDING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
19,170
Accounts w/ balance
21,623
Plan assets (EOY)
$954.9M
Net assets (EOY)
$954.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — 123% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMEDISYS HOLDING, LLC.
Plan sponsor
Name
AMEDISYS HOLDING, LLC
EIN
36-4576454
Address
3854 AMERICAN WAY · SUITE A · BATON ROUGE, LA · 70816
Phone
(225) 292-2031
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1.1M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | CONSULTANT | $172K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT | $33K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER DONELSON | 62-1047356 | — | OTHER | $6K | — |
| LEXISNEXIS RISK DATA MANAGEMENT INC | 65-0852445 | — | OTHER | $6K | — |
Investments
55 direct securities · 2 pooled funds· $1.1B(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.
Uncategorized
$879.3M
54 holdings
Common Stocks
$109.7M
1 holding
Common Collective Trust
$72.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amedisys, Inc. | Common Stocks | — | — | $109.7M | 11.5% | |
| American Funds BlackRock Global Allocation Fund | — | — | — | $107.0M | 11.2% | |
| Vanguard 2045 Target Retirement | — | — | — | $54.2M | 5.7% | |
| STATE STREET SP 500 INDEX NL SERIES STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $54.2M | 5.7% | |
| Vanguard 2035 Target Retirement | — | — | $48.6M | $54.1M | 5.7% | |
| Vanguard 2040 Target Retirement | — | — | — | $52.7M | 5.5% | |
| Vanguard 2050 Target Retirement | — | — | — | $50.2M | 5.3% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $45.2M | 4.7% | |
| Vanguard 2055 Target Retirement | — | — | — | $41.8M | 4.4% | |
| Vanguard 2030 Target Retirement | — | — | — | $37.3M | 3.9% | |
| MFS INTRNTL INTRINSIC VL R6 GM MUTUAL FUNDS | — | — | $38.8M | $34.3M | 3.6% | |
| MFS International Value - R6 GM | — | — | — | $34.3M | 3.6% | |
| Vanguard 2060 Target Retirement | — | — | — | $19.9M | 2.1% | |
| Metropolitan West Total Fund I - GM | — | — | — | $19.7M | 2.1% | |
| AMERICAN CENTURY GVMT R5 GM MUTUAL FUNDS | — | — | $21.3M | $19.2M | 2.0% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $18.3M | 1.9% | |
| MFS Value Fund R6 - GM | — | — | — | $18.1M | 1.9% | |
| Vanguard 2025 Target Retirement | — | — | — | $17.9M | 1.9% | |
| Janus Enterprise Janus Enterprise Fund Class I | — | — | — | $17.4M | 1.8% | |
| LOAN FUND LOANS | — | — | $17.2M | $17.2M | 1.8% | |
| December 2039 - | — | — | — | $17.2M | 1.8% | |
| Invesco Trusts Invesco Stable Value Retirement Trust | — | — | — | $16.3M | 1.7% | |
| JP Morgan JP Morgan Large Cap Growth R6 GM | — | — | $10.7M | $15.5M | 1.6% | |
| Vanguard Mid Cap Index | — | — | — | $12.3M | 1.3% | |
| American Funds American EuroPacific | — | — | — | $11.3M | 1.2% | |
| Merrill Self-directed funds | — | — | — | $10.6M | 1.1% | |
| MFS International Value R6 | — | — | — | $10.4M | 1.1% | |
| MFS INTRNTL INTRINSIC VL FD R6 MUTUAL FUNDS | — | — | $11.7M | $10.4M | 1.1% | |
| Metropolitan West Total Fund I | — | — | — | $10.1M | 1.1% | |
| ACCRUED INCOME ACCRUED INCOME 144 RETIREMENT BANK ACCOUNT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $9.8M | $9.8M | 1.0% | |
| Victory Sycamore R6 - GM | — | — | — | $9.5M | 1.0% | |
| Vanguard Small Cap Index | — | — | — | $9.0M | 0.9% | |
| Cash and cash equivalents Cash and cash equivalents | — | — | — | $8.9M | 0.9% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $8.5M | $8.5M | 0.9% | |
| MFS Value Fund R6 | — | — | — | $8.0M | 0.8% | |
| Janus Enterprise Janus Enterprise Fund Class I - GM | — | — | $6.4M | $7.0M | 0.7% | |
| BLACKROCK ADVNTG SM CP GR INST MUTUAL FUNDS | — | — | $5.2M | $5.7M | 0.6% | |
| American Funds BlackRock Small Cap Growth | — | — | — | $5.7M | 0.6% | |
| Oakmark Equity & Income | — | — | — | $5.5M | 0.6% | |
| Victory Sycamore R6 | — | — | — | $5.3M | 0.6% | |
| American Century American Century Small Cap Value Fund R6- GM | — | — | $5.3M | $5.2M | 0.5% | |
| AMERICAN CENTURY SML CP VAL R6 MUTUAL FUNDS | — | — | $5.2M | $5.1M | 0.5% | |
| Vanguard 2065 Target Retirement | — | — | — | $3.3M | 0.3% | |
| American Funds BlackRock Inflation Protected Bond | — | — | — | $3.3M | 0.3% | |
| BLACKROCK INFL PROT INST MUTUAL FUNDS | — | — | $3.6M | $3.3M | 0.3% | |
| Vanguard 2020 Target Retirement | — | — | — | $3.2M | 0.3% | |
| BLACKROCK ADVNTG SM CP GR GM MUTUAL FUNDS | — | — | $2.7M | $3.1M | 0.3% | |
| American Funds BlackRock Small Cap Growth - GM | — | — | — | $3.1M | 0.3% | |
| AMERICAN CENTURY GVMT CL R5 MUTUAL FUNDS | — | — | $3.0M | $2.7M | 0.3% | |
| Principal Real Estate Sec Fund I | — | — | — | $2.5M | 0.3% | |
| Invesco Trusts Invesco Stable Value Trust of the Inst. Ret. Trust | — | — | — | $2.1M | 0.2% | |
| Vanguard Target Income Retirement | — | — | $1.8M | $1.7M | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $1.6M | $1.6M | 0.2% | |
| BLF FEDFUND MONEY MARKET | — | — | $909K | $909K | <0.1% | |
| Vanguard 2070 Target Retirement | — | — | — | $548K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $452K | $452K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $13K | $13K | <0.1% |