Back to filter
Original filing (PDF)20251014174354NAL0001738291001
ENVISION HEALTHCARE OPERATING INC.
Form 5500
FILING_RECEIVED
ENVISION HEALTHCARE OPERATING INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
11,890
Accounts w/ balance
19,133
Plan assets (EOY)
$3.1B
Net assets (EOY)
$3.1B
How this plan invests
This plan
18 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
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 ENVISION HEALTHCARE OPERATING INC..
Plan sponsor
Name
ENVISION HEALTHCARE OPERATING INC.
EIN
93-4099984
Address
20 BURTON HILLS BOULEVARD · SUITE 300 · NASHVILLE, TN · 37215
Phone
(954) 260-5067
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $585K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $309K | — |
| MERCER INVESTMENT MANAGEMENT, INC | 30-0282430 | — | INVESTMENT ADVISOR | $128K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAUSEY DEMGEN & MOORE, P.C. | 84-1158905 | — | ACCOUNTANT/AUDITOR | $19K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
20 direct securities · 18 pooled funds· $3.4B(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
$2.3B
18 holdings
Uncategorized
$1.1B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $580.3M | 18.6% | |
| T. Rowe Price Large Cap Growth Registered investment company | — | — | — | $256.6M | 8.2% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $249.9M | 8.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $226.4M | 7.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $196.5M | 6.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $185.6M | 5.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $177.9M | 5.7% | |
| Brokeragelink Registered investment company | — | — | — | $135.9M | 4.3% | |
| Fidelity Extended Market Index Common collective trust | — | — | — | $112.8M | 3.6% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $112.8M | 3.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $110.6M | 3.5% | |
| Brokeragelink Common Stock | — | — | — | $106.0M | 3.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $104.8M | 3.4% | |
| Dodge & Cox Stock X Registered investment company | — | — | — | $87.0M | 2.8% | |
| SP TTL INTL IDX CL D GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $77.0M | 2.5% | |
| Fidelity Total International Index Common collective trust | — | — | — | $77.0M | 2.5% | |
| Fidelity International Discovery Pool Common collective trust | — | — | — | $57.9M | 1.9% | |
| FID INTL DSCVRY CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 138 | Common Collective Trust | — | — | $57.9M | 1.9% | |
| Invesco Stable Value B1 Common collective trust | — | — | — | $55.3M | 1.8% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $55.3M | 1.8% | |
| DFA US Target Value I Registered investment company | — | — | — | $53.4M | 1.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $53.1M | 1.7% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $52.5M | 1.7% | |
| Fidelity Small Cap Growth K6 Registered investment company | — | — | — | $42.0M | 1.3% | |
| Brokeragelink - Cash Interest-Bearing Cash | — | — | — | $39.6M | 1.3% | |
| Fidelity US Bond Index Registered investment company | — | — | — | $39.4M | 1.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $26.0M | 0.8% | |
| Notes receivable from participants With various dates of maturity and interest | — | — | — | $18.8M | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $18.6M | 0.6% | |
| DFA Inflation Protected Securities Portfolio Registered investment company | — | — | — | $11.3M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $9.0M | 0.3% | |
| Vanguard Treasury Money Market Interest-Bearing Cash | — | — | — | $5.1M | 0.2% | |
| Brokeragelink - Ceritficate of Deposit Interest-Bearing Cash | — | — | — | $3.8M | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.1M | <0.1% | |
| Brokeragelink U.S. Government Securities | — | — | — | $1.7M | <0.1% | |
| Brokeragelink Corporate Bonds | — | — | — | $660K | <0.1% | |
| Brokeragelink Preferred Stock | — | — | — | $415K | <0.1% | |
| Brokerlagelink Rights and Options | — | — | — | $291K | <0.1% |