Brenda Calder signed Lifeworks, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifeworks, Inc.'s EIN is 22-2512887.
Download the official 2023 Form 5500 (PDF) for Lifeworks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lifeworks, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $6.5M | 90.8% | |
| s * Mutual Fund of America Life Insurance Company Mutual of America Clear Passage 2030 Fund | Pooled Separate Accounts | — | — | $1.9M | 25.8% | |
| America Life Insurance Company Mutual of America Clear Passage 2035 Fund | Mutual Funds | — | — | $496K | 6.9% | |
| America Life Insurance Company Mutual of America Clear Passage 2025 Fund | Mutual Funds | — | — | $462K | 6.4% | |
| America Life Insurance Company Mutual of America Clear Passage 2020 Fund | Mutual Funds | — | — | $430K | 6.0% | |
| America Life Insurance Company Mutual of America Clear Passage 2045 Fund | Mutual Funds | — | — | $381K | 5.3% | |
| America Life Insurance Company Mutual of America Clear Passage 2040 Fund | Mutual Funds | — | — | $350K | 4.9% | |
| America Life Insurance Company Mutual of America Clear Passage 2055 Fund | Mutual Funds | — | — | $337K | 4.7% | |
| America Life Insurance Company Mutual of America Clear Passage 2050 Fund | Mutual Funds | — | — | $327K | 4.6% | |
| America Life Insurance Company Mutual of America Clear Passage 2015 Fund | Mutual Funds | — | — | $309K | 4.3% | |
| s * Mutual of America Life Insurance Company Mutual of America Interest Accumulation Account | Insurance Contracts | — | — | $252K | 3.5% | |
| America Life Insurance Company Mutual of America Aggressive Allocation Fund | Mutual Funds | — | — | $196K | 2.7% | |
| America Life Insurance Company Mutual of America Moderate Allocation Fund | Mutual Funds | — | — | $166K | 2.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | — | $132K | 1.8% | |
| America Life Insurance Company Mutual of America Retirement Income Fund | Mutual Funds | — | — | $111K | 1.5% | |
| America Life Insurance Company Mutual of America Equity Index Fund | Mutual Funds | — | — | $101K | 1.4% | |
| America Life Insurance Company Mutual of America Mid-Cap Equity Index Fund | Mutual Funds | — | — | $91K | 1.3% | |
| America Life Insurance Company Mutual of America Balanced Fund | Mutual Funds | — | — | $72K | 1.0% | |
| America Life Insurance Company Mutual of America Conservative Allocation Fund | Mutual Funds | — | — | $65K | 0.9% | |
| PIMCO VIT Real Return Portfolio | Mutual Funds | — | — | $64K | 0.9% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $48K | 0.7% | |
| Fidelity Fidelity® VIP Contrafund Portfolio | Mutual Funds | — | — | $42K | 0.6% | |
| America Life Insurance Company Mutual of America Intermediate Bond Fund | Mutual Funds | — | — | $40K | 0.6% | |
| America Life Insurance Company Mutual of America Clear Passage 2060 Fund | Mutual Funds | — | — | $40K | 0.6% | |
| Vanguard VIF Real Estate Index Portfolio | Mutual Funds | — | — | $38K | 0.5% | |
| DWS Capital Growth VIP | Other securities | — | — | $38K | 0.5% | |
| America Life Insurance Company Mutual of America Small Cap Growth Fund | Mutual Funds | — | — | $30K | 0.4% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $30K | 0.4% | |
| Fidelity Fidelity® VIP Equity-Income Portfolio | Mutual Funds | — | — | $27K | 0.4% | |
| America Life Insurance Company Mutual of America All America Fund | Mutual Funds | — | — | $26K | 0.4% | |
| America Life Insurance Company Mutual of America Small Cap Equity Index Fund | Mutual Funds | — | — | $26K | 0.4% | |
| America Life Insurance Company Mutual of America Bond Fund | Mutual Funds | — | — | $25K | 0.3% | |
| American Funds American Funds Insurance Series New World Fund | Mutual Funds | — | — | $19K | 0.3% | |
| America Life Insurance Company Mutual of America Clear Passage 2065 Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Anerican Century American Century Investments® VP Capital Appreciation Fund | Other securities | — | — | $15K | 0.2% | |
| Delaware Funds Delaware VIP Small Cap Value Series | Other securities | — | — | $14K | 0.2% | |
| America Life Insurance Company Mutual of America Money Market Fund | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Fidelity® VIP Mid-Cap Portfolio | Mutual Funds | — | — | $11K | 0.2% | |
| America Life Insurance Company Mutual of America Small Cap Value Fund | Mutual Funds | — | — | $11K | 0.2% | |
| America Life Insurance Company Mutual of America International Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Oppenheimer Funds Invesco V.I. Main Street Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Massachusetts Financial Services Company MFS® VIT III Mid Cap Value Portfolio | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Fidelity® VIP Asset Manager Portfolio | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | Mutual Funds | — | — | $7K | <0.1% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | — | $6K | <0.1% | |
| Neuberger Financial Services Company Neuberger Berman AMT Sustainable Equity Portfolio | Common Stocks | — | — | $4K | <0.1% | |
| America Life Insurance Company Mutual of America Mid-Cap Value Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
