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Original filing (PDF)20251014140608NAL0004175232001
COREWELL HEALTH
Form 5500
FILING_RECEIVED
SPECTRUM HEALTH SYSTEM 403(B) PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
34,243
Accounts w/ balance
37,684
Plan assets (EOY)
$3.2B
Net assets (EOY)
$3.2B
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COREWELL HEALTH.
Plan sponsor
Name
COREWELL HEALTH
EIN
38-3382353
Address
100 MICHIGAN STREET, N.E. · GRAND RAPIDS, MI · 49503
Phone
(616) 391-1700
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE KNOWN | $941K | — |
| STIFEL NICOLAUS & CO. INC. | 43-0538770 | — | NONE KNOWN | $404K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE KNOWN | $32K | — |
| MILLER JOHNSON SNELL CUMMISKEY | 38-1603110 | — | NONE KNOWN | $25K | — |
| GEORGE JOHNSON & COMPANY | — | DETROIT, MI | NONE KNOWN | $25K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $8K | — |
| EMPOWER FINANCIAL SERVICES,INC | — | GREENWOOD VILLAGE, CO | NONE KNOWN | $3K | — |
Investments
21 direct securities · 1 pooled fund· $3.2B(99% 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
$3.0B
21 holdings
Pooled Separate Account
$160.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $572.8M | 17.8% | |
| American Funds Europacific-Growth Fund - Class R6 | — | — | — | $371.9M | 11.6% | |
| Massachusetts Investors-Growth Stock Fund - Class R3 | — | — | — | $359.5M | 11.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $267.5M | 8.3% | |
| Empower Annuity Insurance Company Unallocated contract - Guaranteed Long-Term Account | — | — | — | $215.0M | 6.7% | |
| Vanguard Value Index I | — | — | — | $206.0M | 6.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $184.6M | 5.7% | |
| T. Rowe Price Capital-Appreciation Fund | — | — | — | $181.4M | 5.6% | |
| INCOMEFLEX TARGET BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 825 | Pooled Separate Account | — | — | $160.3M | 5.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $103.5M | 3.2% | |
| Baron Growth Fund - Institutional Shares | — | — | — | $99.8M | 3.1% | |
| American Funds Capital World-Growth and Income Fund | — | — | — | $73.8M | 2.3% | |
| Invesco Developing Markets-Fund - Class Y | — | — | — | $73.2M | 2.3% | |
| American Century Mid Cap-Value Fund - Class R6 | — | — | — | $57.2M | 1.8% | |
| Pioneer Strategic Income Fund - Class Y | — | — | — | $56.2M | 1.7% | |
| Voya Global Bond Fund | — | — | — | $43.7M | 1.4% | |
| Empower Trust Company AllianceBernstein Small Cap-Growth Fund - Class K | — | — | — | $35.5M | 1.1% | |
| percent to 9.50 percent - | — | — | — | $32.0M | 1.0% | |
| Victory Sycamore Small Company-Opportunity Fund | — | — | — | $27.9M | 0.9% | |
| PGIM High Yield Fund - Class Z | — | — | — | $15.4M | 0.5% | |
| DFA Real Estate Securities - Fund I | — | — | — | $14.7M | 0.5% | |
| Various Self-directed brokerage accounts | — | — | — | $13.9M | 0.4% |