Vince Azzarello signed Shore Medical Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shore Medical Center's EIN is 21-0660835.
Download the official 2024 Form 5500 (PDF) for Shore Medical Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shore Medical Center's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | — | NONE | $199K | — |
| PNC | 22-1146430 | — | NONE | $158K | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | NONE | $23K | — |
| CAPTRUST | 56-1984030 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| US government securities USA TREASURY NOTES 39,056,122 units | U.S. Treasuries | — | $38.2M | $37.4M | 22.2% | |
| Exchange traded funds ISHARES CORE S&P 500 12,161 units | Common Collective Trusts | — | $5.4M | $7.2M | 4.2% | |
| Total single premium deferred annuity contracts | Other securities | — | $4.2M | $6.0M | 3.5% | |
| Single premium deferred annuity contracts * Jackson National Life 4,212,084 units | Other securities | — | $2.5M | $4.2M | 2.5% | |
| ISHARES CORE MSCI EAFE ETF 42,849 units | Other securities | — | $2.8M | $3.0M | 1.8% | |
| Interest Bearing Cash FEDERATED HERMES GOVT OBLIG PREM SHS 2,854,314 units | Cash / Money Market | — | $2.9M | $2.9M | 1.7% | |
| JP MORGAN CHASE & CO 2,455,000 units, VAR% DUE 07/24/2038 | Common Stocks | — | $2.1M | $2.1M | 1.2% | |
| COMCAST CORP CALL 2,470,000 units, 03.750% DUE 04/01/2040 | Bonds / Notes | — | $2.0M | $2.0M | 1.2% | |
| WELLS FARGO & COMPANY SER MTN CALL 1,955,000 units, VAR% DUE 04/24/2034 | Common Stocks | — | $2.0M | $1.9M | 1.1% | |
| GOLDMAN SACHS GROUP INC CALL 2,080,000 units, VAR% DUE 02/24/2033 | Common Stocks | — | $1.7M | $1.8M | 1.1% | |
| Protective Life Insurance Company N/A | Common Stocks | — | $1.7M | $1.8M | 1.0% | |
| ISHARES CORE S&P MID-CAP ETF 25,185 units | Other securities | — | $1.3M | $1.6M | 0.9% | |
| FLORIDA POWER & LIGHT CO CALL 1,600,000 units, 05.300% DUE 04/01/2053 | Bonds / Notes | — | $1.6M | $1.5M | 0.9% | |
| PRISA SA PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | $944K | $1.5M | 0.9% | |
| CITIGROUP INC CALL 1,640,000 units, VAR% DUE 11/03/2032 | Common Stocks | — | $1.3M | $1.4M | 0.8% | |
| WALT DISNEY COMPANY/THE COGT 1,200,000 units, 06.650% DUE 11/15/2037 | Bonds / Notes | — | $1.4M | $1.3M | 0.8% | |
| ORACLE CORP 1,435,000 units, 04.300% DUE 07/08/2034 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| PFIZER INVESTMENT ENTER 1,405,000 units, 05.300% DUE 05/19/2053 | Bonds / Notes | — | $1.4M | $1.3M | 0.8% | |
| CONOCOPHILLIPS NOTES 1,200,000 units, 06.500% DUE 02/01/2039 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| Corporate Debt AEP TRANSMISSION CO LLC CALL 1,375,000 units, 05.400% DUE 03/15/2053 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| VERIZON COMMUNICATIONS 1,335,000 units, 05.250% DUE 03/16/2037 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| JOHNSON & JOHNSON CALL 1,475,000 units, 03.550% DUE 03/01/2036 | Bonds / Notes | — | $1.3M | $1.3M | 0.8% | |
| BANK OF AMERICA CORPORATION 1,830,000 units, VAR% DUE 06/19/2041 | Common Stocks | — | $1.3M | $1.3M | 0.8% | |
| STATE STREET CORP CALL 1,350,000 units, VAR% DUE 08/04/2033 | Common Stocks | — | $1.2M | $1.3M | 0.7% | |
| MORGAN STANLEY SR UNSEC 1,960,000 units, VAR% DUE 01/25/2052 | Other securities | — | $1.2M | $1.2M | 0.7% | |
| AMERICAN EXPRESS COSER WI CALL 1,215,000 units, 03.300% DUE 05/03/2027 | Bonds / Notes | — | $1.1M | $1.2M | 0.7% | |
| BANK OF NOVA SCOTIA 1,155,000 units, 05.350% DUE 12/07/2026 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| WISDOMTREE U.S. QUALITY DIVI 14,398 units | Other securities | — | $965K | $1.2M | 0.7% | |
| Accrued Income - | Other securities | — | — | $1.2M | 0.7% | |
| TOYOTA MOTOR CREDIT CORP UNSC 1,135,000 units, 05.400% DUE 11/20/2026 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| PIONEER NATURAL RESOURCE UNSC 1,140,000 units, 05.100% DUE 03/29/2026 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| VIRGINIA ELEC & POWER CO CALL 1,170,000 units, 05.000% DUE 04/01/2033 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| AVALONBAY COMMUNITIES CALL 1,140,000 units, 05.300% DUE 12/07/2033 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| T-MOBILE USA INC SER WI CALL 1,310,000 units, 04.375% DUE 04/15/2040 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| NORTHERN STATES PWR-MINN 1,475,000 units, 05.050% DUE 08/01/2030 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| BERKSHIRE HATHAWAY FINCOM GTD 1,230,000 units, 04.400% DUE 05/15/2042 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| MICROSOFT CORP CALL 1,275,000 units, 03.450% DUE 08/08/2036 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| SAN DIEGO G & E SER WWW CALL 1,725,000 units, 02.950% DUE 08/15/2051 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| DUKE ENERGY FLORIDA LLC CALL 1,050,000 units, 06.200% DUE 11/15/2053 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| MIDAMERICAN ENERGY CO CALL 1,490,000 units, 03.650% DUE 08/01/2048 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| BURLINGTN NORTH SANTA FE CALL 1,340,000 units, 04.150% DUE 04/01/2045 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| SHELL INTERNATIONAL FIN SR NOTES 1,000,000 units, 06.375% DUE 12/15/2038 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| UNITEDHEALTH GROUP INC CALL 1,040,000 units, 05.875% DUE 02/15/2053 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| EXXON MOBIL CORPORATION 1,200,000 units, 04.114% DUE 03/01/2046 | Bonds / Notes | — | $1.0M | $973K | 0.6% | |
| INTEL CORP CALL 1,200,000 units, 04.900% DUE 08/05/2052 | Bonds / Notes | — | $1.1M | $947K | 0.6% | |
| MORGAN STANLEY SER MTN CALL 1,075,000 units, VAR% DUE 10/20/2032 | Other securities | — | $858K | $901K | 0.5% | |
| BANK OF AMERICA CORPORATION 1,020,000 units, VAR% DUE 02/13/2031 | Common Stocks | — | $848K | $897K | 0.5% | |
| CAPITAL ONE FINANCIAL CO CALL 910,000 units, 03.750% DUE 03/09/2027 | Bonds / Notes | — | $851K | $888K | 0.5% | |
| EVERSOURCE ENERGY UNSC 880,000 units, 04.750% DUE 05/15/2026 | Bonds / Notes | — | $864K | $879K | 0.5% | |
| SUMITOMO MITSUI FINL GRP 885,000 units, 03.784% DUE 03/09/2026 | Bonds / Notes | — | $853K | $876K | 0.5% |
