Back to filter
Original filing (PDF)20251009185745NAL0007452353001
HONORHEALTH
Form 5500
FILING_RECEIVED
HONOR HEALTH 403(B) RETIREMENT SECURITY PLAN
403(b) retirement plan
Active participants
18,666
Accounts w/ balance
19,891
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
22 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 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HONORHEALTH.
Plan sponsor
Name
HONORHEALTH
EIN
86-0181654
Address
8125 N HAYDEN RD · SCOTTSDALE, AZ · 85258
Phone
(480) 587-5349
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
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 | $365K | — |
Investments
21 direct securities · 1 pooled fund· $1.2B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.1B
21 holdings
Pooled Separate Account
$21.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EAIC Evergreen Annuity Contract Guaranteed Income Fund 4,069,658 shares | — | — | — | $165.3M | 14.3% | |
| American Funds 2035 Target Date Retirement Fund 7,700,358 shares | — | — | — | $146.6M | 12.6% | |
| American Funds 2045 Target Date Retirement Fund 5,904,759 shares | — | — | — | $125.2M | 10.8% | |
| American Funds 2030 Target Date Retirement Fund 6,873,952 shares | — | — | — | $118.9M | 10.3% | |
| American Funds 2040 Target Date Retirement Fund 5,617,773 shares | — | — | — | $115.5M | 10.0% | |
| American Funds 2050 Target Date Retirement Fund 4,899,725 shares | — | — | — | $102.4M | 8.8% | |
| American Funds 2025 Target Date Retirement Fund 6,084,465 shares | — | — | — | $92.4M | 8.0% | |
| American Funds 2055 Target Date Retirement Fund 2,575,957 shares | — | — | — | $68.1M | 5.9% | |
| Fidelity Total Market Index Fund 307,991 shares | — | — | — | $49.7M | 4.3% | |
| American Funds 2020 Target Date Retirement Fund 3,003,589 shares | — | — | — | $40.4M | 3.5% | |
| American Funds 2060 Target Date Retirement Fund 1,868,592 shares | — | — | — | $33.5M | 2.9% | |
| INCOMEFLEX TARGET 60/40 ALLOC FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $21.1M | 1.8% | |
| T. Rowe Price US Equity Research Fund 296,932 shares | — | — | — | $17.4M | 1.5% | |
| Cash, interest-bearing 749 Notes receivable from participants Varying maturity dates, with interest rates ranging from 4.25% to 9.50% | — | — | — | $14.4M | 1.2% | |
| American Funds 2015 Target Date Retirement Fund 1,115,418 shares | — | — | — | $13.7M | 1.2% | |
| American Funds 2065 Target Date Retirement Fund 646,540 shares | — | — | — | $11.3M | 1.0% | |
| Self-Directed Brokerage Accounts Various | — | — | — | $6.2M | 0.5% | |
| Fidelity Global Ex US Index Fund 365,567 shares | — | — | — | $5.3M | 0.5% | |
| American Funds 2010 Target Date Retirement Fund 337,856 shares | — | — | — | $3.9M | 0.3% | |
| Fidelity US Bond Index Fund 37,947 shares | — | — | — | $3.4M | 0.3% | |
| Dodge & Cox Income X Fund 2,106 shares | — | — | — | $3.1M | 0.3% | |
| American Funds EuroPacific GR R6 Fund 24,533 shares | — | — | — | $1.3M | 0.1% |