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Original filing (PDF)20250918132424NAL0001473457001
IOWA HEALTH SYSTEM
Form 5500
FILING_RECEIVED
IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
25,777
Accounts w/ balance
34,138
Plan assets (EOY)
$3.3B
Net assets (EOY)
$3.3B
How this plan invests
This plan
10 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IOWA HEALTH SYSTEM.
Plan sponsor
Name
IOWA HEALTH SYSTEM
EIN
42-1435199
Address
1776 WEST LAKES PKWY, STE 400 · WEST DES MOINES, IA · 502668393
Phone
(515) 241-6167
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.2M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $839K | — |
Investments
19 direct securities · 10 pooled funds· $3.3B(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.
Common Collective Trust
$2.1B
10 holdings
Uncategorized
$1.2B
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB SR 2035 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4632462 / PN 001 | Common Collective Trust | — | — | $334.5M | 10.1% | |
| JPMCB SR 2030 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4619720 / PN 001 | Common Collective Trust | — | — | $304.5M | 9.2% | |
| JPMCB SR 2045 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4660069 / PN 001 | Common Collective Trust | — | — | $302.0M | 9.1% | |
| JPMCB SR 2040 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4646438 / PN 001 | Common Collective Trust | — | — | $299.5M | 9.1% | |
| Fidelity 500 Index | — | — | — | $298.6M | 9.0% | |
| JPMCB SR 2050 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4675558 / PN 001 | Common Collective Trust | — | — | $249.8M | 7.6% | |
| JPMCB SR 2025 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4612229 / PN 001 | Common Collective Trust | — | — | $229.2M | 6.9% | |
| JPMCB SR 2055 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4682074 / PN 001 | Common Collective Trust | — | — | $153.0M | 4.6% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $133.1M | 4.0% | |
| JPMCB SR 2020 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4595377 / PN 001 | Common Collective Trust | — | — | $120.5M | 3.6% | |
| Fidelity Global Ex US Index | — | — | — | $108.6M | 3.3% | |
| Fidelity Self-Directed Brokerage Accounts | — | — | — | $108.1M | 3.3% | |
| JPMCB SR 2060 CF-D JPMORGAN CHASE BANK, N.A. · EIN 81-3250124 / PN 001 | Common Collective Trust | — | — | $97.9M | 3.0% | |
| Western Asset Core Plus Bond Fund | — | — | — | $81.7M | 2.5% | |
| Vanguard PRIMECAP Fund | — | — | — | $66.7M | 2.0% | |
| Fully Benefit Contract Lincoln National Life Insurance Stable Value Account | — | — | — | $62.4M | 1.9% | |
| Fidelity Extended Market Index | — | — | — | $59.1M | 1.8% | |
| JPMorgan Equity Income Fund R6 | — | — | — | $55.8M | 1.7% | |
| JPMCB SR INCOME CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4585612 / PN 001 | Common Collective Trust | — | — | $47.6M | 1.4% | |
| Vanguard Wellington Fund | — | — | — | $43.4M | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $35.4M | 1.1% | |
| Vanguard Short-Term Investment-Grade Fund | — | — | — | $25.2M | 0.8% | |
| American Funds Europacific Growth Fund R6 | — | — | — | $19.1M | 0.6% | |
| American Beacon Small Cap Value Fund | — | — | — | $16.7M | 0.5% | |
| All Spring Special Mid Cap Value Fund | — | — | — | $16.4M | 0.5% | |
| Vanguard Inflation Protection Fund | — | — | — | $13.4M | 0.4% | |
| Meridian Small Cap Growth Fund | — | — | — | $11.3M | 0.3% | |
| JPMorgan High Yield Fund R6 | — | — | — | $10.0M | 0.3% | |
| Fidelity Government Money Market | — | — | — | $2.7M | <0.1% |