Health First Shared Services 401(k) and retirement plans

Health First Shared Services, Inc., Melbourne, FL. EIN 59-3336894. Annual reports 2009–2025. Also filed as Health First, Inc.; Health First Physicians, Inc.

Health First Shared Services, Inc. has 2 active retirement plans on file. The largest is the Health First Retirement Savings Plan, with 12,178 participants and $1.0 billion in assets in 2025. Milliman has been its recordkeeper since 2022. No traditional pension plan appears in Health First Shared Services's filings since 2009.

Active plans: 2
Participants: 12,510
Plan assets: $1.0 billion
401(k) recordkeeper: Milliman
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Health First Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 005Employer EIN 59-3336894
Participants (2025): 12,178
Net assets (2025): $1.0 billion
Recordkeeper: Milliman2022–2025
Plan administrator: Health First Shared Services, Inc.
3550 N. Harbor City BLVD.
Melbourne, FL 32935
(321) 434-8990As filed for 2025
In effect since: January 1, 2022

Plans merged into this one: Health First, Inc. Retirement Savings Plan (2021).

Year by year, 2022 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	12,178	$1.0 billion	Milliman
2024	11,526	$903 million	Milliman
2023	11,433	$810 million	Milliman
2022	10,972	$692 million	Milliman

Health First Frozen 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 59-3336894
Participants (2025): 332
Net assets (2025): $22.8 million
Recordkeeper: Milliman2024–2025
Plan administrator: Health First Shared Services, Inc.
3550 N. Harbour City BLVD.
Melbourne, FL 32935
(321) 434-1978As filed for 2025
In effect since: January 1, 1990

Earlier sponsor: Health First, Inc. (2009–2024).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	332	$22.8 million	Milliman
2024	386	$22.6 million	Milliman
2023	465	$23.7 million	not listed
2022	482	$23.0 million	not listed
2021	547	$31.3 million	not listed
2020	596	$30.7 million	not listed
2019	651	$29.1 million	not listed
2018	728	$28.2 million	not listed
2017	759	$32.4 million	not listed
2016	809	$30.4 million	not listed
2015	865	$32.1 million	not listed
2014	934	$35.1 million	not listed
2013	1,032	$38.2 million	not listed
2012	1,116	$36.3 million	not listed
2011	1,193	$35.4 million	not listed
2010	1,248	$37.9 million	not listed
2009	1,321	$36.2 million	not listed

Health First, Inc. Retirement Savings Plan

401(k)Merged

Merged. In 2021 its assets moved to the Health First Retirement Savings Plan, sponsored by Health First Shared Services, Inc. (EIN 59-3336894, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 59-3336894
Participants (2020): 8,331
Net assets (2020): $556 million
Last listed recordkeeper: Milliman2017
Plan administrator: Health First, Inc.
3550 North Harbour City BLVD
Melbourne, FL 32935
(321) 434-1957As filed for 2021
In effect since: January 1, 1990

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	8,331	$556 million	not listed
2019	8,652	$496 million	not listed
2018	8,272	$422 million	not listed
2017	9,854	$444 million	Milliman
2016	9,847	$382 million	not listed
2015	9,447	$362 million	not listed
2014	8,812	$368 million	not listed
2013	8,664	$370 million	not listed
2012	7,695	$325 million	not listed
2011	7,645	$294 million	not listed
2010	7,135	$289 million	not listed
2009	7,120	$252 million	not listed

Health First Medical Group Retirement Savings Plan

401(k)Merged

Merged. In 2021 its assets moved to the Health First, Inc. Retirement Savings Plan (EIN 42-1558009, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 59-3336894
Participants (2020): 2,295
Net assets (2020): $204 million
Recordkeeper: Milliman2010–2021
Plan administrator: Health First, Inc.
3550 North Harbour City BLVD
Melbourne, FL 32935
(321) 434-1978As filed for 2021
In effect since: January 1, 2010

Earlier sponsor: Health First Physicians, Inc. (2010–2012).

Earlier plan names: Health First Physicians Retirement Savings Plan.

Year by year, 2010 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Milliman
2020	2,295	$204 million	Milliman
2019	2,340	$181 million	Milliman
2018	2,302	$147 million	Milliman
2017	2,604	$151 million	Milliman
2016	2,418	$124 million	Milliman
2015	2,245	$111 million	Milliman
2014	1,912	$105 million	Milliman
2013	1,811	$98.9 million	Milliman
2012	742	$10.7 million	Milliman
2011	702	$6.7 million	Milliman
2010	611	$3.1 million	Milliman

If you had money in one of these plans

Call Milliman, which runs the Health First Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((321) 434-8990). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.