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Original filing (PDF)20241009150009NAL0010752131001
SURGERY PARTNERS, INC.
Form 5500
FILING_RECEIVED
SURGERY PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
4,583
Accounts w/ balance
4,601
Plan assets (EOY)
$314.9M
Net assets (EOY)
$314.9M
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURGERY PARTNERS, INC..
Plan sponsor
Name
SURGERY PARTNERS, INC.
EIN
47-3620923
Address
310 SEVEN SPRINGS WAY · SUITE 500 · BRENTWOOD, TN · 37027
Phone
(615) 234-5900
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $270K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $80K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $78K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $38K | — |
Investments
13 pooled funds· $197.6M(63% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770208 / PN 151 | Common Collective Trust | $49.4M | 15.7% |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770302 / PN 153 | Common Collective Trust | $41.2M | 13.1% |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773846 / PN 157 | Common Collective Trust | $21.7M | 6.9% |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770263 / PN 152 | Common Collective Trust | $15.0M | 4.8% |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3763061 / PN 149 | Common Collective Trust | $13.2M | 4.2% |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770058 / PN 150 | Common Collective Trust | $12.5M | 4.0% |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773730 / PN 154 | Common Collective Trust | $12.1M | 3.9% |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | $10.4M | 3.3% |
| PUTN LRG CP VAL II R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | $6.8M | 2.2% |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 46-3302432 / PN 178 | Common Collective Trust | $6.7M | 2.1% |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2700166 / PN 158 | Common Collective Trust | $4.8M | 1.5% |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | $3.3M | 1.0% |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | $410K | 0.1% |
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