LORI Cammett signed Capital District Physicians Health Plan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capital District Physicians Health Plan, Inc.'s EIN is 14-1641028.
Download the official 2024 Form 5500 (PDF) for Capital District Physicians Health Plan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capital District Physicians Health Plan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | 84-0467907 | — | NONE | $163K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC |
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 | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $41.5M | 15.6% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $33.5M | 12.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $27.0M | 10.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.4M | 9.5% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.3M | 7.6% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.3M | 7.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $15.6M | 5.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $14.1M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.1M | 4.9% | |
| STABLE VALUE FUND New York Life NYL Guaranteed Interest Account | Stable Value | — | — | $12.1M | 4.5% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.9M | 1.5% | |
| maturing from 2025-2049 - | Other securities | — | — | $3.5M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| Vanguard Balanced Index Fund - Inst'l | Common Collective Trusts | — | — | $2.9M | 1.1% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $2.8M | 1.1% | |
| American Funds American Funds New Perspective R6 Directed | Mutual Funds | — | — | $2.6M | 1.0% | |
| Fidelity Total Intl Index Instl Premium | Mutual Funds | — | — | $2.3M | 0.9% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $2.3M | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.2M | 0.8% | |
| T. Rowe Price T Rowe Integr US Small-Cap Grwt Eqty Inv | Other securities | — | — | $2.1M | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.1M | 0.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $2.0M | 0.7% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $1.8M | 0.7% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $1.6M | 0.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| American Century American Century Small Cap Value R6 Participant | Other securities | — | — | $967K | 0.4% | |
| DFA International Core Equity I | Mutual Funds | — | — | $809K | 0.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $551K | 0.2% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $425K | 0.2% | |
| Allspring Core Plus Bond R6 Omitted - | Other securities | — | — | $341K | 0.1% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $319K | 0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $310K | 0.1% | |
| EAGLE MID CAP GROWTH CIT CLASS 2 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $193K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 58-2522668 |
| — |
| NONE |
| $56K |
| — |
| BONADIO & CO LLP | 16-1131146 | — | NONE | $9K | — |
