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Original filing (PDF)20251013145422NAL0000743043001
CHRISTIANA CARE HEALTH SERVICES INC
Form 5500
FILING_RECEIVED
CHRISTIANA CARE 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,679
Accounts w/ balance
18,014
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
71 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 103% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTIANA CARE HEALTH SERVICES INC.
Plan sponsor
Name
CHRISTIANA CARE HEALTH SERVICES INC
EIN
51-0103684
Address
4000 NEXUS DRIVE, SW2-700 · WILMINGTON, DE · 19803
Phone
(302) 327-5040
Industry
Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | AUDITOR | $31K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $1.8M | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | SERVICE PROVIDER | $51K | — |
| CAPFINANCIAL PARTNERS, LLCS | 26-0058143 | — | SERVICE PROVIDER | $29K | — |
Investments
71 direct securities· $1.9B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Contract IO63249 | — | — | — | $365.8M | 19.6% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $293.3M | 15.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $187.3M | 10.0% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $145.3M | 7.8% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $128.9M | 6.9% | |
| Vanguard Equity-Income Fund Mutual Fund | — | — | — | $125.6M | 6.7% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $122.6M | 6.6% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $89.2M | 4.8% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $72.9M | 3.9% | |
| T. Rowe Price Institutional Mid Cap Equity Fund Mutual Fund | — | — | — | $72.0M | 3.9% | |
| Vanguard High-Yield Corporate Fund Mutual Fund | — | — | — | $35.9M | 1.9% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $34.6M | 1.9% | |
| Nuveen Real Estate Securities Fund Mutual Fund | — | — | — | $30.0M | 1.6% | |
| American Century Mid Cap Value Fund Mutual Fund | — | — | — | $28.6M | 1.5% | |
| Maturities through 2040 - | — | — | — | $20.0M | 1.1% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $19.8M | 1.1% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $19.8M | 1.1% | |
| JP Morgan Core Bond Fund Mutual Fund | — | — | — | $17.4M | 0.9% | |
| Charles Schwab Brokerage Self-Directed Brokerage Accounts | — | — | — | $14.7M | 0.8% | |
| Lincoln Fixed Account Group Fixed Annuity Contract | — | — | — | $12.7M | 0.7% | |
| Fidelity Growth Portfolio Separate Account | — | — | — | $5.8M | 0.3% | |
| LVIP Dimensional US Core Equity Fund Separate Account | — | — | — | $4.0M | 0.2% | |
| Fidelity Asset Manager Separate Account | — | — | — | $2.3M | 0.1% | |
| LVIP SSGA S&P 500 Index Fund Separate Account | — | — | — | $1.9M | 0.1% | |
| LVIP Macquarie Mid Cap Value Fund Separate Account | — | — | — | $1.8M | <0.1% | |
| LVIP Macquarie Social Awareness Fund Separate Account | — | — | — | $1.3M | <0.1% | |
| LVIP Macquarie Wealth Builder Fund Separate Account | — | — | — | $584K | <0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility Fund Separate Account | — | — | — | $481K | <0.1% | |
| LVIP BlackRock Dividend Value Managed Volatility Fund Separate Account | — | — | — | $443K | <0.1% | |
| LVIP JP Morgan Retirement Income Fund Separate Account | — | — | — | $406K | <0.1% | |
| LVIP SSGA Small Cap Index Fund Separate Account | — | — | — | $387K | <0.1% | |
| LVIP Macquarie Bond Fund Separate Account | — | — | — | $326K | <0.1% | |
| LVIP Mondrian International Value Fund Separate Account | — | — | — | $316K | <0.1% | |
| LVIP T Rowe Price Structured Fund Separate Account | — | — | — | $305K | <0.1% | |
| LVIP Macquarie Small Mid Cap Core Fund Separate Account | — | — | — | $294K | <0.1% | |
| T Rowe Price International Stock Separate Account | — | — | — | $287K | <0.1% | |
| LVIP T Rowe Price Structured Mid Cap Fund Separate Account | — | — | — | $212K | <0.1% | |
| Fidelity VIP Growth Separate Account | — | — | — | $205K | <0.1% | |
| LVIP Baron Growth Opportunities Fund Separate Account | — | — | — | $168K | <0.1% | |
| American Century VP Balanced Fund Separate Account | — | — | — | $160K | <0.1% | |
| American Funds Growth Fund Separate Account | — | — | — | $149K | <0.1% | |
| American Funds Growth Income Fund Separate Account | — | — | — | $145K | <0.1% | |
| Macquarie Small Cap Value Fund Separate Account | — | — | — | $98K | <0.1% | |
| LVIP T Rowe Price 2040 Fund Separate Account | — | — | — | $97K | <0.1% | |
| Fidelity VIP Contrafund Separate Account | — | — | — | $75K | <0.1% | |
| American Funds Global Growth Fund Separate Account | — | — | — | $74K | <0.1% | |
| MFS Utilities Fund Separate Account | — | — | — | $68K | <0.1% | |
| LVIP Macquarie Diversified Income Fund Separate Account | — | — | — | $67K | <0.1% | |
| PIMCO VIT Total Return Portfolio Separate Account | — | — | — | $63K | <0.1% | |
| Fidelity Contrafund Portfolio Separate Account | — | — | — | $62K | <0.1% | |
| Janus Henderson Global Research Fund Separate Account | — | — | — | $50K | <0.1% | |
| LVIP Macquarie REIT Fund Separate Account | — | — | — | $47K | <0.1% | |
| Fidelity VIP Freedom Target 2025 Fund Separate Account | — | — | — | $29K | <0.1% | |
| LVIP Emerging Markets Fund Separate Account | — | — | — | $29K | <0.1% | |
| American Funds International Fund Separate Account | — | — | — | $27K | <0.1% | |
| LVIP Vanguard Domestic Equity Fund Separate Account | — | — | — | $27K | <0.1% | |
| Neuberger Berman AMT Sustainable Equity Fund Separate Account | — | — | — | $16K | <0.1% | |
| AB VPS Sustainable Global Thematic Portfolio Separate Account | — | — | — | $15K | <0.1% | |
| LVIP JP Morgan Select Mid Cap Value Managed Volatility Fund Separate Account | — | — | — | $14K | <0.1% | |
| LVIP Global Conservative Allocation Fund Separate Account | — | — | — | $12K | <0.1% | |
| LVIP SSGA Global Tactical Allocation Managed Volatility Fund Separate Account | — | — | — | $12K | <0.1% | |
| LVIP Government Money Market Fund Separate Account | — | — | — | $11K | <0.1% | |
| LVIP Macquarie High Yield Fund Separate Account | — | — | — | $11K | <0.1% | |
| LVIP Vanguard International Equity Fund Separate Account | — | — | — | $9K | <0.1% | |
| American Funds International Growth and Income Separate Account | — | — | — | $8K | <0.1% | |
| LVIP Macquarie Value Series Fund Separate Account | — | — | — | $8K | <0.1% | |
| LVIP Mondrian Global Income Fund Separate Account | — | — | — | $8K | <0.1% | |
| BNY Mellon Opportunistic Small Cap Fund Separate Account | — | — | — | $2K | <0.1% | |
| LVIP Global Equity Managed Fund Separate Account | — | — | — | $2K | <0.1% | |
| LVIP T Rowe Price 2020 Fund Separate Account ** 642 * LVIP T Rowe Price 2030 Fund Separate Account | — | — | — | $2K | <0.1% | |
| Fidelity VIP Freedom Target 2030 Fund Separate Account | — | — | — | $2K | <0.1% |