How big is The Health Trust's plan?

The Health Trust's plan reported $8.4M in assets and 11 participants for 2024.

Original filing (PDF)20251015174406NAL0002823427001

The Health Trust

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

Form 5500

FILING_RECEIVED

The Health Trust Savings Plan

403(b) retirement plan · The Health Trust's The Health Trust Savings Plan held $8.4M in plan assets for 11 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

39% in single holding19% employer stockHigh average account balance

Active participants

Accounts w/ balance

129

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

The Health Trust's EIN is 94-6050231.

EIN 94-6050231

Plan number 009

Plan year 2024

ACK ID 20251015174406NAL0002823427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Health Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Health Trust's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

THE HEALTH TRUST

EIN

all filings

Address

3180 NEWBERRY DRIVE, SUITE 200 · SAN JOSE, CA · 95118

Phone

(408) 513-8714

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

009

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	47-1411118	—	NONE	$10K	—
WELLTH ADVISORY SERVICES LLC	99-2539506

Investments

46 direct securities · 1 pooled fund· $9.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$5.3M

13 holdings

Common Collective Trusts

$1.8M

7 holdings

Pooled Separate Account

$1.3M

1 holding

Common Stocks

$1.2M

25 holdings

Cash / Money Market

$1K

1 holding

					% of plan
Vanguard Balanced Index Adm	Mutual Funds	—	—	$3.3M	39.2%
VALIC POOLED SEPARATE ACCOUNTS THE VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000	Pooled Separate Account	—	—	$1.3M	15.7%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$931K	11.1%
Fidelity Investments Fidelity U.S. Bond Index	Mutual Funds	—	—	$656K	7.9%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$568K	6.8%
Standard Insurance Company Standard Stable Asset Fund A	Common Stocks	—	—	$374K	4.5%
The Variable Annuity Life Insurance Company Stock Index Fund	Common Collective Trusts	—	—	$357K	4.3%
Fidelity Investments Fidelity LGCP Growth Index Ins Prm	Mutual Funds	—	—	$314K	3.8%
Fidelity Investments Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$310K	3.7%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$183K	2.2%
The Variable Annuity Life Insurance Company Science and Technology Fund	Common Stocks	—	—	$163K	2.0%
The Variable Annuity Life Insurance Company Mid Cap Index Fund	Common Collective Trusts	—	—	$121K	1.4%
Fidelity Investments Fidelity Mid Cap Value Indx	Mutual Funds	—	—	$114K	1.4%
The Variable Annuity Life Insurance Company Short Term Fixed Account	Common Stocks	—	—	$105K	1.3%
Fidelity Investments Fidelity Mid Cap Growth Index	Mutual Funds	—	—	$103K	1.2%
The Variable Annuity Life Insurance Company Fixed Accounts Plus	Common Stocks	—	—	$86K	1.0%
The Variable Annuity Life Insurance Company Small Cap Growth Fund	Common Stocks	—	—	$76K	0.9%
The Variable Annuity Life Insurance Company Growth Fund	Common Stocks	—	—	$76K	0.9%
The Variable Annuity Life Insurance Company Global Strategy	Common Stocks	—	—	$49K	0.6%
The Variable Annuity Life Insurance Company Large Capital Growth	Common Stocks	—	—	$48K	0.6%
The Variable Annuity Life Insurance Company Vanguard Windsor II	Mutual Funds	—	—	$46K	0.6%
The Variable Annuity Life Insurance Company Vanguard Wellington Fund	Mutual Funds	—	—	$44K	0.5%
The Variable Annuity Life Insurance Company Aggressive Growth Lifestyle	Common Stocks	—	—	$41K	0.5%
The Variable Annuity Life Insurance Company Small Cap Index Fund	Common Collective Trusts	—	—	$37K	0.4%
The Variable Annuity Life Insurance Company Systematic Core Fund	Common Stocks	—	—	$33K	0.4%
The Variable Annuity Life Insurance Company VC I Capital Appreciation	Common Stocks	—	—	$32K	0.4%
The Variable Annuity Life Insurance Company Mid Cap Strategic Growth	Common Stocks	—	—	$27K	0.3%
The Variable Annuity Life Insurance Company International Equities Index Fund	Common Collective Trusts	—	—	$25K	0.3%
The Variable Annuity Life Insurance Company NASDAQ-100( R) Index Fund	Common Collective Trusts	—	—	$21K	0.3%
The Variable Annuity Life Insurance Company International Socially Responsible Fund	Common Stocks	—	—	$20K	0.2%
The Variable Annuity Life Insurance Company Fixed Annuity - Loan Escrow Fund ** 130 Total fixed annuities	Common Stocks	—	—	$16K	0.2%
The Variable Annuity Life Insurance Company Fixed Annuity - Loan Collateral Fund	Common Stocks	—	—	$16K	0.2%
The Variable Annuity Life Insurance Company High Yield Bond Fund ** 854 * The Variable Annuity Life Insurance Company International Growth Fund	Common Stocks	—	—	$14K	0.2%
The Variable Annuity Life Insurance Company Core Bond Fund	Common Stocks	—	—	$13K	0.2%
The Variable Annuity Life Insurance Company Ariel Fund	Common Stocks	—	—	$11K	0.1%
The Variable Annuity Life Insurance Company Systematic Value	Common Stocks	—	—	$11K	0.1%
The Variable Annuity Life Insurance Company International Opportunities	Common Stocks	—	—	$10K	0.1%
The Variable Annuity Life Insurance Company T Rowe Price Retirement 2025 Adv	Mutual Funds	—	—	$10K	0.1%
The Variable Annuity Life Insurance Company Emerging Economies	Common Stocks	—	—	$7K	<0.1%
The Variable Annuity Life Insurance Company Vanguard Life Strategy Growth Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Investments Fidelity Mid Cap Index FD	Mutual Funds	—	—	$6K	<0.1%
The Variable Annuity Life Insurance Company International Value Fund	Common Stocks	—	—	$4K	<0.1%
The Variable Annuity Life Insurance Company Vanguard Lt Inv-Grande Fund	Mutual Funds	—	—	$3K	<0.1%
The Variable Annuity Life Insurance Company Ariel Appreciation Fund	Common Stocks	—	—	$2K	<0.1%
The Variable Annuity Life Insurance Company US Socially Responsible Fund	Common Stocks	—	—	$2K	<0.1%
The Variable Annuity Life Insurance Company Asset Allocation Fund	Common Stocks	—	—	$1K	<0.1%
The Variable Annuity Life Insurance Company Gs Vit Gov Money Mkt Fd Inst	Cash / Money Market	—	—	$1K	<0.1%