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UNITED SERVICES AUTOMOBILE ASSOCIATION — USAA GROUP HEALTH CARE ARRANGEMENT, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010120342NAL0004577043001
UNITED SERVICES AUTOMOBILE ASSOCIATION
Form 5500
FILING_RECEIVED
USAA GROUP HEALTH CARE ARRANGEMENT
Health & welfare plan
Signals · 1
100% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNITED SERVICES AUTOMOBILE ASSOCIATION
.
Find decision makers
Plan sponsor
Name
UNITED SERVICES AUTOMOBILE ASSOCIATION
EIN
74-0959140
Address
9800 FREDERICKSBURG ROAD, D 01 W · SAN ANTONIO, TX · 782884002
Phone
(210) 498-1450
Industry
Finance & Insurance
see all
Plan administrator
Name
USAA BENEFITS ADMINISTRATION COMMITTEE
EIN
74-0959140
City
SAN ANTONIO, TX
Phone
(210) 498-1450
Plan characteristics
Plan number
517
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $2.3M
(56% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
MFB NORTHERN INSTL/INSTRL FDS GOVT PORTFOLIO
—
—
$2.3M
$2.3M
55.5%
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Knocking points off
Top holding "MFB NORTHERN INSTL/INSTRL FDS GOVT PORTFOLIO" is 100% of plan.
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Helping the score
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