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 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISORY | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| account * Empower Guaranteed Long-Term Account- participant accounts | Other securities | — | — | $39.1M | 19.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $25.8M | 12.9% | |
| Vanguard Russell 1000 Growth Index Fund | Common Collective Trusts | — | — | $23.0M | 11.5% | |
| Columbia Dividend Income Instl | Other securities | — | — | $14.5M | 7.2% | |
| Capital Group American Balanced Fund R-5E | Common Stocks | — | — | $12.5M | 6.3% | |
| Capital Group American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $10.9M | 5.4% | |
| Fidelity INTL IDX | Common Collective Trusts | — | — | $8.8M | 4.4% | |
| T.Rowe Price Institutional Mid-Cap Equity Growth Fund | Other securities | — | — | $8.8M | 4.4% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $8.1M | 4.0% | |
| PIMCO GNMA & Government Securities Fund Class A | Agency / Mortgage-Backed | — | — | $7.2M | 3.6% | |
| Invesco Small Cap Value Y | Mutual Funds | — | — | $7.0M | 3.5% | |
| Macquarie Emerging Markets Institutional | Other securities | — | — | $6.3M | 3.2% | |
| Delware Funds Small Cap Value Fund Class A ** 840 Victory Capital Sycamore Established Value Fund Class I | Other securities | — | — | $6.3M | 3.1% | |
| Buffalo Small Cap Fund | Other securities | — | — | $5.5M | 2.8% | |
| PIMCO Intl BD USD HDG IST | Mutual Funds | — | — | $3.8M | 1.9% | |
| DFA Inflation - Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $2.0M | 1.0% | |
| Principal Global Real Estate Sec Instl | Other securities | — | — | $1.8M | 0.9% | |
| AQR Risk-Balanced Commodities Strat R6 | Other securities | — | — | $1.8M | 0.9% | |
| Notes receivable from participants Interest ranging from 4.25% - 9.50% maturities ranging | Bonds / Notes | — | — | $1.6M | 0.8% | |
| Alliance Bernstein High Income Fund Advisor Class | Other securities | — | — | $1.5M | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.0M | 0.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $883K | 0.4% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $487K | 0.2% | |
| Empower Guaranteed Long-Term Account - forfeitures/asset holding | Other securities | — | — | $208K | 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 | — |
