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Original filing (PDF)20241010151154NAL0034558576001
SURGERY PARTNERS, INC.
Form 5500
FILING_RECEIVED
NATIONAL SURGICAL HOSPITALS 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
2,467
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 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)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
340 SEVEN SPRINGS WAY · STE 600 · BRENTWOOD, TN · 37027
Phone
(615) 234-5900
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP LLC | 13-3036745 | — | RECORDKEEPER | $167K | — |
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $80K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATTIMORE, BLACK, MORGAN & CRAIN, P | 62-1199757 | — | AUDIT | $20K | — |
| LERROSARBEY PLLC | 27-0855205 | — | AUDIT | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MDX PRINT | 62-1199757 | — | SERVICE PROVIDER | $6K | — |
Investments
10 pooled funds· $0
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 |
|---|---|---|---|
| BLACKROCK LIFEPATH IDX 2050 S WILMINGTON TRUST, N.A. · EIN 26-3763061 / PN 149 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2045 S WILMINGTON TRUST, N.A. · EIN 26-3770058 / PN 150 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2040 S WILMINGTON TRUST, N.A. · EIN 26-3770058 / PN 151 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2035 S WILMINGTON TRUST, N.A. · EIN 26-3770263 / PN 152 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2030 S WILMINGTON TRUST, N.A. · EIN 26-3770302 / PN 153 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2025 S WILMINGTON TRUST, N.A. · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX RETIRE WILMINGTON TRUST, N.A. · EIN 26-3773846 / PN 157 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2065 S WILMINGTON TRUST, N.A. · EIN 38-4126295 / PN 598 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2055 S WILMINGTON TRUST, N.A. · EIN 46-3302432 / PN 178 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2060 S WILMINGTON TRUST, N.A. · EIN 47-2700166 / PN 158 | Common Collective Trust | $0 | — |