Back to filter
Original filing (PDF)20250310132258NAL0016193761001
PIONEER HEALTHCARE TRUST
Form 5500
FILING_RECEIVED
PIONEER HEALTHCARE TRUST
Health & welfare plan
Signals · 3
~805 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
4,205
Accounts w/ balance
—
Plan assets (EOY)
$28.6M
Net assets (EOY)
$24.3M
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
- 805 bps in Schedule C fees — 2677% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER HEALTHCARE TRUST.
Plan sponsor
Name
PIONEER HEALTHCARE TRUST
EIN
45-0445721
Address
1411 32ND ST S · SUITE 7 · FARGO, ND · 581036304
Phone
(701) 293-6822
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORIDIAN MUTUAL INSURANCE COMPANY | 45-0173185 | — | NONE | $1.5M | — |
| ASSOCIATION SERVICES, INC. | 45-0394341 | — | NONE | $625K | — |
| HAYS COMPANIES | 83-2217196 | — | NONE | $69K | — |
| VAALER INSURANCE | 45-0274771 | — | NONE | $40K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $16K | — |
| HUB INTERNATIONAL | 47-0813106 | — | NONE | $13K | — |
| ROBERT LAMP & ASSOCIATES LLC | 45-4222598 | — | NONE | $12K | — |
| NORTH RISK PARTNERS | 46-1375576 | — | NONE | $6K | — |
| BLUE CROSS BLUE SHIELD OF ND | 45-0173185 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.