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Original filing (PDF)20251002140449NAL0000587089001
ADVANTAGECARE PHYSICIANS, P.C.
Form 5500
FILING_RECEIVED
STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
216
Accounts w/ balance
227
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
19 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.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTAGECARE PHYSICIANS, P.C..
Plan sponsor
Name
ADVANTAGECARE PHYSICIANS, P.C.
EIN
46-0970995
Address
55 WATER ST 11TH FLOOR · NEW YORK, NY · 10041
Phone
(646) 447-0683
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $716 | — |
Investments
18 direct securities · 11 pooled funds· $9.5M(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
$5.5M
17 holdings
Common Collective Trust
$2.7M
10 holdings
Mutual Funds
$1.1M
1 holding
Pooled Separate Account
$229K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Group Annuity Contract * ELA of NY Select Guaranteed Fund | — | — | — | $1.2M | 17.9% | |
| JPMorgan Equity Index | Mutual Funds | — | — | $1.1M | 15.7% | |
| Oakmark Fund Investor Class | — | — | — | $642K | 9.3% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2025 | — | — | — | $604K | 8.7% | |
| JPMCB SMARTRETIRE PASV BLND 2025-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $604K | 8.7% | |
| Neuberger Berman Genesis Trust Fund | — | — | — | $447K | 6.5% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2040 | — | — | — | $418K | 6.0% | |
| JPMCB SMARTRETIRE PASV BLND 2040-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $418K | 6.0% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2030 | — | — | — | $414K | 6.0% | |
| JPMCB SMARTRETIRE PASV BLND 2030-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $414K | 6.0% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2035 | — | — | — | $328K | 4.7% | |
| JPMCB SMARTRETIRE PASV BLND 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $328K | 4.7% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2050 | — | — | — | $311K | 4.5% | |
| JPMCB SMARTRETIRE PASV BLND 2050-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $311K | 4.5% | |
| Fidelity Contrafund | — | — | — | $242K | 3.5% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2045 | — | — | — | $237K | 3.4% | |
| JPMCB SMARTRETIRE PASV BLND 2045-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $237K | 3.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $229K | 3.3% | |
| Common Collective Trusts JPMorgan Chase Bank, N.A. SmartRetirement 2020 | — | — | — | $178K | 2.6% | |
| JPMCB SMARTRETIRE PASV BLND 2020-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $178K | 2.6% | |
| JPMorgan Mid-Cap Value R3 | — | — | — | $168K | 2.4% | |
| JPMorgan Chase Bank, N.A. SmartRetirement Income | — | — | — | $103K | 1.5% | |
| JPMCB SMARTRETIRE PASV BLND INC-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $103K | 1.5% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2055 | — | — | — | $60K | 0.9% | |
| JPMCB SMARTRETIRE PASV BLND 2055-CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $60K | 0.9% | |
| Metropolitan West Total Return Bond Fund I | — | — | — | $47K | 0.7% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2060 | — | — | — | $23K | 0.3% | |
| JPMCB SMARTRETIRE PASV BLND 2060-CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| JPMorgan Equity Income R5 | — | — | — | $9K | 0.1% |
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