Kathryn Badger signed Centrastate Healthcare System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centrastate Healthcare System's EIN is 22-2482803.
Download the official 2024 Form 5500 (PDF) for Centrastate Healthcare System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centrastate Healthcare System's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISORY | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Long-Term Account - participant accounts | Other securities | — | — | $19.4M | 17.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.0M | 12.5% | |
| Vanguard Russell 1000 Growth Index Fund | Common Collective Trusts | — | — | $11.1M | 10.0% | |
| Columbia Dividend Income Instl | Other securities | — | — | $9.7M | 8.7% | |
| American Balanced Fund R-5E | Other securities | — | — | $8.1M | 7.2% | |
| American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $5.8M | 5.2% | |
| T.Rowe Price Institutional Mid-Cap Equity Growth Fund | Other securities | — | — | $4.9M | 4.4% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $4.7M | 4.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.4M | 3.9% | |
| PIMCO GNMA & Government Securities Fund Class A | Agency / Mortgage-Backed | — | — | $3.9M | 3.5% | |
| Invesco Small Cap Value Y | Mutual Funds | — | — | $3.6M | 3.2% | |
| Delaware Small Cap Value Fund Class A ** 339 Victory Sycamore Established Value Fund Class I | Other securities | — | — | $3.5M | 3.1% | |
| Macquarie Emerging Markets Institutional | Other securities | — | — | $3.1M | 2.8% | |
| Buffalo Small Cap Fund | Other securities | — | — | $2.6M | 2.3% | |
| PIMCO International Bond (USD-Hedged) Ins | Mutual Funds | — | — | $2.1M | 1.9% | |
| DFA Inflation - Protected Securities Portfolio Institutional | Mutual Funds | — | — | $979K | 0.9% | |
| AQR Risk-Balanced Commodities Strat R6 | Other securities | — | — | $943K | 0.8% | |
| Class Principal Global Real Estate Sec Instl | Other securities | — | — | $915K | 0.8% | |
| Alliance Bernstein High Income Fund Advisor Class | Other securities | — | — | $882K | 0.8% | |
| Notes receivable from participants Interest ranging from 4.25% - 9.50% maturities | Bonds / Notes | — | — | $633K | 0.6% | |
| Empower Guaranteed Long-Term Account- forfeitures/asset | Other securities | — | — | $334K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $134K | 0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $123K | 0.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH+BROWN , PC | 22-2027092 | — | ACCOUNTING | $35K | — |
