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Original filing (PDF)20251013110121NAL0000518291001
GENERAL HEALTH SYSTEM
Form 5500
FILING_RECEIVED
GENERAL HEALTH SYSTEM RETIREMENT PLUS
401(k) retirement plan
Active participants
3,438
Accounts w/ balance
4,202
Plan assets (EOY)
$269.1M
Net assets (EOY)
$269.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL HEALTH SYSTEM.
Plan sponsor
Name
GENERAL HEALTH SYSTEM
EIN
72-0475545
Address
8585 PICARDY AVENUE · BATON ROUGE, LA · 70809
Phone
(225) 237-1500
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE,A PROFESSIONAL ACCOUNTING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $287K | — |
Investments
27 direct securities · 2 pooled funds· $272.6M(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
$257.7M
26 holdings
Insurance Contracts
$11.1M
1 holding
Pooled Separate Account
$3.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, Maturity Date, Rate of Interest, Collateral, interest Lessor, or Similar Party Par, or Maturity Value Cost Current Value Mutual Funds JPMorgan Smartret 2035 R6 | — | — | — | $28.8M | 10.7% | |
| JPMorgan Smartret 2030 R6 | — | — | — | $25.3M | 9.4% | |
| JPMorgan Smartret 2045 R6 | — | — | — | $25.0M | 9.3% | |
| Vanguard 500 Idx Admiral | — | — | — | $24.7M | 9.2% | |
| JPMorgan Smartret 2040 R6 | — | — | — | $24.1M | 9.0% | |
| JPMorgan Smartret 2025 R6 | — | — | — | $21.0M | 7.8% | |
| Fidelity Growth Co Fd | — | — | — | $20.0M | 7.4% | |
| JPMorgan Smartret 2050 R6 | — | — | — | $17.3M | 6.4% | |
| Funds * Empower Annuity Insurance Group Annuity Contract Company of America Guaranteed Income Fund | Insurance Contracts | — | — | $11.1M | 4.1% | |
| JPMorgan Smartret 2055 R6 | — | — | — | $10.3M | 3.8% | |
| Vanguard Van Dev Mark Ind Adm | — | — | — | $8.5M | 3.2% | |
| JPMorgan Smartret 2020 R6 | — | — | — | $8.2M | 3.1% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $7.0M | 2.6% | |
| JPMorgan Smartret 2060 R6 | — | — | — | $6.1M | 2.3% | |
| Metropolitan West Metropolitan West Total Ret | — | — | — | $5.2M | 1.9% | |
| Vanguard Vangaurd Ext Mark IDX Adm | — | — | — | $4.3M | 1.6% | |
| JPMorgan SM Cap Growth R6 | — | — | — | $3.9M | 1.4% | |
| JPMorgan Smartret Inc R6 | — | — | — | $3.8M | 1.4% | |
| Self-Directed Brokerage Self-Directed Brokerage | — | — | — | $3.6M | 1.3% | |
| Insurance Company Pooled Separate Accounts * Empower Annuity Insurance Company of America SCV/Victory Fund | — | — | — | $3.4M | 1.3% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $3.4M | 1.3% | |
| Participant Loans * Participant Loans Interest Rates ranging from 4.25% to 9.50% n/a | — | — | — | $2.3M | 0.9% | |
| Vanguard Vngrd Lifestratgy Gr Fd | — | — | — | $1.6M | 0.6% | |
| Vanguard Vngrd Lifestratgy Mod Gr | — | — | — | $1.5M | 0.5% | |
| Vanguard GNMA Core Bond | — | — | — | $765K | 0.3% | |
| Invesco Opp Dev Mkt Cl R6 | — | — | — | $546K | 0.2% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $279K | 0.1% | |
| Vanguard Lifestrategy Inc | — | — | — | $257K | <0.1% | |
| Vanguard Vang Life Strat Consrv Gr | — | — | — | $125K | <0.1% |
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