Andrew Walker signed Wellspan Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellspan Health's EIN is 22-2517863.
Download the official 2024 Form 5500 (PDF) for Wellspan Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellspan Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 COMPANY OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $202K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $74.0M | 88.9% | |
| [Assets held in participant loans] | Other | — | — | $1.2M | 1.4% |
| $182K |
| — |
| ALOKDESHPANDE DBA/ SMARTPATH | — | ATLANTA, GA | INVESTMENT ADVISORY | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-3106735 | — | SECURITIES BROKERAGE | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLSPAN HEALTH | 22-2517863 | — | PLAN ADMINSITRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAMBAUGH NESS, INC. | 23-2846715 | — | AUDITOR | $12K | — |
