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Original filing (PDF)20251015144004NAL0002584979001
CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
CHRISTIANA CARE VISITING NURSE ASSOCIATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
47% in single holding~75 bps in Sched C fees6 service providers
Active participants
73
Accounts w/ balance
—
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
76
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BLACKROCK LONG DURATION CORPORATE CREDIT SCREENED NON-LENDABLE FUND" is 47% of plan.
- 75 bps in Schedule C fees — 160% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC..
Plan sponsor
Name
CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC.
EIN
51-0064334
Address
4000 NEXUS DRIVE · SUITE SW2-700 · WILMINGTON, DE · 19803
Phone
(302) 327-5583
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE CONSULTING LLP | 06-1454513 | — | NONE | $77K | — |
| WILMINGTON TRUST | 51-0055023 | — | NONE | $32K | — |
| BLACKROCK INSTITUTIONAL TRUST COMP | 32-0174431 | — | NONE | $29K | — |
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | NONE | $26K | — |
| LINCOLN RETIREMENT SERVICES CO. LLC | 35-2134263 | — | NONE | $12K | — |
| MORGAN, LEWIS, & BOCKIUS, LLP | 23-0891050 | — | NONE | $7K | — |
Investments
2 direct securities · 10 pooled funds· $24.8M(100% 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.
Common Collective Trust
$22.0M
10 holdings
Uncategorized
$2.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION CORP CREDIT SCREENED BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | $10.9M | $11.7M | 48.5% | |
| INTERMEDIATE GOVERNMENT BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $2.6M | $2.7M | 11.3% | |
| Selling Price $ - S.2 - (c) | — | — | $1.8M | $2.4M | 9.7% | |
| MSCI ACWI EQUITY INDEX NON-LENDABLE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-1743707 / PN 001 | Common Collective Trust | — | $1.6M | $2.3M | 9.5% | |
| LONG TERM GOVERNMENT BOND INDEX FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118547 / PN 001 | Common Collective Trust | — | $1.8M | $1.7M | 7.0% | |
| U.S. STRIPS 20+ YEAR BOND INDEX FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-3227381 / PN 001 | Common Collective Trust | — | $1.4M | $1.2M | 4.9% | |
| TREASURY U.S. 10 YEAR KEY RATE DURA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $879K | $634K | 2.6% | |
| TREASURY U.S. 5 YEAR KEY RATE DURAT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $621K | $592K | 2.4% | |
| TREASURY U.S. 15 YEAR KEY RATE DURA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $807K | $504K | 2.1% | |
| MONEY MARKET FUNDS * WILMINGTON TRUST US GOVERNMENT MONEY MARKET FUND | — | — | $411K | $411K | 1.7% | |
| TREASURY U.S. 25+ YEAR KEY RATE DUR BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $633K | $385K | 1.6% | |
| TREASURY U.S. 20 YEAR KEY RATE DURA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $303K | $228K | 0.9% |