David Rose signed Visiting Nurse Association of Boston, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visiting Nurse Association of Boston, Inc.'s EIN is 04-2105800.
Download the official 2024 Form 5500 (PDF) for Visiting Nurse Association of Boston, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visiting Nurse Association of Boston, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $29.8M | 73.5% | |
| Mutual of America Clear Passage 2025 Fund | Other securities | — | — | $7.4M | 18.3% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $6.5M | 16.0% | |
| CR24910 LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $5.0M | 12.4% | |
| Mutual of America Clear Passage 2020 Fund | Other securities | — | — | $4.5M | 11.0% | |
| Lincoln Multifund Fixed Account | Other securities | — | — | $3.9M | 9.6% | |
| Mutual of America Clear Passage 2045 Fund | Other securities | — | — | $2.3M | 5.8% | |
| Mutual of America Clear Passage 2040 Fund | Other securities | — | — | $2.2M | 5.5% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $1.9M | 4.6% | |
| Mutual of America Interest Accumulation Account | Other securities | — | — | $1.8M | 4.6% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $1.8M | 4.4% | |
| LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $913K | 2.3% | |
| LVIP Delaware Social Awareness | Other securities | — | — | $790K | 1.9% | |
| LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $769K | 1.9% | |
| LVIP Blackrock Dividend Value Management Volatility | Other securities | — | — | $724K | 1.8% | |
| LVIP Delaware Mid Cap Value Fund | Other securities | — | — | $642K | 1.6% | |
| Mutual of America Clear Passage 2050 Fund | Other securities | — | — | $479K | 1.2% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $441K | 1.1% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $409K | 1.0% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | — | $352K | 0.9% | |
| LVIP Blended Large-Cap Growth Managed Volatility | Other securities | — | — | $351K | 0.9% | |
| Mutual of America U.S. Government Money Market Fund | Cash / Money Market | — | — | $258K | 0.6% | |
| Mutual of America Clear Passage 2055 Fund | Other securities | — | — | $252K | 0.6% | |
| LVIP JPMorgan Retirement Income Fund | Other securities | — | — | $148K | 0.4% | |
| LVIP Mondrian International Value | Other securities | — | — | $142K | 0.4% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | — | $126K | 0.3% | |
| LVIP Delaware SMID Cap Core Series | Other securities | — | — | $106K | 0.3% | |
| American Funds International Fund ** 138 Delaware VIP Small Cap Value ** 637 Fidelity VIP Contrafund ** 923 Fidelity VIP Growth | Mutual Funds | — | — | $106K | 0.3% | |
| LVIP T. Rowe Price Structured Mid-Cap | Other securities | — | — | $101K | 0.3% | |
| MFS Utilities Fund | Mutual Funds | — | — | $94K | 0.2% | |
| Mutual of America Clear Passage 2015 Fund | Other securities | — | — | $93K | 0.2% | |
| Mutual of America Clear Passage 2065 Fund ** 41 * Mutual of America Conservative Allocation | Other securities | — | — | $93K | 0.2% | |
| Mutual of America Mid-Cap Equity Index | Common Collective Trusts | — | — | $90K | 0.2% | |
| LVIP Delaware Wealth Builder Fund | Other securities | — | — | $88K | 0.2% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $86K | 0.2% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $75K | 0.2% | |
| Mutual of America Moderate Allocation | Other securities | — | — | $64K | 0.2% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | — | $58K | 0.1% | |
| Mutual of America All America Fund | Other securities | — | — | $50K | 0.1% | |
| DWS Capital Growth VIP | Other securities | — | — | $49K | 0.1% | |
| Fidelity VIP Mid-Cap Portfolio | Mutual Funds | — | — | $44K | 0.1% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $38K | <0.1% | |
| Mutual of America Intermediate Bond Fund ** 112 * Mutual of America International Fund | Other securities | — | — | $32K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio | Mutual Funds | — | — | $27K | <0.1% | |
| American Century Investments VP Capital Appreciation Fund ** $ 204 American Funds Insurance Series New World Fund | Mutual Funds | — | — | $27K | <0.1% | |
| Mutual of America Clear Passage 2060 Fund | Other securities | — | — | $23K | <0.1% | |
| LVIP Delaware Value Series | Other securities | — | — | $21K | <0.1% | |
| Mutual of America Small-Cap Value Fund | Other securities | — | — | $19K | <0.1% | |
| LVIP Delaware Bond | Other securities | — | — | $14K | <0.1% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
