Catherine Goris signed Centerlight Health System's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerlight Health System's EIN is 13-1739920.
Download the official 2023 Form 5500 (PDF) for Centerlight Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Centerlight Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHALL & STERLING WEALTH | 14-1759387 | — | ADVISORY | $30K | — |
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.
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.2M | 28.8% | |
| S, AT FAIR VALUE Fidelity 500 Index Inv | Mutual Funds | — | — | $8.2M | 9.4% | |
| JPMorgan Large Cap Growth A | Other securities | — | — | $5.6M | 6.4% | |
| Allspring Prem Large Co. Growth I | Common Stocks | — | — | $4.9M | 5.7% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $4.0M | 4.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.9M | 3.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.9M | 3.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.9M | 3.3% | |
| American Beacon American Beacon Large Cap Value Inv | Other securities | — | — | $2.3M | 2.6% | |
| BlackRock High Equity Income Instl | Other securities | — | — | $2.2M | 2.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.2M | 2.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.1M | 2.4% | |
| American Funds American Funds Washington Mutual R4 | Mutual Funds | — | — | $2.0M | 2.3% | |
| American Funds American Funds EuroPacific Growth R4 | Mutual Funds | — | — | $1.9M | 2.2% | |
| American Funds American Funds New Perspective R4 | Mutual Funds | — | — | $1.9M | 2.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $1.7M | 2.0% | |
| PIMCO Total Return Admin | Mutual Funds | — | — | $1.5M | 1.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.3M | 1.5% | |
| MEDLEY PSF STOCK IDX PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| Fidelity Extended Market Index Prem | Mutual Funds | — | — | $1.1M | 1.3% | |
| Oakmark Equity & Income I | Other securities | — | — | $1.1M | 1.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $1.0M | 1.1% | |
| PIMCO Real Return Admin | Mutual Funds | — | — | $983K | 1.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $940K | 1.1% | |
| Loomis Sayles Loomis Sayles Small Cap Value Ret | Other securities | — | — | $880K | 1.0% | |
| Metropolitan West Metropolitan West Total Return Bond M | Other securities | — | — | $739K | 0.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $684K | 0.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $577K | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $567K | 0.6% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $495K | 0.6% | |
| MEDLEYPRU CAP GRO VCA-10 PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $406K | 0.5% | |
| The Prudential Insurance Company of America Medley Prudential Capital Growth Account | Common Stocks | — | — | $406K | 0.5% | |
| Invesco Developing Mkts Y | Mutual Funds | — | — | $385K | 0.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $195K | 0.2% | |
| MEDLEY PSF BLEND PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $174K | 0.2% | |
| MEDLEY PSF PGIM FLX MGD A PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 086 | Pooled Separate Account | — | — | $147K | 0.2% | |
| MEDLEY PSF GOVT INC PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 084 | Pooled Separate Account | — | — | $72K | <0.1% | |
| MEDLEY PSF PGIM 50/50 PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $59K | <0.1% | |
| MED PSF PGIM TOT RET BD PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 083 | Pooled Separate Account | — | — | $36K | <0.1% | |
| MEDLEY PSF GLOBAL PORT PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 071 | Pooled Separate Account | — | — | $28K | <0.1% | |
| MEDLEY PSF PGIM GOV MM PRUDENTIAL RETIREMENT INS. · EIN 22-1211670 / PN 025 | Pooled Separate Account | — | — | $28K | <0.1% | |
| SELF DIRECTED AND VARIABLE ANNUITY FUNDS, AT FAIR VALUE * Transamerica Financial Life Ins. Co. SecurePath for Life 2030 | OTHER | — | — | $19K | <0.1% | |
| The Prudential Insurance Company of America PGIM Government Money Market Fund- Class Z | Cash / Money Market | — | — | $15K | <0.1% | |
| Transamerica Financial Life Ins. Co. SecurePath for Life 2025 | Common Stocks | — | — | $7K | <0.1% | |
| Transamerica Financial Life Ins. Co. SecurePath for Life Retirement Income | Common Stocks | — | — | $4K | <0.1% |
