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Original filing (PDF)20251015123814NAL0002302627001
SSM HEALTH CARE CORP.
Form 5500
FILING_RECEIVED
SSM HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
3,849
Accounts w/ balance
6,244
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
27 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SSM HEALTH CARE CORP..
Plan sponsor
Name
SSM HEALTH CARE CORP.
EIN
46-6029223
Address
12800 CORPORATE HILL DRIVE · ST LOUIS, MO · 63131
Phone
(557) 203-3702
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $80K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | PLAN SPONSOR | $34K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | PLAN SPONSOR | $23K | — |
| UB GREENSFELDER LLC | 34-0756436 | — | PLAN SPONSOR | $7K | — |
Investments
10 direct securities · 27 pooled funds· $1.3B(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.
Common Collective Trust
$1.2B
27 holdings
Uncategorized
$197.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $210.0M | 15.4% | |
| FID BLUE CHP GR CP C FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $154.1M | 11.3% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $102.4M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $83.6M | 6.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $82.4M | 6.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $78.9M | 5.8% | |
| DODGE & COX STOCK X | — | — | — | $78.2M | 5.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $76.9M | 5.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $61.2M | 4.5% | |
| FIAM CORE PLUS CL J FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $54.2M | 4.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $52.6M | 3.9% | |
| VANG VMMR-FED MMKT | — | — | — | $45.6M | 3.3% | |
| MFS INTL GROWTH 4 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $42.4M | 3.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $30.9M | 2.3% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $30.0M | 2.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $27.0M | 2.0% | |
| SELF-DIRECTED BROKERAGE ACCOUNT | — | — | — | $26.6M | 2.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $19.7M | 1.4% | |
| DFA US SMALL CAP I | — | — | — | $18.7M | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $16.1M | 1.2% | |
| DODGE & COX INT SK X | — | — | — | $13.5M | 1.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.7% | |
| VICTORY S EST VAL R6 | — | — | — | $8.7M | 0.6% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $6.1M | 0.4% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST COMPANY, LLC · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $4.4M | 0.3% | |
| DRIEHAUS EM GRTH C RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.3% | |
| CR EQUITY INDEX IS | — | — | — | $2.6M | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS*** (interest rates of 3.25 to 10.25% and | — | — | — | $2.5M | 0.2% | |
| C&S US REALTY S SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| EMPOWER GUARANTEED FIXED FUND | — | — | — | $1.2M | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $521K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $457K | <0.1% | |
| VANG TRGT INC&GR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $49K | <0.1% | |
| FIDELITY STIF | — | — | — | $38K | <0.1% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST COMPANY · EIN 38-4139838 / PN 617 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE TRUST 2070 VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6200489 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |