Jason KUBY signed Coordinated Care Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coordinated Care Services, Inc.'s EIN is 22-2573042.
Download the official 2024 Form 5500 (PDF) for Coordinated Care Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coordinated Care Services, Inc.'s plan includes profit-sharing, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MM Slct T.Rowe Pr Rtmt 2045 Fd Mutual Funds | Other securities | — | — | $4.0M | 13.3% | |
| MM Slct T.Rowe Pr Rtmt 2040 Fd Mutual Funds | Other securities | — | — | $3.2M | 10.6% | |
| MM Slct T.Rowe Pr Rtmt 2030 Fd Mutual Funds | Other securities | — | — | $2.6M | 8.6% | |
| MM Slct T.Rowe Pr Rtmt 2050 Fd Mutual Funds | Other securities | — | — | $2.6M | 8.5% | |
| MM Slct T.Rowe Pr Rtmt 2055 Fd Mutual Funds | Other securities | — | — | $2.5M | 8.4% | |
| MM Slct T.Rowe Pr Rtmt 2035 Fd Mutual Funds | Other securities | — | — | $2.1M | 7.0% | |
| Balance from previous page | Other securities | — | — | $1.5M | 4.9% | |
| MM S&P 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.5M | 4.8% | |
| MM Slct T.Rowe Pr Rtmt 2025 Fd Mutual Funds | Other securities | — | — | $1.4M | 4.7% | |
| Lincoln Fixed Account Fixed Annuity Contract | Other securities | — | — | $1.3M | 4.3% | |
| MM Slct T.Rowe Pr Rtmt 2060 Fd Mutual Funds | Other securities | — | — | $1.3M | 4.2% | |
| Capital Preservation Account Guaranteed Interest Contract | Other securities | — | — | $1.1M | 3.7% | |
| Loomis Sayles Core Plus Bond A Mutual Funds | Other securities | — | — | $834K | 2.8% | |
| MM Slct T.Rowe Pr Rtmt 2020 Fd Mutual Funds | Other securities | — | — | $611K | 2.0% | |
| American Funds Balanced Fund Mutual Funds | Mutual Funds | — | — | $443K | 1.5% | |
| ClearBridge Large Cap Gr Fd Mutual Funds | Other securities | — | — | $431K | 1.4% | |
| ClearBridge Int'l Growth Fd Mutual Funds | Other securities | — | — | $407K | 1.3% | |
| and maturing at various dates through September 2029 | Other securities | — | — | $405K | 1.3% | |
| LVIP SSGA S&P 500 Index Separate Accounts | Pooled Separate Accounts | — | — | $379K | 1.3% | |
| MM Slct T.Rowe Pr Rtmt 2015 Fd Mutual Funds | Other securities | — | — | $359K | 1.2% | |
| Invesco Discovery Fund Mutual Funds | Mutual Funds | — | — | $254K | 0.8% | |
| Fidelity Growth Portfolio Separate Accounts | Pooled Separate Accounts | — | — | $199K | 0.7% | |
| Empower S&P Mid Cap 400 Index Fund L Mutual Funds | Common Collective Trusts | — | — | $194K | 0.6% | |
| AB VPS Large CAP Growth Port Separate Accounts | Pooled Separate Accounts | — | — | $188K | 0.6% | |
| MFS Mid Cap Value Fund Mutual Funds | Mutual Funds | — | — | $165K | 0.5% | |
| American Funds Amer Mutual Fd Mutual Funds | Mutual Funds | — | — | $159K | 0.5% | |
| IMPAX Elevate Glbl Women's Leader Mutual Funds | Other securities | — | — | $152K | 0.5% | |
| Empower S&P Small Cap 600 Index Fund L Mutual Funds | Common Collective Trusts | — | — | $146K | 0.5% | |
| Invesco Developing Markets Mutual Funds | Mutual Funds | — | — | $139K | 0.5% | |
| MassMutual Mid Cap Growth Fund Mutual Funds | Other securities | — | — | $135K | 0.4% | |
| American Funds Growth Fund Separate Accounts | Pooled Separate Accounts | — | — | $115K | 0.4% | |
| LVIP T. Rowe Price Structured Separate Accounts | Pooled Separate Accounts | — | — | $97K | 0.3% | |
| PIMCO Commodity Real Rtn Strat Fd Mutual Funds | Mutual Funds | — | — | $74K | 0.2% | |
| Franklin Small Cap Value Fund Mutual Funds | Mutual Funds | — | — | $68K | 0.2% | |
| LVIP Baron Grth Opportunities Separate Accounts | Pooled Separate Accounts | — | — | $68K | 0.2% | |
| T. Rowe Price INTL Stock Separate Accounts | Pooled Separate Accounts | — | — | $66K | 0.2% | |
| Fidelity ContraFund Portfolio Separate Accounts | Pooled Separate Accounts | — | — | $60K | 0.2% | |
| Delaware VIP Small Cap Value Separate Accounts | Pooled Separate Accounts | — | — | $52K | 0.2% | |
| Fidelity Asset Manager Separate Accounts | Pooled Separate Accounts | — | — | $50K | 0.2% | |
| NB Amt Sustainable Eq Port Separate Accounts | Pooled Separate Accounts | — | — | $43K | 0.1% | |
| LVIP Delaware Smid Cap Core Fund Separate Accounts | Pooled Separate Accounts | — | — | $42K | 0.1% | |
| LVIP SSGA Small Cap Index Separate Accounts | Pooled Separate Accounts | — | — | $41K | 0.1% | |
| LVIP Delaware Dvrs Income Fund Separate Accounts | Pooled Separate Accounts | — | — | $33K | 0.1% | |
| Calvert Balanced A Mutual Funds | Other securities | — | — | $28K | <0.1% | |
| MM Slct T.Rowe Pr Rtmt 2010 Fd Mutual Funds | Other securities | — | — | $26K | <0.1% | |
| Janus Henderson Global Research Separate Accounts | Pooled Separate Accounts | — | — | $16K | <0.1% | |
| LVIP Delaware REIT Fund Separate Accounts | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| American Funds International Separate Accounts | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| Lincoln VP Social Awareness Separate Accounts | Pooled Separate Accounts | — | — | $13K | <0.1% | |
| AB VPS Global Thematic Growth Separate Accounts | Pooled Separate Accounts | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MINNEAPOLIS, MN |
| BROKER/ADVISER |
| $0 |
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