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Original filing (PDF)20251014100621NAL0003575504001
HILLCREST HEALTH SYSTEMS INC
Form 5500
FILING_RECEIVED
HILLCREST HEALTH 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,174
Accounts w/ balance
374
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
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 (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLCREST HEALTH SYSTEMS INC.
Plan sponsor
Name
HILLCREST HEALTH SYSTEMS INC
EIN
47-0722560
Address
1902 HARLAN DRIVE · BELLEVUE, NE · 68005
Phone
(402) 934-3824
Industry
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
2025-10-14
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
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| 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.
Uncategorized
$20.4M
31 holdings
Pooled Separate Account
$18.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.9M | 14.3% | |
| AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0 | — | — | — | $2.0M | 9.7% | |
| NUVEEN LIFECYCLE IDX 2050 RET MUTUAL FUND SHARES 0 | — | — | — | $1.5M | 7.4% | |
| NUVEEN LIFECYCLE IDX 2045 RET MUTUAL FUND SHARES 0 | — | — | — | $1.3M | 6.2% | |
| NUVEEN LIFECYCLE IDX 2040 RET MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 5.6% | |
| STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 5.4% | |
| NUVEEN LIFECYCLE IDX 2035 RET MUTUAL FUND SHARES 0 | — | — | — | $1.0M | 5.0% | |
| NUVEEN LIFECYCLE IDX 2025 RET MUTUAL FUND SHARES 0 | — | — | — | $971K | 4.7% | |
| AMERICAN FUNDS AMERFDS FDAMENTAL INVS R4 MUTUAL FUND SHARES 0 | — | — | — | $955K | 4.7% | |
| JANUS HENDERSON JAN HEN VIT BALANCED SVC MUTUAL FUND SHARES 0 | — | — | — | $797K | 3.9% | |
| NUVEEN LIFECYCLE IDX 2055 RET MUTUAL FUND SHARES 0 | — | — | — | $632K | 3.1% | |
| VANGUARD VIF SMALLCOMPGRTH INS MUTUAL FUND SHARES 0 | — | — | — | $611K | 3.0% | |
| NUVEEN LIFECYCLE IDX 2030 RET MUTUAL FUND SHARES 0 | — | — | — | $564K | 2.8% | |
| AMERICAN FUNDS AMERFDS CAP WORLD GRTH&INC R4 MUTUAL FUND SHARES 0 | — | — | — | $532K | 2.6% | |
| VICTORY VIC PIONEER EQUITY INCOME Y MUTUAL FUND SHARES 0 | — | — | — | $509K | 2.5% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE Y MUTUAL FUND SHARES 0 | — | — | — | $494K | 2.4% | |
| JANUS HENDERSON JAN HEN FLEX BOND PORT INSTL MUTUAL FUND SHARES 0 | — | — | — | $487K | 2.4% | |
| NUVEEN LIFECYCLE IDX INC RET MUTUAL FUND SHARES 0 15 PRUDENTIAL PGIM HIGH-YIELD Z MUTUAL FUND SHARES 0 | — | — | — | $471K | 2.3% | |
| AMERICAN CENTURY AMERCENT MIDCAP VAL INV MUTUAL FUND SHARES 0 | — | — | — | $453K | 2.2% | |
| PARTICIPANTS LOANS 3.7% TO 4.66% 0 | — | — | — | $368K | 1.8% | |
| AMERICAN FUNDS AMERFDS EUPAC R4 MUTUAL FUND SHARES 0 | — | — | — | $312K | 1.5% | |
| NUVEEN LIFECYCLE IDX 2060 RET MUTUAL FUND SHARES 0 | — | — | — | $258K | 1.3% | |
| COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0 | — | — | — | $253K | 1.2% | |
| AMERICAN FUNDS AMERFDS SMCAP WORLD R4 MUTUAL FUND SHARES 0 | — | — | — | $187K | 0.9% | |
| VICTORY VIC PIONEER BOND Y MUTUAL FUND SHARES 0 | — | — | — | $134K | 0.7% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R4 MUTUAL FUND SHARES 0 | — | — | — | $127K | 0.6% | |
| FRANKLIN/TEMPLETON FRANKLIN SMALL CAP VALUE ADV MUTUAL FUND SHARES 0 | — | — | — | $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 | — | — | — | $93K | 0.5% | |
| BLACKROCK BLACKRCK RUSSELL 2000IDX CL31 MUTUAL FUND SHARES 0 | — | — | — | $85K | 0.4% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $66K | 0.3% | |
| NUVEEN LIFECYCLE IDX 2065 RET MUTUAL FUND SHARES 0 | — | — | — | $19K | <0.1% |