Original filing (PDF)20251009082209NAL0006670961001

ALL CHILDRENS HEALTH SYSTEM, INC.

Name: ALL CHILDRENS HEALTH SYSTEM, INC. — ALL CHILDRENS HEALTH SYSTEM, INC. 403(B) SAVINGS PLAN, Form 5500 (2024)
Creator: ALL CHILDRENS HEALTH SYSTEM, INC.

Form 5500

FILING_RECEIVED

ALL CHILDRENS HEALTH SYSTEM, INC. 403(B) SAVINGS PLAN

403(b) retirement plan

Active participants

3,903

Accounts w/ balance

6,667

Plan assets (EOY)

$513.9M

Net assets (EOY)

$513.9M

How this plan invests

This plan

2 pooled trusts

Schedule D

115 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

7 bps in Schedule C fees — modestly above peer band of 6 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL CHILDRENS HEALTH SYSTEM, INC..

Plan sponsor

Name

ALL CHILDRENS HEALTH SYSTEM, INC.

EIN

59-2481740

Address

501 6TH AVENUE SOUTH · BOX 00-9510 · ST. PETERSBURG, FL · 33701

Phone

(727) 767-8299

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

2025-10-09

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SB & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$341K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	43-1270780	—	INVESTMENT ADVISOR	$29K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SB & CO LLC	20-2153727	—	AUDITOR	$12K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$25	—

Investments

115 direct securities · 2 pooled funds· $514.1M(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.

