How big is Commonspirit Health's plan?

Commonspirit Health's plan reported $2.9B in assets and 28,491 participants for 2024.

Original filing (PDF)20251010135850NAL0007820273001

Commonspirit Health

Name: Commonspirit Health — Commonspirit Health Erisa, Form 5500 (2024)
Creator: Commonspirit Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Commonspirit Health Erisa 403(b) Plan

403(b) retirement plan · Commonspirit Health's Commonspirit Health Erisa 403(b) Plan held $2.9B in plan assets for 28,491 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

28,491

Accounts w/ balance

35,677

Plan assets (EOY)

$2.9B

Net assets (EOY)

$2.9B

People on this filing

Elizabeth Meckenstock signed Commonspirit Health's 2024 Form 5500 as plan administrator.

Elizabeth Meckenstock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Commonspirit Health's EIN is 47-0617373.

EIN 47-0617373

Plan number 010

Plan year 2024

ACK ID 20251010135850NAL0007820273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Commonspirit Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Commonspirit Health's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMONSPIRIT HEALTH.

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How this plan invests

This plan

94 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

COMMONSPIRIT HEALTH

EIN

all filings

Address

3900 OLYMPIC BLVD, SUITE 300 · ERLANGER, KY · 41018

Phone

(707) 695-0325

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV INST OPS CO	04-2647786	—	RECORDKEEPER	$369K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
POLSINELLI PC	43-1064260	—	LEGAL	$13K	—

Other service providers

Investments

94 direct securities· $2.9B(100% of reported assets)

Other securities

$1.9B

60 holdings

Common Collective Trusts

$604.0M

6 holdings

Mutual Funds

$333.2M

24 holdings

Self-Directed Brokerage

$72.0M

1 holding

Bonds / Notes

$18.4M

2 holdings

Common Stocks

$185K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$333.6M	11.3%
T. Rowe Price Retirement 2035 Fund I Class Mutual fund	Other securities	—	—	$272.5M	9.3%
T. Rowe Price Retirement 2030 Fund I Class Mutual fund	Other securities	—	—	$266.1M	9.0%
T. Rowe Price Retirement 2040 Fund I Class Mutual fund	Other securities	—	—	$237.4M	8.1%
Vanguard U.S. Growth Admiral Shares Mutual fund	Mutual Funds	—	—	$218.3M	7.4%
T. Rowe Price Retirement 2025 Fund I Class Mutual fund	Other securities	—	—	$213.0M	7.2%
T. Rowe Price Retirement 2045 Fund I Class Mutual fund	Other securities	—	—	$176.1M	6.0%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$128.8M	4.4%
VALIC Fixed Interest Fixed interest	Other securities	—	—	$125.8M	4.3%
T. Rowe Price Retirement 2050 Fund I Class Mutual fund	Other securities	—	—	$121.6M	4.1%
T. Rowe Price Retirement 2020 Fund I Class Mutual fund	Other securities	—	—	$107.5M	3.7%
JP Morgan US Value R6 Mutual fund	Other securities	—	—	$100.4M	3.4%
Fidelity BrokerageLink Self-directed brokerage account	Self-Directed Brokerage	—	—	$72.0M	2.4%
AB Discovery Growth ADV Mutual fund	Other securities	—	—	$65.0M	2.2%
Hartford S INTL STK SDR Mutual fund	Other securities	—	—	$63.6M	2.2%
Vanguard FTSE Social Index Fund Institutional Shares Mutual fund	Common Collective Trusts	—	—	$59.9M	2.0%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$50.0M	1.7%
Vanguard Explorer Value Fund Investor Shares Mutual fund	Mutual Funds	—	—	$49.2M	1.7%
T. Rowe Price Retirement 2055 Fund I Class Mutual fund	Other securities	—	—	$43.9M	1.5%
T. Rowe Price Retirement 2015 Fund I Class Mutual fund	Other securities	—	—	$40.3M	1.4%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$40.0M	1.4%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$39.7M	1.3%
Lincoln Fixed Account Fixed interest	Other securities	—	—	$24.5M	0.8%
Non-collateralized participant loans Interest rates ranging from 3.25% to 10.50%	Bonds / Notes	—	—	$18.4M	0.6%
T. Rowe Price Retirement 2060 Fund I Class Mutual fund	Other securities	—	—	$16.2M	0.6%
T. Rowe Price Retirement 2010 Fund I Class Mutual fund	Other securities	—	—	$14.3M	0.5%
T. Rowe Price Retirement 2005 Fund I Class Mutual fund	Other securities	—	—	$10.6M	0.4%
PIMCO Inflation Response Multi-Asset Fund Institutional Mutual fund	Mutual Funds	—	—	$7.9M	0.3%
VOYA Fixed Plus Account III Fixed interest	Other securities	—	—	$5.0M	0.2%
T. Rowe Price Retirement 2065 Fund I Class Mutual fund	Other securities	—	—	$3.5M	0.1%
AMERICAN FUNDS GROWTH Mutual fund	Mutual Funds	—	—	$3.1M	0.1%
LVIP SSGA S&P 500 INDEX Mutual fund	Common Collective Trusts	—	—	$2.1M	<0.1%
FIDELITY VIP CONTRAFUND Mutual fund	Mutual Funds	—	—	$1.1M	<0.1%
AMERICAN FUNDS GROWTH-INCOME Mutual fund	Mutual Funds	—	—	$1.0M	<0.1%
LVIP MACQUARIE SOCIAL AWARENESS Mutual fund	Other securities	—	—	$982K	<0.1%
LVIP MACQUARIE VALUE SERIES Mutual fund	Other securities	—	—	$959K	<0.1%
Fidelity Investments Money Market Government Portfolio – Institutional Class Mutual fund	Mutual Funds	—	—	$564K	<0.1%
LVIP MACQUARIE MID CAP VALUE FUND Mutual fund	Other securities	—	—	$530K	<0.1%
AMERICAN FUNDS INTERNATIONAL Mutual fund	Mutual Funds	—	—	$479K	<0.1%
AB VPS SUSTAIN GLOBAL THEMATIC PORT Mutual fund 503 * AMERICAN FUNDS GLOBAL GROWTH Mutual fund	Mutual Funds	—	—	$453K	<0.1%
MACQUARIE SMALL CAP VALUE Mutual fund	Other securities	—	—	$413K	<0.1%
LVIP MACQUARIE SMID CAP CORE SERIES Mutual fund	Other securities	—	—	$397K	<0.1%
LVIP DIMENSIONAL US CORE EQUITY 1 Mutual fund	Mutual Funds	—	—	$382K	<0.1%
LVIP BARON GROWTH OPPORTUNITIES Mutual fund	Other securities	—	—	$353K	<0.1%
FIDELITY VIP GROWTH Mutual fund	Mutual Funds	—	—	$301K	<0.1%
One America Fixed Interest Fixed interest	Other securities	—	—	$287K	<0.1%
AMERICAN CENTURY GROWTH Mutual fund	Other securities	—	—	$279K	<0.1%
AMERICAN CENTURY ULTRA Mutual fund	Other securities	—	—	$274K	<0.1%
LVIP BLACKROCK DIVIDEND VALUE MNGD VOLATILITY Mutual fund	Other securities	—	—	$249K	<0.1%
ONE AMERICA VIC PIONEER EQUITY INCOME Y Mutual fund	Other securities	—	—	$238K	<0.1%