Daniel Burns signed CPC Integrated Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPC Integrated Health, Inc.'s EIN is 21-0719369.
Download the official 2024 Form 5500 (PDF) for CPC Integrated Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPC Integrated Health, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan US Equity A Fund | Other securities | — | $0 | $3.3M | 11.3% | |
| Prin Fixed Income non 401(a) | Other securities | — | $0 | $3.3M | 11.2% | |
| Prin LgCp S&P 500 Idx Inst Fd | Common Collective Trusts | — | $0 | $2.4M | 8.3% | |
| Prin LgCap Growth I Inst Fund | Other securities | — | $0 | $2.1M | 7.0% | |
| Prin LifeTime 2020 Inst Fund | Other securities | — | $0 | $1.6M | 5.4% | |
| JanusHenderson Entrprs S | Other securities | — | $0 | $1.5M | 5.2% | |
| Am Fds EuroPacific Grth R4 Fd | Other securities | — | $0 | $1.5M | 5.1% | |
| JP Morgan Equity Inc R3 | Common Stocks | — | $0 | $1.4M | 4.7% | |
| Prin LifeTime Str Inc Inst Fd | Common Stocks | — | $0 | $1.4M | 4.6% | |
| Prin LifeTime 2045 Inst Fund | Other securities | — | $0 | $1.3M | 4.3% | |
| Loomis Sayles Core Pls Bd A Fd | Other securities | — | $0 | $1.2M | 4.2% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | $0 | $1.1M | 3.9% | |
| Prin LifeTime 2055 Inst Fund | Other securities | — | $0 | $1.1M | 3.7% | |
| Prin LifeTime 2015 Inst Fund | Other securities | — | $0 | $1.0M | 3.4% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | $0 | $670K | 2.3% | |
| Prin LifeTime 2030 Inst Fund | Other securities | — | $0 | $572K | 1.9% | |
| Prin LifeTime 2025 Inst Fund | Other securities | — | $0 | $543K | 1.8% | |
| Prin SmCap S&P 600 Idx Inst Fd | Common Collective Trusts | — | $0 | $490K | 1.7% | |
| Prin LifeTime 2065 Inst Fund | Other securities | — | $0 | $489K | 1.7% | |
| Prin MidCp S&P 400 Idx Inst Fd | Common Collective Trusts | — | $0 | $412K | 1.4% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $394K | 1.3% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | $0 | $364K | 1.2% | |
| Prin Real Estate Secs Inst Fd | Other securities | — | $0 | $359K | 1.2% | |
| Prin SmallCap Value II Inst Fd | Other securities | — | $0 | $337K | 1.1% | |
| Participant Loans | Participant loans | — | $0 | $296K | 1.0% | |
| Prin MidCap Value I Inst Fund | Other securities | — | $0 | $118K | 0.4% | |
| Prin LifeTime 2035 Inst Fund | Other securities | — | $0 | $110K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
