Original filing (PDF)20240923181351NAL0011745073001

Community Health Plan of Washington

Name: Community Health Plan of Washington — Community, Form 5500 (2023)
Creator: Community Health Plan of Washington
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Health Plan/Community Health Network 401(k) Employee Savings Plan

401(k) retirement plan · Community Health Plan of Washington's Community Health Plan/Community Health Network 401(k) Employee Savings Plan held $81.1M in plan assets for 650 participants in 2023, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

650

Accounts w/ balance

1,040

Plan assets (EOY)

$81.1M

Net assets (EOY)

$81.1M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY HEALTH PLAN OF WASHINGTON.

Plan sponsor

Name

COMMUNITY HEALTH PLAN OF WASHINGTON

EIN

91-1577184all filings

Address

1111 THIRD AVENUE, SUITE 400 · SEATTLE, WA · 98101

Phone

(206) 521-8833

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$172K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	—	AUSTIN, TX	ADVISOR	$88K	—

Investments

25 direct securities· $81.1M(100% of reported assets)

Mutual Funds

$66.9M

21 holdings

Common Collective Trusts

$10.8M

1 holding

Other securities

$2.1M

2 holdings

Stable Value

$1.3M

1 holding

					% of plan
VANGUARD WELLINGTON ADM Mutual Fund	Mutual Funds	—	—	$12.4M	15.4%
VANGUARD 500 INDEX ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$10.8M	13.3%
FIDELITY NASDAQ COMPOSITE INDEX Mutual Fund	Mutual Funds	—	—	$8.1M	10.0%
VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund	Mutual Funds	—	—	$6.6M	8.2%
VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund	Mutual Funds	—	—	$6.2M	7.7%
VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund	Mutual Funds	—	—	$4.6M	5.7%
VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund	Mutual Funds	—	—	$3.9M	4.8%
VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund	Mutual Funds	—	—	$3.6M	4.4%
VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund	Mutual Funds	—	—	$2.8M	3.4%
VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund	Mutual Funds	—	—	$2.4M	3.0%
VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund	Mutual Funds	—	—	$2.3M	2.8%
VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund	Mutual Funds	—	—	$2.3M	2.8%
VANGUARD MID CAP INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$2.0M	2.5%
VANGUARD INTERM-TERM BOND INDEX ADM Mutual Fund	Mutual Funds	—	—	$2.0M	2.5%
AMERICAN FUNDS EUROPACIFIC GR R5 Mutual Fund	Mutual Funds	—	—	$1.9M	2.3%
INVESCO DISCOVERY Y Mutual Fund	Mutual Funds	—	—	$1.8M	2.2%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$1.7M	2.0%
COHEN & STEERS REALTY SHARES Mutual Fund	Other securities	—	—	$1.3M	1.6%
EMPOWER ANNUITY INSURANCE COMPANY - KEY * GUARANTEED PORTFOLIO FUND Guaranteed Investment Contract	Stable Value	—	—	$1.3M	1.5%
VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund	Mutual Funds	—	—	$892K	1.1%
VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund	Mutual Funds	—	—	$824K	1.0%
T. ROWE PRICE VALUE I Mutual Fund	Other securities	—	—	$814K	1.0%
VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$615K	0.8%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$41K	<0.1%
VANGUARD SMALL CAP INDEX ADM Mutual Fund	Mutual Funds	—	—	$28K	<0.1%