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Original filing (PDF)20251015152045NAL0006589984001
PRISMA HEALTH
Form 5500
FILING_RECEIVED
PRISMA HEALTH 401(A) PLAN
Defined-contribution retirement plan
Active participants
32,432
Accounts w/ balance
28,336
Plan assets (EOY)
$938.6M
Net assets (EOY)
$938.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
26 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
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRISMA HEALTH.
Plan sponsor
Name
PRISMA HEALTH
EIN
81-1723202
Address
300 E. MCBEE AVENUE · GREENVILLE, SC · 29601
Phone
(864) 797-7907
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $301K | — |
Investments
22 direct securities · 5 pooled funds· $938.6M(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
$703.1M
22 holdings
Common Collective Trust
$233.9M
4 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research Company LLC 500 Index Fund | — | — | — | $182.5M | 19.4% | |
| Empower Annuity Insurance Company of America Prisma Stable Value Fund | — | — | — | $110.4M | 11.8% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $105.9M | 11.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $92.5M | 9.9% | |
| John Hancock Advisers, LLC John Hancock Bond Fund Class R6 | — | — | — | $83.4M | 8.9% | |
| Fidelity Management & Research Company LLC International Index Fund | — | — | — | $60.2M | 6.4% | |
| John Hancock Advisers, LLC John Hancock Funds International Growth Fund Class R6 | — | — | — | $47.7M | 5.1% | |
| Blackrock, Inc. Tactical Opportunities Fund Institutional Shares | — | — | — | $41.0M | 4.4% | |
| Fidelity Management & Research Company LLC Mid Cap Index Fund | — | — | — | $38.4M | 4.1% | |
| COLUMBIA OVERSEAS VALUE CIT FEE CLA GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $35.5M | 3.8% | |
| Allspring Funds Management LLC Special Mid Cap Value Fund Class A | — | — | — | $32.5M | 3.5% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | — | — | — | $22.9M | 2.4% | |
| Massachusetts Mutual Life Insurance Company Mid Cap Growth Fund Class R5 | — | — | — | $20.8M | 2.2% | |
| Fidelity Management & Research Company LLC Small Cap Index Fund | — | — | — | $20.0M | 2.1% | |
| Fidelity Management & Research Company LLC Advisor Small Cap Value Fund Class Z | — | — | — | $13.3M | 1.4% | |
| Fidelity Management & Research Company LLC U.S. Bond Index Fund | — | — | — | $12.3M | 1.3% | |
| Fidelity Management & Research Company LLC Emerging Markets Fund Class K | — | — | — | $6.3M | 0.7% | |
| The Vanguard Group, Inc. Energy Index Fund Admiral Shares | — | — | — | $3.7M | 0.4% | |
| Dimensional Fund Advisors LP Global Real Estate Securities Portfolio | — | — | — | $2.3M | 0.2% | |
| Pacific Investment Management Copmany, LLC Real Return Bond Fund Class A | — | — | — | $2.0M | 0.2% | |
| Pacific Investment Management Copmany, LLC Income Fund Class A | — | — | — | $1.9M | 0.2% | |
| INTERNATIONAL BOND PLUS/PIMCO FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $1.6M | 0.2% | |
| Massachusetts Financial Services Company Global Equity Fund Class R3 | — | — | — | $978K | 0.1% | |
| Variable Annuity Life Insurance Company Loan collateral fund | — | — | — | $421K | <0.1% | |
| Notes receivable from participants 4.25% - 6.50% | — | — | — | $209K | <0.1% | |
| Variable Annuity Life Insurance Company Fixed Account Plus | — | — | — | $10K | <0.1% | |
| COLUMBIA TRUST SMALL CAP VALUE II 1 COLUMBIA CT OR SVF · EIN 41-0007957 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |