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Original filing (PDF)20251014144241NAL0006479746004
GROUP HEALTH PLAN, INC.
Form 5500
FILING_RECEIVED
THE EMPLOYEE RETIREMENT PLAN OF GROUP HEALTH PLAN,
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
1,513
Accounts w/ balance
—
Plan assets (EOY)
$819.4M
Net assets (EOY)
$817.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Bank" is 100% of plan.
- 24 bps in Schedule C fees — 296% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP HEALTH PLAN, INC..
Plan sponsor
Name
GROUP HEALTH PLAN, INC.
EIN
41-0797853
Address
8170 33RD AVE. SOUTH, P.O. BOX 1309 · MINNEAPOLIS, MN · 554401309
Phone
(952) 883-6170
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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATSON WYATT WORLDWIDE | 53-0181291 | — | NONE | $455K | — |
| KENNEDY CAPITAL MANAGEMENT | 43-1225960 | — | NONE | $397K | — |
| PENSION BENEFITS GUARANTY CORP | — | ST. LOUIS, MO | NONE | $389K | — |
| SILVERCREST | 45-5146560 | — | NONE | $371K | — |
| METROPOLITAN WEST | 95-3703295 | — | NONE | $207K | — |
| PRINCIPAL | 42-1520346 | — | NONE | $81K | — |
| MERCER | 30-0282430 | — | NONE | $45K | — |
Investments
1 direct security· $818.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Bank | — | — | $637.7M | $818.9M | 99.9% |