Juniper Health, Inc.'s EIN is 04-3779582.
Download the official 2024 Form 5500 (PDF) for Juniper Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Juniper Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | — | $29K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | — | RECORDKEEPER | $6K | — |
| NATIONWIDE | 31-4156830 | — | — | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Funds | Mutual Funds | — | — | $1.0M | 18.2% | |
| Fidelity | Mutual Funds | — | — | $753K | 13.5% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $685K | 12.3% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $615K | 11.1% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $467K | 8.4% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $457K | 8.2% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $308K | 5.5% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $265K | 4.8% | |
| Nationwide Mutual Funds | Other securities | — | — | $156K | 2.8% | |
| Fidelity | Mutual Funds | — | — | $140K | 2.5% | |
| Principal Financial Global | Other securities | — | — | $97K | 1.7% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $64K | 1.1% | |
| Nationwide Mutual Funds | Other securities | — | — | $64K | 1.1% | |
| American Funds | Mutual Funds | — | — | $55K | 1.0% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $54K | 1.0% | |
| Nationwide Mutual Funds | Other securities | — | — | $36K | 0.6% | |
| TIAA-CREF Funds | Mutual Funds | — | — | $31K | 0.6% | |
| JPMorgan Trust II | Other securities | — | — | $29K | 0.5% | |
| Nationwide Mutual Funds | Other securities | — | — | $27K | 0.5% | |
| Goldman Sachs | Other securities | — | — | $21K | 0.4% | |
| Nationwide Mutual Funds | Other securities | — | — | $16K | 0.3% | |
| Dodge & Cox Funds | Mutual Funds | — | — | $15K | 0.3% | |
| Federated Hermes | Other securities | — | — | $14K | 0.3% | |
| Nationwide Mutual Funds | Other securities | — | — | $13K | 0.2% | |
| American Century EFT Trust | Other securities | — | — | $12K | 0.2% | |
| JPMorgan Trust II | Other securities | — | — | $12K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $12K | 0.2% | |
| American Century EFT Trust | Other securities | — | — | $11K | 0.2% | |
| JPMorgan Trust ll | Other securities | — | — | $10K | 0.2% | |
| JPMorgan Trust II | Other securities | — | — | $10K | 0.2% | |
| Vanguard Health Care | Mutual Funds | — | — | $7K | 0.1% | |
| PGIM | Other securities | — | — | $7K | 0.1% | |
| MFS | Mutual Funds | — | — | $7K | 0.1% | |
| Diamond Hill | Other securities | — | — | $7K | 0.1% | |
| Principal Financial Global | Other securities | — | — | $7K | 0.1% | |
| Federal Institutional Trust | Other securities | — | — | $6K | 0.1% | |
| Legal & General Investment Management America, Inc | Common Stocks | — | — | $6K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $6K | 0.1% | |
| BlackRock Capital Appreciation Fund, Inc. | Common Stocks | — | — | $5K | <0.1% | |
| PIMCO Investments LLC Distributor | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $5K | <0.1% | |
| Alger Institutional Funds | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Blue Chip | Other securities | — | — | $4K | <0.1% | |
| Vanguard Health Care | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Health Care | Mutual Funds | — | — | $4K | <0.1% | |
| American Century EFT Trust | Other securities | — | — | $4K | <0.1% | |
| BlackRock Capital Appreciation Fund, Inc. | Common Stocks | — | — | $3K | <0.1% | |
| Vanguard Health Care | Mutual Funds | — | — | $3K | <0.1% | |
| Cohen & Steers | Other securities | — | — | $3K | <0.1% | |
| Vanguard Health Care | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY | $923 | — |
| MML INVESTORS SERVICES, LLC | 04-2746212 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES | 31-1560462 | — | THIRD PARTY ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FINANCIAL | 99-9552241 | — | — | $2K | — |
