Filings through .
Telus Health
Matched across 30 name variants in the filings
Telus Health summary
Telus Health appears on 69 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $107.3B in assets for 757,819 participants. The median client plan holds $342M. Most client plans are sponsored in NY, PA and TX. The largest clients by plan assets are General Electric Company, Operating as GE Aerospace, Consolidated Edison Company of New York, Inc. and The Permanente Medical Group, Inc.. Plans reported $33.1M in direct and indirect compensation paid to Telus Health. The median is $255K per plan.
- Participants
- 757,819
- Median plan assets
- $342M
- Median plan participants
- 4,214
- Median fees per plan
- $255K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- OHParticipants 116,523
- NYParticipants 26,293
- CAParticipants 26,207
- NJParticipants 46,770
- OHParticipants 22,506
- Westrock Company$4.2BGAParticipants 43,119
- NYParticipants 35,015
- OHParticipants 32,060
- PAParticipants 13,556
- NYParticipants 37,804
- BJC Health System$2.9BMOParticipants 44,859
- Paramount Global$2.0BNYParticipants 24,109
- NJParticipants 39,362
- OHParticipants 10,106
- TNParticipants 10,399
- TXParticipants 12,553
- Kinder Morgan, Inc.$1.2BTXParticipants 8,290
- ALParticipants 10,244
- TXParticipants 13,272
- MIParticipants 10,062
- MAParticipants 5,134
- PAParticipants 12,493
- ALParticipants 1,810
- Nyse Group Inc.$718MGAParticipants 4,397
- Assurant, Inc.$646MGAParticipants 8,524
Top client states
- NY9 plans
- PA7 plans
- TX7 plans
- OH6 plans
- GA4 plans
Frequently asked questions
- Who uses Telus Health?
- 69 retirement plans list Telus Health as a service provider on Schedule C of Form 5500. The largest clients by plan assets include General Electric Company, Operating as GE Aerospace, Consolidated Edison Company of New York, Inc., The Permanente Medical Group, Inc., Automatic Data Processing, Inc. and American Electric Power Service Corporation. Most client plans are sponsored in NY, PA and TX.
- How many plans does Telus Health serve?
- Telus Health serves 69 retirement plans with $107.3B in plan assets and 757,819 participants, based on the latest Form 5500 filings through 2024.
- What does Telus Health charge?
- Plans reported $33.1M in total Schedule C compensation paid to Telus Health. The median plan paid $255K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name TELUS Health as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| State Street (SSgA) | 9 |
| Northern Trust | 5 |
| BNY | 5 |
| Marsh McLennan (Mercer) | 5 |
| BlackRock | 5 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.