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Original filing (PDF)20251005105902NAL0002757745001
ORLANDO HEALTH, INC.
Form 5500
FILING_RECEIVED
ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B
403(b) retirement plan
Active participants
39,761
Accounts w/ balance
47,384
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 61% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORLANDO HEALTH, INC..
Plan sponsor
Name
ORLANDO HEALTH, INC.
EIN
59-1726273
Address
1414 KUHL AVENUE · ORLANDO, FL · 328062093
Phone
(407) 841-5111
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $1.4M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | INV. ADVISORY | $161K | — |
Investments
69 direct securities· $1.8B(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * Management Trust Company 500 Index Fund | — | — | — | $230.8M | 12.1% | |
| Unallocated Contracts ^ Metropolitan Life Insurance Company MetLife Stable Value Plus Account Fund, | — | — | — | $127.8M | 6.7% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $123.5M | 6.4% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $120.3M | 6.3% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $116.5M | 6.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $108.9M | 5.7% | |
| Fiduciary Trust Company Vanguard Windsor II Fund - Admiral Fund | — | — | — | $102.2M | 5.3% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $101.4M | 5.3% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $98.3M | 5.1% | |
| Dodge & Cox Income Fund | — | — | — | $80.0M | 4.2% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $77.0M | 4.0% | |
| Management Trust Company U.S. Bond Index Fund | — | — | — | $65.1M | 3.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $61.4M | 3.2% | |
| American Funds EuroPacific Growth Fd R6 Fund | — | — | — | $59.0M | 3.1% | |
| Management Trust Company Total International Index Fund | — | — | — | $49.0M | 2.6% | |
| American Century Mid Cap Value R6 | — | — | — | $39.8M | 2.1% | |
| Management Trust Company Small Cap Value Index Fund | — | — | — | $39.6M | 2.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $38.9M | 2.0% | |
| Management Trust Company Mid Cap Index Fund | — | — | — | $31.3M | 1.6% | |
| Management Trust Company Small Cap Growth Index Fund | — | — | — | $24.7M | 1.3% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $21.2M | 1.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $17.9M | 0.9% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $5.6M | 0.3% | |
| Money Market Account Fiduciary Trust Company Vanguard Federal Money Market Fund | — | — | — | $5.4M | 0.3% | |
| contract value * ^ The Variable Annuity Life Insurance Company Fixed Account Plus Fund, at contract value | — | — | — | $4.5M | 0.2% | |
| The Variable Annuity Life Insurance Company Stock Index Fund | — | — | — | $3.3M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $3.0M | 0.2% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $2.1M | 0.1% | |
| The Variable Annuity Life Insurance Company Science and Technology Fund | — | — | — | $1.6M | <0.1% | |
| The Variable Annuity Life Insurance Company Systematic Core Fund | — | — | — | $660K | <0.1% | |
| The Variable Annuity Life Insurance Company Small Cap Growth Fund | — | — | — | $493K | <0.1% | |
| Fiduciary Trust Company Vanguard Wellington Fund Investor Shares | — | — | — | $373K | <0.1% | |
| Registered Investment Companies (Cont.) * The Variable Annuity Life Insurance Company Growth Fund | — | — | — | $363K | <0.1% | |
| The Variable Annuity Life Insurance Company International Growth Fund | — | — | — | $297K | <0.1% | |
| The Variable Annuity Life Insurance Company Core Bond Fund | — | — | — | $271K | <0.1% | |
| The Variable Annuity Life Insurance Company Mid Cap Index Fund | — | — | — | $265K | <0.1% | |
| Fiduciary Trust Company Vanguard Windsor II Fund Investor Shares | — | — | — | $218K | <0.1% | |
| The Variable Annuity Life Insurance Company Small Cap Index Fund | — | — | — | $164K | <0.1% | |
| ^ The Variable Annuity Life Insurance Company Short-term Fixed Account Fund, at contract value | — | — | — | $156K | <0.1% | |
| Fiduciary Trust Company LifeStrategy Moderate Growth Fund | — | — | — | $153K | <0.1% | |
| The Variable Annuity Life Insurance Company Large Capital Growth Fund | — | — | — | $121K | <0.1% | |
| The Variable Annuity Life Insurance Company Global Strategy Fund | — | — | — | $115K | <0.1% | |
| The Variable Annuity Life Insurance Company International Socially Responsible Fund | — | — | — | $93K | <0.1% | |
| The Variable Annuity Life Insurance Company Mid Cap Strategic Growth Fund | — | — | — | $69K | <0.1% | |
| American Beacon Bridgeway Large Cap Growth Fund | — | — | — | $68K | <0.1% | |
| The Variable Annuity Life Insurance Company Moderate Growth Lifestyle Fund | — | — | — | $65K | <0.1% | |
| The Variable Annuity Life Insurance Company NASDAQ - 100(R) Index Fund | — | — | — | $64K | <0.1% | |
| The Variable Annuity Life Insurance Company Systematic Value Fund | — | — | — | $62K | <0.1% | |
| The Variable Annuity Life Insurance Company Government Securities Fund | — | — | — | $51K | <0.1% | |
| The Variable Annuity Life Insurance Company Systematic Growth Fund | — | — | — | $48K | <0.1% | |
| The Variable Annuity Life Insurance Company Emerging Economies | — | — | — | $30K | <0.1% | |
| The Variable Annuity Life Insurance Company International Equities Index Fund | — | — | — | $29K | <0.1% | |
| Fiduciary Trust Company International Value Fund Investor Shares | — | — | — | $28K | <0.1% | |
| The Variable Annuity Life Insurance Company International Government Bond Fund | — | — | — | $25K | <0.1% | |
| The Variable Annuity Life Insurance Company Ariel Appreciation Fund | — | — | — | $25K | <0.1% | |
| The Variable Annuity Life Insurance Company Government Money Market I Fund | — | — | — | $21K | <0.1% | |
| The Variable Annuity Life Insurance Company Small Cap Value Fund | — | — | — | $16K | <0.1% | |
| The Variable Annuity Life Insurance Company Mid Cap Value Fund | — | — | — | $15K | <0.1% | |
| The Variable Annuity Life Insurance Company Ariel Fund | — | — | — | $14K | <0.1% | |
| Fiduciary Trust Company Long-Term Inv-Grade Fund | — | — | — | $14K | <0.1% | |
| The Variable Annuity Life Insurance Company Socially Responsible Fund | — | — | — | $13K | <0.1% | |
| The Variable Annuity Life Insurance Company High Yield Bond Fund | — | — | — | $7K | <0.1% | |
| The Variable Annuity Life Insurance Company Dividend Value Fund | — | — | — | $7K | <0.1% | |
| Fiduciary Trust Company Long-Term Treasury Fund | — | — | — | $6K | <0.1% | |
| The Variable Annuity Life Insurance Company Aggressive Growth Lifestyle Fund | — | — | — | $4K | <0.1% | |
| The Variable Annuity Life Insurance Company Inflation Protected Fund | — | — | — | $2K | <0.1% | |
| The Variable Annuity Life Insurance Company Small Cap Special Value Fund | — | — | — | $2K | <0.1% | |
| Registered Investment Companies (Cont.) * The Variable Annuity Life Insurance Company International Opportunities Fund | — | — | — | $2K | <0.1% | |
| The Variable Annuity Life Insurance Company Asset Allocation Fund | — | — | — | $2K | <0.1% |