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Form 5500 · Retirement plan · DANBURY, CT

NUVANCE HEALTH

The filing calls this plan NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN).

NUVANCE HEALTH of DANBURY, CT files a Form 5500 for its retirement plan. Schedule A discloses 17 annuity or guaranteed-interest contracts held by the plan, written by BRIGHTHOUSE LIFE INSURANCE COMPANY and 9 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-4214573 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
4,635
Contracts on file
17
Contract value
$76,468,822
Plan year end
December

Plan brief

Schedule A lists 17 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with BRIGHTHOUSE LIFE INSURANCE COMPANY.

The contracts held $76,468,822 at the end of the plan year, as reported on Schedule A.

$23,727 in agent commissions is disclosed across the contracts; AMERIPRISE FINANCIAL SERVICES, INC. is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
BRIGHTHOUSE LIFE INSURANCE COMPANYAnnuity / GIC0December$1,809,952$13,937
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC39December$1,103,253$8,370
LINCOLN LIFE & ANNUITY COMPANYAnnuity / GIC9December$156,308$646
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC25December$1,293,737$446
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC5December$295,258$227
BRIGHTHOUSE LIFE INSURANCE COMPANYAnnuity / GIC0December$766,810$101
AMERICAN GENERAL LIFE INSURANCE COMPANYAnnuity / GIC4December$6,397$0
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKAnnuity / GIC14December$1,374,246$0
MUTUAL OF AMERICAAnnuity / GIC0December$52,351$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—December$52,775,714$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC82December$10,412$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC0December—$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC0December$4,454,438$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC0December$305,954$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC0December$466,542$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC391December$10,637,993$0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC76December$959,457$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
NUVANCE HEALTH
EIN 83-4214573
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$134,670
paid directly by the plan
GYL FINANCIAL SYNERGIES
CONSULTING · EIN 81-3263476
$55,790
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$22,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$746,080,453
Paid out in benefits
$69,696,111
Participants at the start of the year
4,635
Participants with account balances
3,717

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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