Mendelson Orthopedics, P.C.'s EIN is 20-0180191.
Download the official 2024 Form 5500 (PDF) for Mendelson Orthopedics, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mendelson Orthopedics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $26.3M | 95.9% | |
| STATE STREET S&P 500 IDX SEC LEND I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $5.0M | 18.4% | |
| AMERICAN FUNDS TRGT DATE RET 2025 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $2.6M | 9.4% | |
| JPMORGAN LARGE CAP GROWTH R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $1.9M | 6.9% | |
| STATE STREET RUSSELL L/C GROWTH IDX UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $1.6M | 5.8% | |
| AMERICAN FUNDS TRGT DATE RET 2050 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.0% | |
| AMERICAN FUNDS TRGT DATE RET 2045 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.0% | |
| AMERICAN FUNDS TRGT DATE RET 2035 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $972K | 3.5% | |
| AMERICAN FUNDS TRGT DATE RET 2055 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $925K | 3.4% | |
| AMERICAN FUNDS TRGT DATE RET 2030 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $899K | 3.3% | |
| MFS MID CAP GROWTH R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $841K | 3.1% | |
| AMERICAN FUNDS TRGT DATE RET 2040 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $573K | 2.1% | |
| AMERICAN FUNDS TRGT DATE RET 2060 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $477K | 1.7% | |
| AMERICAN FUNDS TRGT DATE RET 2010 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $301K | 1.1% | |
| MFS INTERNATIONAL GROWTH R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $211K | 0.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $200K | 0.7% | |
| AMERICAN FUNDS TRGT DATE RET 2020 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $151K | 0.6% | |
| T. ROWE PRICE SPECT MOD GRW ALLOC I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $120K | 0.4% | |
| STATE STREET RUSS SM CAP GR IND NON UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $100K | 0.4% | |
| AMERICAN FUNDS TRGT DATE RET 2065 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $92K | 0.3% | |
| STATE STREET EMERGING MKT IND SL II UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $79K | 0.3% | |
| STATE STREET RUSS SM CAP VA IND NON UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $60K | 0.2% | |
| STATE STREET INTL SECS LENDING IX UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $60K | 0.2% | |
| T. ROWE PRICE SPECTRUM MOD ALLOC I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $44K | 0.2% | |
| RETIREMENT RIGHT STABLE VALUE I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $36K | 0.1% | |
| COHEN & STEERS INSTL REALTY SHARES UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $36K | 0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH I S UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $20K | <0.1% | |
| STATE STREET RUSS SM CAP IND SECS L UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $15K | <0.1% | |
| MFS MID CAP VALUE R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $15K | <0.1% | |
| T. ROWE PRICE SPECTRUM CONS ALLOC I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS TRGT DATE RET 2015 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TCW METWEST TOTAL RETURN BOND PLAN UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $651 | <0.1% | |
| STATE STREET US GOV/CRT BD IND NONL UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $359 | <0.1% | |
| STATE STREET US INFL PRO BD IDX S/L UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $264 | <0.1% | |
| VANGUARD WINDSOR II ADM UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $118 | <0.1% |
