Original filing (PDF)20251001161118NAL0021263522001

HEALTH CATALYST CAPITAL MANAGEMENT LLC

Name: HEALTH CATALYST CAPITAL MANAGEMENT LLC — HEALTH CATALYST CAPITAL MANAGEMENT LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: HEALTH CATALYST CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

HEALTH CATALYST CAPITAL MANAGEMENT LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH CATALYST CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

HEALTH CATALYST CAPITAL MANAGEMENT LLC

EIN

47-5676027

Address

515 MADISON AVE STE 2701 · NEW YORK, NY · 100225403

Phone

(212) 757-8025

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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