Retirement plan
GE HEALTHCARE LEGACY AFFILIATES PENSION PLAN
GE HEALTHCARE TECHNOLOGIES INC.EIN 88-2515116Plan #004PY 2024
500 W. MONROE ST - CHICAGO, IL 60661224-239-0617
Other plans on this EIN
2 filingsProspect flagsHigh retiree %Low returns
Filing contacts
From the Form 5500, federal recordPlan administrator signer
BRYAN FALATO
Signed 12/22/2025
Plan administrator entity
GE HEALTHCARE BENEFITS ADMINISTRATIVE COMMITTEE
EIN 882515116
500 W. MONROE ST · CHICAGO, IL 60611
Summary metrics
Total assets (EOY)
$659.5M
+8.2% from 2024
Total participants
10,569
+3.4% from 2024
Average account balance
$0
No prior year
Annual return
-0.33%
+958.51 pp from 2024
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants100-249
Cohort148 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $0
51
Employer contribution / active EE
$12,736
median $9,319
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $33,520
0
Admin fee / account holder
$0
median $193
3
Annual return
-0.33%
median 6.99%
Overall peer rank
27of 100
27th percentileavg across 6 metrics
Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Service providers
Top 6 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING, INC.2+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,594,255 |
IVINS, PHILLIPS & BAKER2+ years Service code 29 1700 PENNSYLVANIA AVENUE · WASHINGTON, DC 20006 | Legal | $106,557 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $102,500 |
PLANTE MORAN1 year Service code 10 · EIN 33-1498605 | Accounting | $56,400 |
STATE STREET BANK1 year Service code 21 · EIN 41-1867445 | Bank Trustee | $22,234 |
Service code 13 · EIN 65-0696806 | Contract Administrator | $19,013 |
Enrolled actuary
1 attachment
SB
DAWN M. OCHOA
AON CONSULTING, INC.
Enrollment #2307557
MSC #17755, AON
PO BOX 551343
ATLANTA, GA 30355
(847) 442-0737
Signed 2025-09-09
Top hat statement on fileNQDC
Filed January 7, 2025 (most recent of 5 filings on file)
Plan administrator
Plans declared (1)
- GE HealthCare Nonqualified Transition Credit Plan6 emp
Plan features & details
Pension benefit codes1A1C1I3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$8.3M
$39275 / participant
- Trustee / custodial$22K0.3%
- Legal$107K1.3%
- Actuarial$2M19.1%
- Contract admin$19K0.2%
- Other / not subdivided$7M79.1%
% of EOY assets
1.263%
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- DELOITTE & TOUCHE LLP
- Auditor EIN
- 133891517
- Audit fees
- $158,900
- Opinion code
- Unqualified