Paul Leaver signed Brockton Visiting Nurse Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brockton Visiting Nurse Association's EIN is 04-2103941.
Download the official 2024 Form 5500 (PDF) for Brockton Visiting Nurse Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brockton Visiting Nurse Association's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Target Rtrmnt 2035 Fd | Mutual Funds | — | — | $3.3M | 21.5% | |
| MassMutual General Account (Contract Value) | Other securities | — | — | $2.4M | 15.6% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.3M | 14.9% | |
| Vanguard Instl Target Rtrmnt 2030 Fd | Mutual Funds | — | — | $1.1M | 7.1% | |
| Vanguard Instl Target Rtrmnt Incm Fd | Mutual Funds | — | — | $880K | 5.7% | |
| Vanguard Instl Target Rtrmnt 2025 Fd | Mutual Funds | — | — | $873K | 5.7% | |
| Vanguard Instl Target Rtrmnt 2020 Fd | Mutual Funds | — | — | $747K | 4.9% | |
| Vanguard Instl Target Rtrmnt 2045 Fd | Mutual Funds | — | — | $617K | 4.0% | |
| Vanguard Instl Target Rtrmnt 2050 Fd | Mutual Funds | — | — | $556K | 3.6% | |
| Vanguard Instl Target Rtrmnt 2040 Fd | Mutual Funds | — | — | $521K | 3.4% | |
| T. Rowe Price All Cap Opportunities Fund | Other securities | — | — | $389K | 2.5% | |
| Touchstone Small Company Fund | Common Stocks | — | — | $289K | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $206K | 1.3% | |
| MFS Value Fund | Mutual Funds | — | — | $188K | 1.2% | |
| Vanguard Instl Target Rtrmnt 2055 Fd | Mutual Funds | — | — | $187K | 1.2% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $125K | 0.8% | |
| Vanguard Instl Target Rtrmnt 2060 Fd | Mutual Funds | — | — | $119K | 0.8% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $105K | 0.7% | |
| John Hancock Disciplined Value Mid Cap | Other securities | — | — | $71K | 0.5% | |
| Lincoln LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $54K | 0.4% | |
| Vanguard Instl Target Rtrmnt 2065 Fd | Mutual Funds | — | — | $50K | 0.3% | |
| Holding Account Holding Account 815 Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $40K | 0.3% | |
| American Funds EuroPacific Gr Fund | Mutual Funds | — | — | $29K | 0.2% | |
| Nuveen Large Cap Responsible Equity | Mutual Funds | — | — | $26K | 0.2% | |
| Lincoln LVIP T. Rowe Price Structured Mid-Cap Growth 740 * Lincoln LVIP Blended Large Cap Growth Mngd Volatility | Other securities | — | — | $15K | <0.1% | |
| Lincoln LVIP Mondrian International Value | Other securities | — | — | $12K | <0.1% | |
| Transamerica Life Insurance (Contract Value) | Other securities | — | — | $11K | <0.1% | |
| Brighthouse Life Insurance (Contract Value) | Other securities | — | — | $10K | <0.1% | |
| Lincoln LVIP Macquarie Wealth Builder Fund | Other securities | — | — | $8K | <0.1% | |
| Lincoln LVIP Macquarie Mid Cap Value Fund 769 * Lincoln LVIP Macquarie Social Awareness | Other securities | — | — | $8K | <0.1% | |
| Vanguard Infl-Protectd Secs Fd | Mutual Funds | — | — | $5K | <0.1% | |
| Brighthouse Life Insurance (Contract Value) | Other securities | — | — | $3K | <0.1% | |
| Lincoln LVIP Macquarie Smid Cap Core Series | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
