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Original filing (PDF)20250731182546NAL0002796579001
CHANGEPOINT INTEGRATED HEALTH
Form 5500
FILING_RECEIVED
CHANGEPOINT RETIREMENT PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
235
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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 (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHANGEPOINT INTEGRATED HEALTH.
Plan sponsor
Name
CHANGEPOINT INTEGRATED HEALTH
EIN
86-0215065
Address
1801 W DEUCE OF CLUB · SUITE 100 · SHOW LOW, AZ · 85901
Phone
(928) 537-5315
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
2025-07-31
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $7K | — |
Investments
43 direct securities · 1 pooled fund· $11.7M(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
$6.0M
43 holdings
Pooled Separate Account
$5.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $5.7M | 95.0% | |
| 31 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2030 | — | — | — | $1.1M | 19.0% | |
| 33 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2040 | — | — | — | $1.0M | 17.4% | |
| 29 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2020 | — | — | — | $593K | 9.9% | |
| 40 Ameritas Life Insurance Corporation Vanguard 500 Index, Admiral Shares | — | — | — | $325K | 5.4% | |
| 30 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2025 | — | — | — | $276K | 4.6% | |
| 35 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2050 | — | — | — | $261K | 4.3% | |
| 32 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2035 | — | — | — | $222K | 3.7% | |
| 27 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2010 | — | — | — | $216K | 3.6% | |
| 19 Ameritas Life Insurance Corporation Janus Henderson Global Technology Fund | — | — | — | $213K | 3.5% | |
| 34 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2045 | — | — | — | $185K | 3.1% | |
| 21 Ameritas Life Insurance Corporation JP Morgan Large Cap Growth Fund | — | — | — | $163K | 2.7% | |
| 44 *Ameritas Life Insurance Corp. Guaranteed Investment Account | — | — | — | $158K | 2.6% | |
| Notes Receivable from Participants Maturing at various dates through 2029 -0- | — | — | — | $145K | 2.4% | |
| 36 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2055 | — | — | — | $139K | 2.3% | |
| 5 Ameritas Life Insurance Corporation American Funds Growth Fund of America | — | — | — | $122K | 2.0% | |
| 39 Ameritas Life Insurance Corporation T. Rowe Price Retirement Balanced | — | — | — | $104K | 1.7% | |
| 41 Ameritas Life Insurance Corporation Vanguard International Bond Index ** 377 42 Ameritas Life Insurance Corporation Vanguard Total International Stock Index | — | — | — | $73K | 1.2% | |
| 20 Ameritas Life Insurance Corporation JP Morgan Equity Income | — | — | — | $70K | 1.2% | |
| 1 Ameritas Life Insurance Corporation American Century Equity Income Fund | — | — | — | $66K | 1.1% | |
| 37 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2060 | — | — | — | $64K | 1.1% | |
| 14 Ameritas Life Insurance Corporation DFA Real Estate Securities | — | — | — | $57K | 0.9% | |
| 15 Ameritas Life Insurance Corporation Fidelity Advisor Small Cap | — | — | — | $53K | 0.9% | |
| 3 Ameritas Life Insurance Corporation American Century Midcap Value | — | — | — | $51K | 0.9% | |
| 22 Ameritas Life Insurance Corporation Metwest Total Return Bond | — | — | — | $42K | 0.7% | |
| 8 Ameritas Life Insurance Corporation BNY Mellion Natural Resources | — | — | — | $36K | 0.6% | |
| 24 Ameritas Life Insurance Corporation MFS International Intrinsic Value | — | — | — | $34K | 0.6% | |
| 17 Ameritas Life Insurance Corporation FMI Common Stock | — | — | — | $23K | 0.4% | |
| 7 Ameritas Life Insurance Corporation American Funds Small Cap World Class | — | — | — | $21K | 0.4% | |
| 23 Ameritas Life Insurance Corporation MFS International New Discovery | — | — | — | $20K | 0.3% | |
| 10 Ameritas Life Insurance Corporation Calvert VP SRI Balanced ** 224 11 Ameritas Life Insurance Corporation Carillon Eagle MidCap Growth | — | — | — | $14K | 0.2% | |
| 43 Ameritas Life Insurance Corporation Wasatch Small Cap Growth | — | — | — | $11K | 0.2% | |
| 38 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2065 | — | — | — | $10K | 0.2% | |
| 25 Ameritas Life Insurance Corporation MFS Utilities | — | — | — | $10K | 0.2% | |
| 4 Ameritas Life Insurance Corporation American Century Small Cap Value | — | — | — | $9K | 0.2% | |
| 6 Ameritas Life Insurance Corporation American Funds New World | — | — | — | $8K | 0.1% | |
| 12 Ameritas Life Insurance Corporation Delaware Ivy High Income Fund | — | — | — | $8K | 0.1% | |
| 18 Ameritas Life Insurance Corporation Janus Henderson Flexible Bond | — | — | — | $6K | <0.1% | |
| 16 Ameritas Life Insurance Corporation Fidelity VIP Government Money Market | — | — | — | $3K | <0.1% | |
| 9 Ameritas Life Insurance Corporation Calvert Short Duration Income | — | — | — | $3K | <0.1% | |
| 28 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2015 | — | — | — | $3K | <0.1% | |
| 26 Ameritas Life Insurance Corporation PIMCO Commodity Realre Turn Strategy Administrative | — | — | — | $2K | <0.1% | |
| 2 Ameritas Life Insurance Corporation American Century Government Bond | — | — | — | $2K | <0.1% | |
| 13 Ameritas Life Insurance Corporation DFA Inflation Protection Securities Portfolio | — | — | — | $2K | <0.1% |
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