How big is Hillcrest Health Systems Inc.'s plan?

Hillcrest Health Systems Inc.'s plan reported $20.4M in assets and 1,174 participants for 2024.

Original filing (PDF)20251014100621NAL0003575504001

Hillcrest Health Systems Inc.

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

Form 5500

FILING_RECEIVED

Hillcrest Health 401(k) Plan

401(k) retirement plan · Hillcrest Health Systems Inc.'s Hillcrest Health 401(k) Plan held $20.4M in plan assets for 1,174 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,174

Accounts w/ balance

374

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

People on this filing

Kevin Mulhearn signed Hillcrest Health Systems Inc.'s 2024 Form 5500 as plan administrator.

Kevin Mulhearn — 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

Hillcrest Health Systems Inc.'s EIN is 47-0722560.

EIN 47-0722560

Plan number 001

Plan year 2024

ACK ID 20251014100621NAL0003575504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hillcrest Health Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

31 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

Delinquent participant contributions reported (Schedule H 4a) — 294K (14% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

HILLCREST HEALTH SYSTEMS INC

EIN

all filings

Address

1902 HARLAN DRIVE · BELLEVUE, NE · 68005

Phone

(402) 934-3824

Industry

Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$2K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUB INVESTMENT ADVISORS INC	20-1113894	—	NONE	$0	—

Investments

31 direct securities · 1 pooled fund· $38.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$18.0M

1 holding

Common Collective Trusts

$9.1M

13 holdings

Mutual Funds

$7.6M

11 holdings

Common Stocks

$2.0M

1 holding

Other securities

$1.3M

4 holdings

Bonds / Notes

$368K

1 holding

Stable Value

$66K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$7.9M American Funds (Capital Group)$5.0M Janus Henderson$1.3M State Street / SPDR$1.1M Vanguard$611K Franklin Templeton$611K American Century$453K BlackRock / iShares$85K

Related plans

Other plans using American United Life Insurance Co

Oneamerica Financial Partners Inc.

American United Life Insurance Company Employees Retirement Plan and Trust

$506.6M · 1,607 participants

Mid-South Independent School Business Officers, Inc.

The Independent School Group Retirement Plan (Misbo)

$394.8M · 2,981 participants

Union Hospital, Inc.

Union Health 403(b)Retirement Plan

$232.8M · 3,369 participants

Kodiak Gypsum Mountain States LLC

Kodiak BP 401(k) Plan

$193.5M · 5,941 participants

Gregory Poole Equipment Company

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$18.0M	88.2%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2.9M	14.3%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$2.0M	9.7%
NUVEEN LIFECYCLE IDX 2050 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.5M	7.4%
NUVEEN LIFECYCLE IDX 2045 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.3M	6.2%
NUVEEN LIFECYCLE IDX 2040 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.1M	5.6%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.1M	5.4%
NUVEEN LIFECYCLE IDX 2035 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.0M	5.0%
NUVEEN LIFECYCLE IDX 2025 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$971K	4.7%
AMERICAN FUNDS AMERFDS FDAMENTAL INVS R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$955K	4.7%
JANUS HENDERSON JAN HEN VIT BALANCED SVC MUTUAL FUND SHARES 0	Mutual Funds	—	—	$797K	3.9%
NUVEEN LIFECYCLE IDX 2055 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$632K	3.1%
VANGUARD VIF SMALLCOMPGRTH INS MUTUAL FUND SHARES 0	Mutual Funds	—	—	$611K	3.0%
NUVEEN LIFECYCLE IDX 2030 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$564K	2.8%
AMERICAN FUNDS AMERFDS CAP WORLD GRTH&INC R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$532K	2.6%
VICTORY VIC PIONEER EQUITY INCOME Y MUTUAL FUND SHARES 0	Other securities	—	—	$509K	2.5%
FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE Y MUTUAL FUND SHARES 0	Mutual Funds	—	—	$494K	2.4%
JANUS HENDERSON JAN HEN FLEX BOND PORT INSTL MUTUAL FUND SHARES 0	Mutual Funds	—	—	$487K	2.4%
NUVEEN LIFECYCLE IDX INC RET MUTUAL FUND SHARES 0 15 PRUDENTIAL PGIM HIGH-YIELD Z MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$471K	2.3%
AMERICAN CENTURY AMERCENT MIDCAP VAL INV MUTUAL FUND SHARES 0	Other securities	—	—	$453K	2.2%
PARTICIPANTS LOANS 3.7% TO 4.66% 0	Bonds / Notes	—	—	$368K	1.8%
AMERICAN FUNDS AMERFDS EUPAC R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$312K	1.5%
NUVEEN LIFECYCLE IDX 2060 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$258K	1.3%
COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$253K	1.2%
AMERICAN FUNDS AMERFDS SMCAP WORLD R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$187K	0.9%
VICTORY VIC PIONEER BOND Y MUTUAL FUND SHARES 0	Other securities	—	—	$134K	0.7%
AMERICAN FUNDS AMERFDS NEW WORLD R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$127K	0.6%
FRANKLIN/TEMPLETON FRANKLIN SMALL CAP VALUE ADV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$117K	0.6%
NUVEEN LIFECYCLE IDX 2010 RET MUTUAL FUND SHARES 0 15 NUVEEN LIFECYCLE IDX 2015 RET MUTUAL FUND SHARES 0 15 NUVEEN LIFECYCLE IDX 2020 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$93K	0.5%
BLACKROCK BLACKRCK RUSSELL 2000IDX CL31 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$85K	0.4%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$66K	0.3%
NUVEEN LIFECYCLE IDX 2065 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$19K	<0.1%

1–32 of 32