Uncategorized

$477.0M

114 holdings

Mutual Funds

$19.2M

1 holding

Pooled Separate Account

$17.9M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Instl Index Instl Plus	—	—	—	$55.4M	10.8%
Metlife Insurance Company/Guaranteed Account	—	—	—	$35.9M	7.0%
Fidelity Contrafund K6	—	—	—	$33.8M	6.6%
American Century American Century One Choice 2030 I	—	—	—	$30.2M	5.9%
American Century American Century One Choice 2035 I	—	—	—	$29.9M	5.8%
American Century American Century One Choice 2045 I	—	—	—	$27.8M	5.4%
Blackrock iShares US Aggregate Bond Index K	—	—	—	$27.2M	5.3%
American Century American Century One Choice 2040 I	—	—	—	$27.1M	5.3%
PIMCO Income A	—	—	—	$26.3M	5.1%
American Century American Century One Choice 2050 I	—	—	—	$26.2M	5.1%
Putnam Large Cap Val R6	—	—	—	$21.7M	4.2%
American Century American Century One Choice 2025 I	Mutual Funds	—	—	$19.2M	3.7%
American Century American Century One Choice In Retirement I	—	—	—	$14.9M	2.9%
VARIABLE LIFE INS CO ANNUITIES VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 001	Pooled Separate Account	—	—	$14.0M	2.7%
American Century American Century One Choice 2055 I	—	—	—	$13.0M	2.5%
Vanguard Small Cap Index Inst	—	—	—	$11.5M	2.2%
Blackrock iShares MSCI EAFE Intl Idx K	—	—	—	$10.3M	2.0%
American Funds American Funds EuroPacific Growth R6	—	—	—	$7.4M	1.4%
American Century American Century One Choice 2060 I	—	—	—	$7.3M	1.4%
John Hancock John Hancock Disciplined Value Mid Cap R6	—	—	—	$6.6M	1.3%
Vanguard Federal Money Market	—	—	—	$6.0M	1.2%
Blackrock iShares Russell Mid-Cap Index K	—	—	—	$5.8M	1.1%
MassMutual Select Mid Cap Growth R5	—	—	—	$5.2M	1.0%
Janus Henderson Triton T	—	—	—	$5.2M	1.0%
Participants Participant Loans**	—	—	—	$5.1M	1.0%
Insurance Company Annuity Contracts * Variable Annuity Life Insurance Company Variable Annuity Life Insurance Company Fixed Account Plus	—	—	—	$4.5M	0.9%
American Century American Century One Choice 2065 I	—	—	—	$4.3M	0.8%
Fidelity Small Cap Value	—	—	—	$4.1M	0.8%
NATIONWIDE LIFE INS CO. ANNUITIES NATIONWIDE LIFE INSURANCE CO. · EIN 31-4156830 / PN 001	Pooled Separate Account	—	—	$3.9M	0.8%
American Funds American Funds New World R6	—	—	—	$3.7M	0.7%
VALIC Company I Stock Index Fund	—	—	—	$3.0M	0.6%
VALIC Company I Science & Technology Fund	—	—	—	$2.1M	0.4%
VALIC Company I Mid Cap Index Fund	—	—	—	$1.4M	0.3%
VALIC Company I Growth Fund	—	—	—	$1.0M	0.2%
Variable Annuity Life Insurance Company Variable Annuity Life Insurance Company Short Term Fixed Account	—	—	—	$910K	0.2%
Vanguard Windsor II Fund	—	—	—	$894K	0.2%
Lincoln National Life Insurance Company Lincoln Insurance Company Fixed Account	—	—	—	$714K	0.1%
VALIC Company Systematic Core Fund	—	—	—	$655K	0.1%
Vanguard Wellington Fund, Inc	—	—	—	$591K	0.1%
Nationwide Variable Insurance Trust NVIT Investor Destinations Moderately Aggressive Fund II	—	—	—	$555K	0.1%
VALIC Company I Small Cap Index Fund	—	—	—	$506K	<0.1%
Money Market Funds American Century American Century U.S. Government Money Market Fund	—	—	—	$504K	<0.1%
VALIC Company I Large Capital Growth Fund	—	—	—	$496K	<0.1%
VALIC Company II Small Cap Growth Fund	—	—	—	$416K	<0.1%
Nationwide Variable Insurance Trust NVIT Mellon Dynamic US Core I	—	—	—	$381K	<0.1%
VALIC Company I International Growth Fund	—	—	—	$348K	<0.1%
Fidelity VIP Growth Fund	—	—	—	$340K	<0.1%
Nationwide Variable Insurance Trust NVIT Victory Mid Cap Value Fund Class II	—	—	—	$292K	<0.1%
VALIC Company I VC I Conservation Growth Lifestyle	—	—	—	$262K	<0.1%
VALIC Company I NASDAQ-100(R) Index Fund	—	—	—	$261K	<0.1%
Invesco VI GLBL I	—	—	—	$255K	<0.1%
Separate Accounts Ariel Investments Ariel Appreciation Fund	—	—	—	$238K	<0.1%
Fidelity VIP Equity Income Fund	—	—	—	$236K	<0.1%
PIMCO All Asset Instl	—	—	—	$209K	<0.1%
BNY Mellon BNY Mellon Stock Index Initial	—	—	—	$194K	<0.1%
VALIC Company II International Opportunities 990 * VALIC Company International Socially Responsible Fund	—	—	—	$191K	<0.1%
Nationwide Variable Insurance Trust NVIT Investor Destinations Moderate Fund II	—	—	—	$181K	<0.1%
