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Original filing (PDF)20250924145750NAL0008804736001
MCLAREN HEALTH CARE CORP.
Form 5500
FILING_RECEIVED
MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
18,139
Accounts w/ balance
23,037
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
1 pooled trust
Schedule D
96 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLAREN HEALTH CARE CORP..
Plan sponsor
Name
MCLAREN HEALTH CARE CORP.
EIN
38-2397643
Address
ONE MCLAREN PARKWAY · GRAND BLANC, MI · 48439
Phone
(810) 342-1100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $954K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $180K | — |
| MCLAREN HEALTH CARE CORPORATION DBA | — | GRAND BLANC, MI | NONE | $129K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $8K | — |
Investments
95 direct securities · 1 pooled fund· $1.9B(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
$1.9B
95 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $157.8M | 8.5% | |
| Vanguard Institutional Index Fund | — | — | — | $157.5M | 8.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $145.0M | 7.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $142.4M | 7.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $111.4M | 6.0% | |
| MassMutual Capital Preservation Account | — | — | — | $104.9M | 5.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $102.7M | 5.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $93.6M | 5.0% | |
| Harbor Capital Appreciation Fd | — | — | — | $91.6M | 4.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $67.3M | 3.6% | |
| Dodge & Cox Stock Fund | — | — | — | $65.8M | 3.5% | |
| DoubleLine Total Return Bond Fund | — | — | — | $63.1M | 3.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $44.5M | 2.4% | |
| American Funds Euro Pacific Growth Fund | — | — | — | $44.1M | 2.4% | |
| Amana Trust Growth Fund | — | — | — | $35.2M | 1.9% | |
| Amer Funds Moderate G/I Portfolio R6 | — | — | — | $32.3M | 1.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $31.2M | 1.7% | |
| Amer Beacon Stphns Md-CP GR Fd | — | — | — | $31.0M | 1.7% | |
| TIAA-CREF TIAA Traditional Annuity - Retirement Annuity | — | — | — | $27.5M | 1.5% | |
| CREF Stock | — | — | — | $27.3M | 1.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $27.1M | 1.5% | |
| US Government Money Market Fund * 117 Victory Sycamore Small Co Opportunity I | — | — | — | $23.4M | 1.3% | |
| Pzena Mid Cap Value Fund | — | — | — | $21.7M | 1.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $21.3M | 1.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $20.7M | 1.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $20.3M | 1.1% | |
| Empower Trust Company, LLC Wasatch Small Cap Growth Fund | — | — | — | $18.2M | 1.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $17.3M | 0.9% | |
| American Funds New World Fund | — | — | — | $15.5M | 0.8% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 10.50 percent - | — | — | — | $13.8M | 0.7% | |
| Vanguard Real Estate Index Fund | — | — | — | $13.7M | 0.7% | |
| Artisan High Income Advisor | — | — | — | $9.5M | 0.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $8.8M | 0.5% | |
| CREF Growth | — | — | — | $6.3M | 0.3% | |
| Equitable Guaranteed Interest Account | — | — | — | $6.2M | 0.3% | |
| Common collective trust funds | — | — | — | $5.5M | 0.3% | |
| CREF Equity Index | — | — | — | $4.8M | 0.3% | |
| Equitable/Common Stock Index Fund | — | — | — | $3.4M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.4M | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $2.5M | 0.1% | |
| TIAA-CREF Common collective trust funds | — | — | — | $2.3M | 0.1% | |
