B. Michael Rogers signed University Orthopaedic Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Orthopaedic Services Inc.'s EIN is 16-1406947.
Download the official 2024 Form 5500 (PDF) for University Orthopaedic Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Orthopaedic Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | NONE | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | — | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price | Other securities | — | — | $8.0M | 11.5% | |
| JP Morgan Distribution Services, Inc. | Common Stocks | — | — | $6.5M | 9.3% | |
| Fidelity Investments | Mutual Funds | — | — | $6.1M | 8.7% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $4.1M | 5.9% | |
| College Retirement Equities Fund | Other securities | — | — | $3.2M | 4.6% | |
| American Fund Distributors, Inc. | Common Stocks | — | — | $3.0M | 4.3% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $3.0M | 4.3% | |
| MYCOMPASS IND MODERATE 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $3.0M | 4.3% | |
| College Retirement Equities Fund | Other securities | — | — | $2.9M | 4.2% | |
| College Retirement Equities Fund | Other securities | — | — | $2.9M | 4.1% | |
| American Fund Distributors, Inc. | Common Stocks | — | — | $2.3M | 3.3% | |
| College Retirement Equities Fund | Other securities | — | — | $2.1M | 3.1% | |
| Fidelity Investments | Mutual Funds | — | — | $1.7M | 2.5% | |
| Fidelity Investments | Mutual Funds | — | — | $1.6M | 2.3% | |
| PGIM, Inc. | Common Stocks | — | — | $1.6M | 2.3% | |
| Vanguard Group, Inc. | Mutual Funds | — | — | $1.5M | 2.1% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $1.3M | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 1.9% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $1.1M | 1.6% | |
| MYCOMPASS IND MODERATE 2055 FD R WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| American Century Investments | Other securities | — | — | $1.0M | 1.5% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $1.0M | 1.5% | |
| Vanguard Group, Inc. | Mutual Funds | — | — | $964K | 1.4% | |
| American Fund Distributors, Inc. | Common Stocks | — | — | $952K | 1.4% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $928K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $928K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $915K | 1.3% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $873K | 1.3% | |
| Vanguard Group, Inc. | Mutual Funds | — | — | $714K | 1.0% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $696K | 1.0% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $586K | 0.8% | |
| Robert W. Baird & Co. | Common Stocks | — | — | $561K | 0.8% | |
| American Fund Distributors, Inc. | Common Stocks | — | — | $543K | 0.8% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $540K | 0.8% | |
| MYCOMPASS IND MODERATE RET FD R WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $540K | 0.8% | |
| College Retirement Equities Fund | Other securities | — | — | $535K | 0.8% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $443K | 0.6% | |
| MYCOMPASS IND MODERATE 2065 FD R WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $443K | 0.6% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $401K | 0.6% | |
| MFS Investment Management | Mutual Funds | — | — | $375K | 0.5% | |
| College Retirement Equities Fund | Other securities | — | — | $340K | 0.5% | |
| PGIM, Inc. | Common Stocks | — | — | $312K | 0.4% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $283K | 0.4% | |
| MYCOMPASS IND MODERATE 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $283K | 0.4% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $275K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $228K | 0.3% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $225K | 0.3% | |
| Invesco | Mutual Funds | — | — | $211K | 0.3% | |
| Teachers Insurance and Annuity Association | Other securities | — | — | $199K | 0.3% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $160K | 0.2% |
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 |
|---|---|---|---|---|---|
| VALIANT RETIRE INC. | 87-1649469 | — | TPA | $2K | — |
