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Original filing (PDF)20251015151614NAL0004962433001
PRISMA HEALTH
Form 5500
FILING_RECEIVED
PRISMA HEALTH RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Active participants
32,659
Accounts w/ balance
38,970
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
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 (2 bps vs 5 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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $369K | — |
Investments
26 direct securities· $2.2B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research Company LLC 500 Index Fund | — | — | — | $418.3M | 19.3% | |
| Empower Annuity Insurance Company of America Prisma Stable Value Fund | — | — | — | $244.6M | 11.3% | |
| ClearBridge Investment, LLC Large Cap Growth Fund Class A | — | — | — | $235.9M | 10.9% | |
| John Hancock Advisers, LLC John Hancock Bond Fund Class R6 | — | — | — | $211.5M | 9.8% | |
| Putnam Investments, Inc. Large Cap Value Fund Class A | — | — | — | $193.0M | 8.9% | |
| Fidelity Management & Research Company LLC International Index Fund | — | — | — | $132.4M | 6.1% | |
| John Hancock Advisers, LLC John Hancock Funds International Growth Fund Class R6 | — | — | — | $109.4M | 5.1% | |
| Blackrock, Inc Tactical Opportunities Institutional 3 Class | — | — | — | $99.6M | 4.6% | |
| Fidelity Management & Research Company LLC Mid Cap Index Fund | — | — | — | $90.4M | 4.2% | |
| Columbia Management Investment Advisers, LLC Overseas Value Fund Institutional Class | — | — | — | $83.3M | 3.8% | |
| Allspring Funds Management LLC Special Mid Cap Value Fund Class A | — | — | — | $69.7M | 3.2% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | — | — | — | $51.8M | 2.4% | |
| Fidelity Management & Research Company LLC Small Cap Index Fund | — | — | — | $51.4M | 2.4% | |
| Massachusetts Mutual Life Insurance Company Mid Cap Growth Fund Class R5 | — | — | — | $49.4M | 2.3% | |
| Fidelity Management & Research Company LLC Advisor Small Cap Value Z | — | — | — | $30.7M | 1.4% | |
| Notes receivable from participants 4.25% - 10.25% | — | — | — | $30.6M | 1.4% | |
| Fidelity Management & Research Company LLC U.S. Bond Index Fund | — | — | — | $24.4M | 1.1% | |
| Fidelity Management & Research Company LLC Emerging Markets Fund - Class K | — | — | — | $9.3M | 0.4% | |
| Pacific Investment Management Copmany, LLC Income Fund Class A | — | — | — | $7.6M | 0.3% | |
| The Vanguard Group, Inc. Energy Index Fund Admiral Shares | — | — | — | $7.0M | 0.3% | |
| Dimensional Fund Advisors LP Global Real Estate Securities Portfolio | — | — | — | $5.1M | 0.2% | |
| Pacific Investment Management Copmany, LLC Real Return Bond Fund Class A | — | — | — | $3.9M | 0.2% | |
| Massachusetts Financial Services Company Global Equity Fund Class R3 | — | — | — | $3.0M | 0.1% | |
| Pacific Investment Management Copmany, LLC International Bond Fund (U.S. Dollar-Hedged) Class A | — | — | — | $2.3M | 0.1% | |
| Variable Annuity Life Insurance Company Loan collateral fund | — | — | — | $604K | <0.1% | |
| Variable Annuity Life Insurance Company Fixed Account Plus | — | — | — | $16K | <0.1% |