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Original filing (PDF)20251014102332NAL0001216275001
LIFENET HEALTH
Form 5500
FILING_RECEIVED
LIFENET PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,306
Accounts w/ balance
1,262
Plan assets (EOY)
$105.2M
Net assets (EOY)
$105.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFENET HEALTH.
Plan sponsor
Name
LIFENET HEALTH
EIN
52-1273592
Address
1864 CONCERT DR · VIRGINIA BCH, VA · 234531903
Phone
(757) 609-4602
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $122K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
23 direct securities · 1 pooled fund· $94.6M(90% 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.
Uncategorized
$93.1M
23 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Target Retirement 2030 Investors Fund | — | — | — | $16.9M | 16.1% | |
| Vanguard Funds Vanguard Target Retirement 2040 Investors Fund | — | — | — | $12.8M | 12.1% | |
| Vanguard Funds Vanguard Target Retirement 2020 Investors Fund | — | — | — | $10.3M | 9.8% | |
| Vanguard Funds Vanguard Target Retirement 2035 Investors Fund | — | — | — | $8.9M | 8.5% | |
| Vanguard Funds Vanguard Target Retirement 2025 Investors Fund | — | — | — | $7.6M | 7.2% | |
| Vanguard Funds Vanguard Target Retirement 2045 Investors Fund | — | — | — | $6.0M | 5.7% | |
| Vanguard Funds Vanguard Institutional Index Fund Institutional Fund | — | — | — | $5.2M | 4.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Blue Chip Growth Fund | — | — | — | $5.1M | 4.8% | |
| Vanguard Funds Vanguard Target Retirement 2050 Investors Fund | — | — | — | $4.5M | 4.3% | |
| Vanguard Funds Vanguard Target Retirement Income Investors Fund | — | — | — | $3.8M | 3.6% | |
| Vanguard Funds Vanguard Mid Cap Index Admiral Fund | — | — | — | $2.5M | 2.4% | |
| Vanguard Funds Vanguard Total International Stock Index Fund Admiral | — | — | — | $1.9M | 1.8% | |
| Vanguard Funds Vanguard Target Retirement 2055 Investors Fund | — | — | — | $1.6M | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| Vanguard Funds Vanguard Value Index Fund Admiral | — | — | — | $1.4M | 1.3% | |
| PGIM Funds (Prudential) PGIM Total Return Bond R6 Fund | — | — | — | $1.0M | 1.0% | |
| Vanguard Funds Vanguard Small Cap Index Admiral Fund | — | — | — | $780K | 0.7% | |
| Vanguard Funds Vanguard Target Retirement 2065 Investors Fund | — | — | — | $726K | 0.7% | |
| Vanguard Funds Vanguard Target Retirement 2060 Investors Fund | — | — | — | $699K | 0.7% | |
| PIMCO Diversified Income Institutional Fund | — | — | — | $664K | 0.6% | |
| Vanguard Funds Vanguard Target Retirement 2070 Investors Fund | — | — | — | $281K | 0.3% | |
| PIMCO Real Return Fund Institutional Fund | — | — | — | $261K | 0.2% | |
| Nationwide Gen Small Cap Growth R6 Fund | — | — | — | $239K | 0.2% | |
| JP Morgan Funds MGRS Behavioral Value R6 Fund | — | — | — | $212K | 0.2% |
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