Original filing (PDF)20250715090513NAL0002651072001

Presbyterian Health Plan, Inc.

Name: Presbyterian Health Plan, Inc. — Presbyterian Health, Form 5500 (2024)
Creator: Presbyterian Health Plan, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Presbyterian Health Plan 401(k) Plan

401(k) retirement plan · Presbyterian Health Plan, Inc.'s Presbyterian Health Plan 401(k) Plan held $177.9M in plan assets for 1,998 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,998

Accounts w/ balance

2,817

Plan assets (EOY)

$177.9M

Net assets (EOY)

$177.9M

How this plan invests

This plan

29 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).

Decision-maker contacts

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

Plan sponsor

Name

PRESBYTERIAN HEALTH PLAN, INC.

EIN

94-3037165all filings

Address

9521 SAN MATEO NE · ALBUQUERQUE, NM · 87113

Phone

(505) 923-8750

Industry

Finance & Insurance

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2647786	—	RECORDKEEPER	$117K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
REDW	85-0203431	—	AUDITOR	$21K	—

Investments

29 direct securities· $178.0M(100% of reported assets)

Mutual Funds

$152.9M

23 holdings

Other securities

$18.5M

3 holdings

Common Collective Trusts

$3.6M

2 holdings

Participant loans

$3.0M

1 holding

					% of plan
Vanguard Instl Trgt Retire 2045 Instl	Mutual Funds	—	—	$17.6M	9.9%
Vanguard Instl Trgt Retire 2040 Instl	Mutual Funds	—	—	$16.4M	9.2%
Vanguard Instl Trgt Retire 2035 Instl	Mutual Funds	—	—	$16.0M	9.0%
Vanguard Instl Trgt Retire 2030 Instl	Mutual Funds	—	—	$15.3M	8.6%
Vanguard Instl Trgt Retire 2050 Instl	Mutual Funds	—	—	$13.9M	7.8%
Vanguard Institutional Index I	Mutual Funds	—	—	$12.8M	7.2%
T. Rowe Price Institutional Large-Cap Core Growth Fund	Other securities	—	—	$12.4M	7.0%
Vanguard Instl Trgt Retire 2025 Instl	Mutual Funds	—	—	$12.0M	6.7%
Vanguard Instl Trgt Retire 2055 Instl	Mutual Funds	—	—	$7.3M	4.1%
Vanguard Windsor II Admiral	Mutual Funds	—	—	$6.5M	3.6%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$6.1M	3.4%
American Funds New Perspective R4	Mutual Funds	—	—	$5.2M	2.9%
Fixed Interest Account	Other securities	—	—	$5.0M	2.8%
Vanguard Instl Trgt Retire 2020 Instl	Mutual Funds	—	—	$4.9M	2.7%
American Funds American Balanced R6	Mutual Funds	—	—	$3.9M	2.2%
Participant loans	Participant loans	—	—	$3.0M	1.7%
Invesco Small Cap Growth A	Mutual Funds	—	—	$2.5M	1.4%
Fidelity Small Cap Value	Mutual Funds	—	—	$2.5M	1.4%
Vanguard Instl Trgt Retire 2060 Instl	Mutual Funds	—	—	$2.3M	1.3%
Vanguard Instl Trgt Retire Inc Instl	Mutual Funds	—	—	$2.1M	1.2%
Vanguard Mid-Cap Value Index Fund Admiral	Common Collective Trusts	—	—	$2.0M	1.1%
PIMCO Total Return Instl	Mutual Funds	—	—	$2.0M	1.1%
Vanguard Extended Market Idx I	Common Collective Trusts	—	—	$1.5M	0.9%
Vanguard Total Bond Market Inst	Mutual Funds	—	—	$1.2M	0.7%
Dodge & Cox International Stock	Mutual Funds	—	—	$1.0M	0.6%
Carillon Eagle Mid Cap Growth Fund Class R6	Other securities	—	—	$1.0M	0.6%
Vanguard Total Intl Stock Index I	Mutual Funds	—	—	$685K	0.4%
Vanguard Instl Trgt Retire 2065 Instl	Mutual Funds	—	—	$431K	0.2%
PIMCO All Asset Fund Institutional Class	Mutual Funds	—	—	$173K	<0.1%