VALIC Company I Mid Cap Strategic Growth Fund	—	—	—	$174K	<0.1%
Ariel Investments Ariel Fund	—	—	—	$153K	<0.1%
Nationwide Variable Insurance Trust NVIT Multi-Manager Small Core I	—	—	—	$147K	<0.1%
Nationwide Variable Insurance Trust NVIT AQR Large Cap Defensive Style Fund I	—	—	—	$142K	<0.1%
VALIC Company I International Value Fund	—	—	—	$142K	<0.1%
Nationwide Fixed Account	—	—	—	$138K	<0.1%
Nationwide Variable Insurance Trust NVIT Jacob Levy Large Cap Core I	—	—	—	$130K	<0.1%
Nationwide Variable Insurance Trust NVIT Allspring Discovery Fund	—	—	—	$112K	<0.1%
VALIC Company II Moderate Growth Lifestyle	—	—	—	$102K	<0.1%
VALIC Company I Small Cap Special Value Fund	—	—	—	$101K	<0.1%
VALIC Company I Government Money Market I	—	—	—	$100K	<0.1%
VALIC Company I Global Strategy Fund	—	—	—	$99K	<0.1%
Nationwide Variable Insurance Trust NVIT Investor Destinations Aggressive Fund II	—	—	—	$90K	<0.1%
Nationwide Variable Insurance Trust NVIT Government Money Market Fund	—	—	—	$85K	<0.1%
T. Rowe Price T. Rowe Price Health Science Fund	—	—	—	$82K	<0.1%
Nationwide Variable Insurance Trust NVIT Real Estate Fund	—	—	—	$79K	<0.1%
VALIC Company II Mid Cap Value Fund	—	—	—	$79K	<0.1%
VALIC Company I Dividend Value	—	—	—	$71K	<0.1%
Nationwide Variable Insurance Trust NVIT Multi-Manager Small Cap Value Fund I	—	—	—	$66K	<0.1%
Vanguard Long-Term Investment- Grade Fund	—	—	—	$65K	<0.1%
Nationwide Variable Insurance Trust NVIT American Funds GR II	—	—	—	$64K	<0.1%
VALIC Company II Core Bond Fund	—	—	—	$56K	<0.1%
Vanguard Lifestrategy Moderate Fund 499 Vanguard Long-Term Treasury	—	—	—	$52K	<0.1%
VALIC Company II High Yield Bond Fund	—	—	—	$52K	<0.1%
Nationwide Variable Insurance Trust NVIT NS Partners International Focused Growth Fund Class I	—	—	—	$51K	<0.1%
Separate Accounts (continued) * Nationwide Variable Insurance Trust NVIT Investor Destinations Moderately Conservative Fund II	—	—	—	$49K	<0.1%
Nationwide Variable Insurance Trust NVIT American Funds GR Inc II	—	—	—	$48K	<0.1%
Nationwide Variable Insurance Trust NVIT Mellon Dynamic US Equity INC I	—	—	—	$44K	<0.1%
VALIC Company I Asset Allocation Fund	—	—	—	$43K	<0.1%
VALIC Company I Systematic Growth Fund	—	—	—	$42K	<0.1%
Janus Henderson Janus Henderson VIT Overseas Instl Forty SVC	—	—	—	$40K	<0.1%
VALIC Company I Emerging Economies	—	—	—	$38K	<0.1%
Janus Henderson Janus Henderson VIT Global Technology	—	—	—	$31K	<0.1%
Fidelity VIP Asset Manager	—	—	—	$28K	<0.1%
VALIC Company I International Government Bond	—	—	—	$26K	<0.1%
VALIC Company I International Equities Index Fund	—	—	—	$23K	<0.1%
Invesco VI Core Plus Bond I	—	—	—	$22K	<0.1%
Nationwide Variable Insurance Trust NVIT Government Bond Fund I	—	—	—	$22K	<0.1%
Fidelity VIP High Income Fund	—	—	—	$19K	<0.1%
VALIC Company I Government Securities Fund	—	—	—	$19K	<0.1%
VALIC Company II VC I Capital Appreciation Fund	—	—	—	$17K	<0.1%
Fidelity VIP Overseas Fund	—	—	—	$17K	<0.1%
VanEck VIP Emerging Markets Fund	—	—	—	$15K	<0.1%
Janus Henderson Janus Henderson VIT Forty SVC	—	—	—	$15K	<0.1%
Separate Accounts (continued) Vanguard Lifestrategy Conser	—	—	—	$15K	<0.1%
BNY Mellon BNY Mellon VIF GR INC Initial	—	—	—	$13K	<0.1%
Masssachusetts Financial Services (MFS) MFS VIT Value Series	—	—	—	$12K	<0.1%
JPMorgan Mid Cap Value Fund	—	—	—	$12K	<0.1%
American Century American Century VP Mid Cap Value Fund	—	—	—	$12K	<0.1%
VALIC Company Systematic Value	—	—	—	$12K	<0.1%
Nationwide Variable Insurance Trust NVIT Invesco Small Cap Growth Fund Class I	—	—	—	$11K	<0.1%
American Century American Century VP Infl Prtct II	—	—	—	$9K	<0.1%
Nationwide Variable Insurance Trust NVIT International Equity Fund I	—	—	—	$7K	<0.1%
Invesco VI DISC MDCAP GR 1	—	—	—	$7K	<0.1%
VALIC Company II Small Cap Value Fund	—	—	—	$5K	<0.1%
Vanguard Lifestrategy Growth	—	—	—	$4K	<0.1%
Nationwide Variable Insurance Trust NVIT Jacob Levy Large Cap Growth Fund I	—	—	—	$4K	<0.1%
VALIC Company I Inflation Protected Fund	—	—	—	$3K	<0.1%
VALIC Company I Global Real Estate Fund	—	—	—	$2K	<0.1%
Nationwide Variable Insurance Trust NVIT Mid Cap Index Fund	—	—	—	$2K	<0.1%