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Original filing (PDF)20251012135644NAL0000126499001
AGILON HEALTH MANAGEMENT INC.
Form 5500
FILING_RECEIVED
AGILON HEALTH INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
534
Accounts w/ balance
636
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.4M
How this plan invests
This plan
20 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILON HEALTH MANAGEMENT INC..
Plan sponsor
Name
AGILON HEALTH MANAGEMENT INC.
EIN
81-2677797
Address
440 POLARIS PARKWAY, SUITE 550 · WESTERVILLE, OH · 43082
Phone
(562) 256-3800
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
MERCER INVESTMENTS, LLC
EIN
30-0282430
City
BOSTON, MA
Phone
(617) 747-9500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $139K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
2 direct securities · 20 pooled funds· $37.4M(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.
Common Collective Trust
$36.9M
20 holdings
Uncategorized
$591K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S & P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $7.2M | 19.1% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $4.4M | 11.7% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $4.0M | 10.6% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $3.4M | 9.1% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $3.2M | 8.5% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $2.6M | 6.9% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $2.3M | 6.1% | |
| US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $680K | 1.8% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $674K | 1.8% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 001 | Common Collective Trust | — | — | $623K | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $490K | 1.3% | |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $484K | 1.3% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $445K | 1.2% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $381K | 1.0% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $217K | 0.6% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $143K | 0.4% | |
| BlackRock Multi-Asset Income Portfolio | — | — | — | $101K | 0.3% |