Eric Phillips signed O'CONNOR Hospital's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'CONNOR Hospital's EIN is 16-1540394.
Download the official 2022 Form 5500 (PDF) for O'CONNOR Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)O'CONNOR Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P&A RETIREMENT PLAN SERVICES, INC | 16-1533601 | — | NONE | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date Retirement Fund - 135,803 shares | Mutual Funds | — | — | $2.2M | 30.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund - 67,314 shares | Mutual Funds | — | — | $911K | 12.7% | |
| TIAA Equity Index Fund - 19,469 shares | Common Collective Trusts | — | — | $539K | 7.5% | |
| American Funds American Funds 2035 Target Date Retirement Fund - 31,893 shares | Mutual Funds | — | — | $496K | 6.9% | |
| Fixed Annuity Contracts * TIAA Traditional Annuity Non-Fully Benefit-Responsive Investment Contracts | Mutual Funds | — | — | $302K | 4.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund - 18,392 shares | Mutual Funds | — | — | $294K | 4.1% | |
| TIAA Real Estate Securities Fund -16,824 shares | Mutual Funds | — | — | $270K | 3.8% | |
| American Funds American Funds 2045 Target Date Retirement Fund - 15,698 shares | Mutual Funds | — | — | $256K | 3.6% | |
| American Funds American Funds 2030 Target Date Retirement Fund - 17,249 shares | Mutual Funds | — | — | $252K | 3.5% | |
| s, Continued Fidelity Investments Fidelity Global Commodity Stock - 11,158 shares | Mutual Funds | — | — | $215K | 3.0% | |
| PIMCO Total Return Fund - 19,323 shares | Mutual Funds | — | — | $163K | 2.3% | |
| Vanguard Total Stock Market Index Fund - 1,446 shares | Common Collective Trusts | — | — | $135K | 1.9% | |
| American Funds American Funds U.S. Government Money Market Fund - 90 shares ** 90 American Funds American Funds New Perspective Fund - 2,818 shares | Mutual Funds | — | — | $133K | 1.9% | |
| American Funds American Funds 2015 Target Date Retirement Fund - 12 shares ** 140 American Funds American Funds 2020 Target Date Retirement Fund - 10,300 shares | Mutual Funds | — | — | $126K | 1.8% | |
| American Funds American Funds SMALLCAP World Fund - 1,802 shares | Mutual Funds | — | — | $105K | 1.5% | |
| Participant loans Interest rates ranging from 5.25% to 7.50% - | Bonds / Notes | — | — | $98K | 1.4% | |
| American Funds American Funds 2010 Target Date Retirement Fund - 8,705 shares | Mutual Funds | — | — | $94K | 1.3% | |
| American Funds American Funds The Growth Fund of America - 1,753 shares | Mutual Funds | — | — | $87K | 1.2% | |
| TIAA Inflation-Linked Bond Fund - 8,539 shares | Mutual Funds | — | — | $86K | 1.2% | |
| American Funds American Funds New World Fund - 1,089 shares | Mutual Funds | — | — | $72K | 1.0% | |
| CREF Accounts * TIAA CREF Stock Account - 106 units | Mutual Funds | — | — | $67K | 0.9% | |
| American Funds American Funds 2055 Target Date Retirement Fund - 1,729 shares | Mutual Funds | — | — | $35K | 0.5% | |
| TIAA CREF Equity Index Account - 105 units | Common Collective Trusts | — | — | $34K | 0.5% | |
| PIMCO Income Fund - 2,925 shares | Mutual Funds | — | — | $30K | 0.4% | |
| American Funds American Funds 2060 Target Date Retirement Fund - 2,091 shares | Mutual Funds | — | — | $28K | 0.4% | |
| American Funds American Funds Washington Mutual Investors Fund - 430 shares | Mutual Funds | — | — | $22K | 0.3% | |
| iShares Core Conservative Allocation ETF - 611 shares | Other securities | — | — | $21K | 0.3% | |
| TIAA CREF Social Choice Account - 3 units ** 794 * TIAA CREF Bond Market Account - 150 units | Mutual Funds | — | — | $18K | 0.3% | |
| TIAA CREF Growth Account - 27 units | Mutual Funds | — | — | $7K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Exchange-Traded Funds iShares Core Aggressive Allocation ETF - 87 shares | Other securities | — | — | $5K | <0.1% | |
| American Funds American Funds U.S. Government Securities Fund - 422 shares | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA CREF Global Equities Account - 21 units | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA CREF Inflation-Linked Bond Account - 32 units | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA CREF Money Market Account - 70 units | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