| Common collective trust funds | — | — | — | $2.0M | 0.1% | |
| Gateway Fund | — | — | — | $1.6M | <0.1% | |
| Common collective trust funds | — | — | — | $1.5M | <0.1% | |
| CREF Inflation-Linked Bond | — | — | — | $1.4M | <0.1% | |
| PIMCO All Asset Fund | — | — | — | $1.4M | <0.1% | |
| Multimanager Aggressive Equity | — | — | — | $538K | <0.1% | |
| AXA/AllianceBernstein Small Cap Growth | — | — | — | $348K | <0.1% | |
| AXA Moderate Allocation Fund | — | — | — | $329K | <0.1% | |
| Equitable/T. Rowe Price Growth Stock | — | — | — | $306K | <0.1% | |
| Equitable/Large Cap Growth Index | — | — | — | $270K | <0.1% | |
| Equitable/Equity 500 Index | — | — | — | $267K | <0.1% | |
| AXA Lg Cap Val Managed Vol | — | — | — | $244K | <0.1% | |
| AXA Int Val Managed Vol * 825 AXA Mid Cap Val Managed Vol | — | — | — | $225K | <0.1% | |
| Equitable/GAMCO Small Company Value | — | — | — | $224K | <0.1% | |
| Equitable/MFS Mid Cap Focused Growth | — | — | — | $172K | <0.1% | |
| AXA Lg Cap Grw Managed Vol | — | — | — | $146K | <0.1% | |
| Equitable/JPMorgan Value Opportunities | — | — | — | $139K | <0.1% | |
| Equitable/MFS International Value | — | — | — | $137K | <0.1% | |
| Multimanager Technology | — | — | — | $134K | <0.1% | |
| Equitable/MFS Technology | — | — | — | $132K | <0.1% | |
| Equitable (continued) Equitable/International Equity Index | — | — | — | $114K | <0.1% | |
| Equitable/Invesco Comstock * 27 Equitable/Invesco Global Real Estate | — | — | — | $104K | <0.1% | |
| Equitable/American Centry MidCap Val | — | — | — | $96K | <0.1% | |
| Lincoln Fully benefit-responsive investment contract | — | — | — | $87K | <0.1% | |
| Equitable/Quality Bond PLUS | — | — | — | $74K | <0.1% | |
| AXA Aggressive Allocation | — | — | — | $74K | <0.1% | |
| Equitable/MFS International Growth | — | — | — | $67K | <0.1% | |
| Equitable/Fidelity Instnl Am Large Cap | — | — | — | $67K | <0.1% | |
| Equitable/MFS Utilities | — | — | — | $65K | <0.1% | |
| Equitable/Mid Cap Index | — | — | — | $61K | <0.1% | |
| AXA Conservative Allocation * 68 AXA Global Eqty Managed Vol | — | — | — | $55K | <0.1% | |
| Equitable/BlackRock Basic Value Equity | — | — | — | $48K | <0.1% | |
| Equitable/Wells Fargo Omega Growth | — | — | — | $32K | <0.1% | |
| Equitable All Asset Growth Alternate Twenty | — | — | — | $31K | <0.1% | |
| AXA Moderate-Plus Allocation | — | — | — | $31K | <0.1% | |
| Charter Multi-Sector Bond | — | — | — | $30K | <0.1% | |
| Equitable/Lazard Emerging Markets Equity | — | — | — | $21K | <0.1% | |
| Multimanager Core Bond | — | — | — | $21K | <0.1% | |
| Equitable/Aggressive Growth Strategy | — | — | — | $16K | <0.1% | |
| Equitable/Morgan Stanley Mid Cap Growth | — | — | — | $15K | <0.1% | |
| Ivy Funds VIP High Income | — | — | — | $12K | <0.1% | |
| Invesco V.I. High Yield | — | — | — | $11K | <0.1% | |
| Equitable/Small Company Index | — | — | — | $11K | <0.1% | |
| AXA Lg Cap Core Managed Vol | — | — | — | $10K | <0.1% | |
| Equitable/Goldman Sachs Mid Cap Value | — | — | — | $10K | <0.1% | |
| AXA/Loomis Sayles Growth | — | — | — | $9K | <0.1% | |
| AXA/Horizon Small Cap Value | — | — | — | $7K | <0.1% | |
| Equitable/Intermediate Government Bond | — | — | — | $7K | <0.1% | |
| Equitable/PIMCO Global Real Return | — | — | — | $6K | <0.1% | |
| Equitable/PIMCO Ultra Short Bond | — | — | — | $6K | <0.1% | |
| Equitable/Oppenheimer Global | — | — | — | $5K | <0.1% | |
| Equitable/Money Market * 43 Equitable/Wellington Energy | — | — | — | $5K | <0.1% | |
| Equitable/GAMCO Mergers & Acquisition | — | — | — | $4K | <0.1% | |
| AXA Int Core Managed Vol | — | — | — | $2K | <0.1% | |
| Equitable/Morgan Stanley Small Cap Growth | — | — | — | $2K | <0.1% |