Original filing (PDF)20250918163145NAL0000758659001

IMPERIAL HEALTH

Name: IMPERIAL HEALTH — IMPERIAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: IMPERIAL HEALTH

Form 5500

FILING_RECEIVED

IMPERIAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

286

Accounts w/ balance

367

Plan assets (EOY)

$43.6M

Net assets (EOY)

$43.6M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPERIAL HEALTH.

Plan sponsor

Name

IMPERIAL HEALTH

EIN

72-1005645

Address

501 DR.MICHAEL DEBAKEY DR · LAKE CHARLES, LA · 70601

Phone

(337) 433-8400

Industry

Offices of Physicians· 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

2025-09-18

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)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$45K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEW EDGE ADVISORS LLC	—	PITTSBURGH, PA	OTHER	$23K	—

Investments

2 pooled funds· $5.4M(12% 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.

			% of plan
ROBECO BP LARGE CAP VAL EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786	Pooled Separate Account	$5.4M	12.4%
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	$10K	<0.1%