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Original filing (PDF)20251015155022NAL0002695411001
PROVAIL
Form 5500
FILING_RECEIVED
PROVAIL 403(B) TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
481
Accounts w/ balance
173
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
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 PROVAIL.
Plan sponsor
Name
PROVAIL
EIN
91-0593488
Address
12550 AURORA AVENUE NORTH · SEATTLE, WA · 981338036
Phone
(206) 826-1030
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $2K | — |
Investments
34 direct securities· $1.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LVIP MACQUARIE SOCIAL AWARENESS Variable annuity contracts | — | — | — | $337K | 18.1% | |
| Lincoln Life Insurance Company*** Guaranteed Investment Contract | — | — | — | $248K | 13.3% | |
| LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY Variable annuity contracts | — | — | — | $209K | 11.2% | |
| LVIP MACQUARIE WEALTH BUILDER FUND Variable annuity contracts | — | — | — | $163K | 8.8% | |
| LVIP MACQUARIE MID CAP VALUE FUND Variable annuity contracts | — | — | — | $117K | 6.3% | |
| MFS UTILITIES Registered Investment Company | — | — | — | $79K | 4.2% | |
| AMERICAN FUNDS GLOBAL GROWTH Registered Investment Company | — | — | — | $72K | 3.9% | |
| LVIP T. ROWE PRICE STRUCTURED MID-CAP Variable annuity contracts | — | — | — | $66K | 3.5% | |
| MACQUARIE SMALL CAP VALUE Registered Investment Company | — | — | — | $54K | 2.9% | |
| FIDELITY VIP FREEDOM TARGET DATE 2050 Registered Investment Company | — | — | — | $52K | 2.8% | |
| LVIP MACQUARIE SMID CAP CORE SERIES Variable annuity contracts | — | — | — | $46K | 2.5% | |
| FIDELITY VIP CONTRAFUND Registered Investment Company | — | — | — | $41K | 2.2% | |
| LVIP SSGA S&P 500 INDEX Variable annuity contracts | — | — | — | $40K | 2.1% | |
| FIDELITY VIP GROWTH Registered Investment Company | — | — | — | $38K | 2.0% | |
| LVIP T ROWE PRICE 2030 FUND Variable annuity contracts | — | — | — | $37K | 2.0% | |
| AMERICAN FUNDS INTERNATIONAL Registered Investment Company | — | — | — | $33K | 1.8% | |
| LVIP JPMORGAN RETIREMENT INCOME FUND Variable annuity contracts | — | — | — | $32K | 1.7% | |
| LVIP MONDRIAN INTERNATIONAL VALUE Variable annuity contracts | — | — | — | $32K | 1.7% | |
| AMERICAN FUNDS GROWTH Registered Investment Company | — | — | — | $24K | 1.3% | |
| LVIP T ROWE PRICE 2040 FUND Variable annuity contracts | — | — | — | $24K | 1.3% | |
| LVIP SSGA GLBL TACTICAL ALLOCTN MGD VLTY Variable annuity contracts | — | — | — | $23K | 1.3% | |
| FIDELITY VIP FREEDOM TARGET DATE 2040 Registered Investment Company | — | — | — | $16K | 0.9% | |
| PIMCO VIT TOTAL RETURN PORTFOLIO Registered Investment Company | — | — | — | $11K | 0.6% | |
| LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY Variable annuity contracts | — | — | — | $11K | 0.6% | |
| LVIP MACQUARIE DIVERSIFIED INCOME SE Variable annuity contracts | — | — | — | $11K | 0.6% | |
| FIDELITY VIP FREEDOM TARGET DATE 2045 Registered Investment Company | — | — | — | $8K | 0.4% | |
| LVIP DIMENSIONAL U.S. CORE EQUITY 1 Variable annuity contracts | — | — | — | $8K | 0.4% | |
| LVIP T ROWE PRICE 2020 FUND Variable annuity contracts | — | — | — | $7K | 0.4% | |
| LVIP GLOBAL GROWTH ALLOCATION MANGD RISK Variable annuity contracts | — | — | — | $5K | 0.3% | |
| LVIP GOVERNMENT MONEY MARKET Variable annuity contracts | — | — | — | $5K | 0.3% | |
| AMERICAN FUNDS GROWTH-INCOME Registered Investment Company | — | — | — | $2K | <0.1% | |
| LVIP MONDRIAN GLOBAL INCOME FUND Variable annuity contracts | — | — | — | $2K | <0.1% | |
| FIDELITY VIP FREEDOM TARGET DATE 2025 Registered Investment Company | — | — | — | $1K | <0.1% | |
| LVIP BLACKROCK INFLATION PROTECTED BOND Variable annuity contracts | — | — | — | $1K | <0.1% |
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