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Original filing (PDF)20250916152204NAL0002100481001
REGENCE HEALTH NETWORK
Form 5500
FILING_RECEIVED
REGENCE HEALTH NETWORK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
187
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGENCE HEALTH NETWORK.
Plan sponsor
Name
REGENCE HEALTH NETWORK
EIN
75-1414940
Address
2801 W. 8TH STREET · PLAINVIEW, TX · 79072
Phone
(806) 356-5335
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JOHNSON & SHELDON,PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $21K | — |
Investments
27 direct securities· $13.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 Nuveen 0 | — | — | — | $1.1M | 8.2% | |
| Nuveen Lifecycle Index 2030 R6 Nuveen 0 | — | — | — | $1.1M | 7.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.1M | 7.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.1M | 7.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.0M | 7.4% | |
| Nuveen Lifecycle Index 2035 R6 Nuveen 0 | — | — | — | $809K | 5.9% | |
| Nuveen Lifecycle Index 2055 R6 Nuveen 0 | — | — | — | $806K | 5.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $793K | 5.8% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $769K | 5.6% | |
| Nuveen Lifecycle Index 2050 R6 Nuveen 0 | — | — | — | $753K | 5.5% | |
| Nuveen Lifecycle Index 2025 R6 Nuveen 0 | — | — | — | $715K | 5.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $690K | 5.0% | |
| Fidelity International Index Fidelity 0 | — | — | — | $536K | 3.9% | |
| Nuveen Lifecycle Index 2040 R6 Nuveen 0 | — | — | — | $522K | 3.8% | |
| Nuveen Lifecycle Index 2060 R6 Nuveen 0 | — | — | — | $485K | 3.5% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $411K | 3.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $299K | 2.2% | |
| JHancock Lifestyle Blend Cons Port R6 JHancock 0 | — | — | — | $216K | 1.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $155K | 1.1% | |
| Nuveen Lifecycle Index Retirement Inc R6 Nuveen 0 | — | — | — | $145K | 1.1% | |
| JHancock Lifestyle Blend Aggr Port R6 JHancock 0 876 JHancock Lifestyle Blend Bal Port R6 JHancock 0 | — | — | — | $89K | 0.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $68K | 0.5% | |
| JHancock Lifestyle Blend Growth Port R6 JHancock 0 | — | — | — | $37K | 0.3% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $34K | 0.2% | |
| Nuveen Lifecycle Index 2020 R6 Nuveen 0 | — | — | — | $19K | 0.1% | |
| JHancock Lifestyle Blend Mod Port R6 JHancock 0 | — | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $1K | <0.1% |
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