Jacksonville Spine Center, P.A.'s EIN is 20-0091237.
Download the official 2024 Form 5500 (PDF) for Jacksonville Spine Center, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacksonville Spine Center, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cash Account, Equity and Mutual Funds, Ex Traded Funds Charles Schwab | Mutual Funds | — | $4.5M | $4.5M | 41.9% | |
| SEPARATE ACCOUNT G-3 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $3.2M | 29.0% | |
| VANGUARD 500 INDEX ADMIRAL SHARES - A9 Ameritas Life Insurance Corp | Common Collective Trusts | — | $1.5M | $1.5M | 13.6% | |
| Cash Reserves, Stocks, Bond Funds, Exch Trd Prod, Stock Funds Fidelity | Mutual Funds | — | $1.4M | $1.4M | 12.9% | |
| STADION DOMESTIC EQUITY ETF FUND BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 059 | Common Collective Trust | — | $754K | $754K | 6.9% | |
| AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6 - BO Ameritas Life Insurance Corp | Mutual Funds | — | $462K | $462K | 4.3% | |
| STADION INTERNATIONAL EQUITY ETF FD BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 060 | Common Collective Trust | — | $385K | $385K | 3.5% | |
| AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6 - BL Ameritas Life Insurance Corp | Mutual Funds | — | $343K | $343K | 3.2% | |
| AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6 - BU Ameritas Life Insurance Corp | Mutual Funds | — | $213K | $213K | 2.0% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-6 - BW Ameritas Life Insurance Corp 625 JPMORGAN LARGE CAP GROWTH FUND CLASS R6 - B3 Ameritas Life Insurance Corp | Mutual Funds | — | $148K | $148K | 1.4% | |
| STADION CYCLICAL TREND ETF FUND BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 062 | Common Collective Trust | — | $142K | $142K | 1.3% | |
| STADION DYNAMIC TREND ETF FUND BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 061 | Common Collective Trust | — | $135K | $135K | 1.2% | |
| GUARANTEED INVESTMENT ACCOUNT - 10 Ameritas Life Insurance Corp | Common Stocks | — | — | $121K | 1.1% | |
| STADION CORE INCOME ETF FUND BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 063 | Common Collective Trust | — | $100K | $100K | 0.9% | |
| AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6 - BM 79,308 | Mutual Funds | — | $79K | $79K | 0.7% | |
| Ameritas Life Insurance Corp | Common Stocks | — | — | $78K | 0.7% | |
| AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6 - BK Ameritas Life Insurance Corp | Mutual Funds | — | $73K | $73K | 0.7% | |
| AMERICAN FUNDS INCOME FUND OF AMERICA CLASS R-6 - BX Ameritas Life Insurance Corp 355 FIDELITY VIP GOVERNMENT MONEY MARKET PORTFOLIO - AT Ameritas Life Insurance Corp | Mutual Funds | — | $54K | $54K | 0.5% | |
| AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6 - BP Ameritas Life Insurance Corp | Mutual Funds | — | $51K | $51K | 0.5% | |
| Ameritas Life Insurance Corp DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO - AO Ameritas Life Insurance Corp | Mutual Funds | — | $37K | $37K | 0.3% | |
| VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES - BF Ameritas Life Insurance Corp | Common Collective Trusts | — | $33K | $33K | 0.3% | |
| JPMORGAN U.S. EQUITY FUND CLASS R6 - AW Ameritas Life Insurance Corp | Common Stocks | — | $31K | $31K | 0.3% | |
| STADION LONG DURATION FIXED INCOME ETF FUND CLASS 2 - A4 Ameritas Life Insurance Corp 290 DODGE & COX STOCK FUND CLASS I - AS Ameritas Life Insurance Corp | Mutual Funds | — | $31K | $31K | 0.3% | |
| JANUS HENDERSON TRITON FUND CLASS T - AV Ameritas Life Insurance Corp | Mutual Funds | — | $24K | $24K | 0.2% | |
| DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO - AN Ameritas Life Insurance Corp | Mutual Funds | — | $16K | $16K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SHARES - BG Ameritas Life Insurance Corp | Mutual Funds | — | $15K | $15K | 0.1% | |
| AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6 - BQ Ameritas Life Insurance Corp | Mutual Funds | — | $14K | $14K | 0.1% | |
| AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6 - BS Ameritas Life Insurance Corp | Mutual Funds | — | $14K | $14K | 0.1% | |
| AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND CLASS R-6 - B2 Ameritas Life Insurance Corp | Mutual Funds | — | $12K | $12K | 0.1% | |
| AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6 - BR Ameritas Life Insurance Corp | Mutual Funds | — | $10K | $10K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| VANGUARD HIGH-YIELD CORPORATE FUND ADMIRAL SHARES - BA Ameritas Life Insurance Corp 934 TEMPLETON GLOBAL BOND FUND CLASS R6 - BZ Ameritas Life Insurance Corp | Mutual Funds | — | $2K | $2K | <0.1% | |
| JANUS HENDERSON GLOBAL REAL ESTATE FUND CLASS T - B1 Ameritas Life Insurance Corp | Mutual Funds | — | $2K | $2K | <0.1% | |
| GOLDMAN SACHS SMALL/MID CAP GROWTH FUND INVESTOR SHARES - AU Ameritas Life Insurance Corp 367 DFA US SM CAP VALUE PORTFOLIO INSTITUTIONAL CLASS SHARES - AQ Ameritas Life Insurance Corp | Mutual Funds | — | $2K | $2K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES - BH Ameritas Life Insurance Corp | Mutual Funds | — | $2K | $2K | <0.1% | |
| STADION LONG DURATION FIXED INCOME BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 064 | Common Collective Trust | — | — | $290 | <0.1% |
