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Original filing (PDF)20250717113056NAL0000295042001
ONEWORLD COMMUNITY HEALTH CENTERS, INC.
Form 5500
FILING_RECEIVED
ONEWORLD 401(K) PLAN
401(k) retirement plan
Active participants
600
Accounts w/ balance
643
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
30 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEWORLD COMMUNITY HEALTH CENTERS, INC..
Plan sponsor
Name
ONEWORLD COMMUNITY HEALTH CENTERS, INC.
EIN
47-0548990
Address
4920 S. 30TH STREET · SUITE 103 · OMAHA, NE · 68107
Phone
(402) 502-8858
Industry
Offices of Physicians· 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $117K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $62K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC | 47-0617162 | — | CONTRACT ADMIN | $2K | — |
Investments
17 direct securities · 30 pooled funds· $38.2M(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.
Pooled Separate Account
$14.6M
20 holdings
Common Collective Trust
$11.0M
10 holdings
Uncategorized
$10.2M
15 holdings
Guaranteed Income / GIC
$1.5M
1 holding
Mutual Funds
$792K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.0M | 16.8% | |
| INDEXSELECT MOD 2055 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4484368 / PN 309 | Pooled Separate Account | — | — | $4.1M | 13.6% | |
| Great Gray Trust Company IndexSelect Moderate 2035 N/A | — | — | — | $2.8M | 9.3% | |
| INDEX SELECT MOD 2035 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4457845 / PN 307 | Pooled Separate Account | — | — | $2.8M | 9.3% | |
| INDEXSELECT MOD 2045 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4470950 / PN 308 | Pooled Separate Account | — | — | $2.7M | 9.0% | |
| Great Gray Trust Company Large Cap Growth Fund II Fee N/A | — | — | — | $2.3M | 7.6% | |
| LARGECAP GROWTHFUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.3M | 7.6% | |
| MassMutual Select Strategic Bnd N/A | — | — | — | $1.9M | 6.4% | |
| MASSMUTUAL CORE BOND R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.9M | 6.4% | |
| * MassMutual SF Guaranteed Interest Account N/A | Guaranteed Income / GIC | — | — | $1.5M | 5.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 5.0% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $887K | 3.0% | |
| Great Gray Trust Company IndexSelect Moderate 2025 N/A | — | — | — | $804K | 2.7% | |
| INDEX SELECT MOD RETIRE FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4447625 / PN 306 | Pooled Separate Account | — | — | $804K | 2.7% | |
| Victory RS International Fund N/A | Mutual Funds | — | — | $792K | 2.6% | |
| JP Morgan JP Morgan Mid Cap Growth N/A | — | — | — | $669K | 2.2% | |
| Great Gray Trust Company Small Cap Growth Fund II CIT N/A | — | — | — | $557K | 1.9% | |
| SMALLCAP GROWTHFUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $557K | 1.9% | |
| MIDCAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $553K | 1.8% | |
| ALLSPRING SPECIAL SMALL CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $492K | 1.6% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $469K | 1.6% | |
| BlackRock iShares Russell 2000 Small-Cap Index N/A | — | — | — | $363K | 1.2% | |
| JP Morgan JP Morgan Emerging Mrkts Eq Fd N/A | — | — | — | $305K | 1.0% | |
| INDEXSELECT AGGR 2055 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 90-0779283 / PN 424 | Pooled Separate Account | — | — | $292K | 1.0% | |
| INDEXSELECT AGGR 2045 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4403657 / PN 303 | Pooled Separate Account | — | — | $289K | 1.0% | |
| American Funds American Funds Balanced Fund N/A | — | — | — | $207K | 0.7% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $183K | 0.6% | |
| INDEXSELECT CONSERV 2045 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4532033 / PN 313 | Pooled Separate Account | — | — | $171K | 0.6% | |
| Great Gray Trust Company IndexSelect Moderate Retirement N/A | — | — | — | $163K | 0.5% | |
| INDEX SELECT MOD RETIRE FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4430771 / PN 305 | Pooled Separate Account | — | — | $163K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 413 | Pooled Separate Account | — | — | $152K | 0.5% | |
| INDEXSELECT CONSERV 2055 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4543855 / PN 314 | Pooled Separate Account | — | — | $120K | 0.4% | |
| Great Gray Trust Company IndexSelect Conservative 2025 N/A | — | — | — | $73K | 0.2% | |
| INDEX SELECT CONSERV RET FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4509619 / PN 311 | Pooled Separate Account | — | — | $73K | 0.2% | |
| Great Gray Trust Company IndexSelect Aggressive 2035 N/A | — | — | — | $67K | 0.2% | |
| INDEX SELECT AGGR 2035 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4393238 / PN 302 | Pooled Separate Account | — | — | $67K | 0.2% | |
| MASS MUTUAL HIGH YIELD R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $62K | 0.2% | |
| Great Gray Trust Company IndexSelect Moderate 2065 N/A | — | — | — | $17K | <0.1% | |
| INDEX SELECT MOD 2065 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $17K | <0.1% | |
| MassMutual US Govt Money Market R5 N/A | — | — | — | $11K | <0.1% | |
| Great Gray Trust Company IndexSelect Aggressive 2025 N/A | — | — | — | $9K | <0.1% | |
| INDEX SELECT AGGR RETIRE FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4386547 / PN 301 | Pooled Separate Account | — | — | $9K | <0.1% | |
| INDEX SELECT AGGR 2065 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $267 | <0.1% | |
| INDEXSELECT CONSERV RET FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4499160 / PN 310 | Pooled Separate Account | — | — | $9 | <0.1% | |
| MIDCAP GROWTHFUND FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSRPING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSEECT CONSEV 2035 FUND CL R6 GREAT GRAY TRUST COMPANY · EIN 81-4515825 / PN 312 | Pooled Separate Account | — | — | $0 | <0.1% |
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