Micah D. Bennett signed Geisinger System Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Geisinger System Services' EIN is 23-2164794.
Download the official 2024 Form 5500 (PDF) for Geisinger System Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Geisinger System Services' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPS CO | 04-2647786 | — | RECORDKEEPER | $43K | — |
| METROPOLITAN LIFE INSURANCE CO | — | CHARLOTTE, NC | RECORDKEEPER | $77 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | CONTRACT ADMINISTRATOR | $25 | — |
| FIDELITY INVESTMENTS INST OPS CO |
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.
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| 04-2647786 |
| — |
| RECORDKEEPER |
| $0 |
| — |
| EQUITABLE FINANCIAL LIFE INS CO. | 13-5570651 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | CONTRACT ADMINISTRATOR | $1K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | CONTRACT ADMINISTRATOR | $229 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund - Institutional N/R | Mutual Funds | — | — | $141.1M | 13.4% | |
| Fidelity Investments Fidelity Growth Company K N/R | Mutual Funds | — | — | $105.3M | 10.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 PRM N/R | Mutual Funds | — | — | $93.3M | 8.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 PRM N/R | Mutual Funds | — | — | $92.5M | 8.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 PRM N/R | Mutual Funds | — | — | $89.4M | 8.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 PRM N/R | Mutual Funds | — | — | $77.8M | 7.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 PRM N/R | Mutual Funds | — | — | $73.9M | 7.0% | |
| Fidelity Investments Fidelity Freedom Index 2050 PRM N/R | Mutual Funds | — | — | $63.6M | 6.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 PRM N/R | Mutual Funds | — | — | $33.6M | 3.2% | |
| Fully Benefit-Responsive Investment Contracts * Lincoln National Life Insurance Company Lincoln Fixed Account N/R | Common Stocks | — | — | $31.7M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 PRM N/R | Mutual Funds | — | — | $30.6M | 2.9% | |
| Vanguard Mid Cap Index Fund - Institutional N/R | Common Collective Trusts | — | — | $21.8M | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 PRM N/R | Mutual Funds | — | — | $18.5M | 1.8% | |
| Metropolitan West Metropolitan West Total Return Bond P N/R | Other securities | — | — | $18.4M | 1.8% | |
| Fidelity Investments Fidelity International Discover Fund K6 N/R | Mutual Funds | — | — | $17.4M | 1.7% | |
| Vanguard Total Bond Market Index - Institutional N/R | Mutual Funds | — | — | $17.0M | 1.6% | |
| John Hancock John Hancock Discipline Value R6 N/R | Other securities | — | — | $16.9M | 1.6% | |
| Vanguard Smallcap Index Institutional N/R | Mutual Funds | — | — | $15.9M | 1.5% | |
| Fidelity Investments Fidelity International Index Institutional N/R | Mutual Funds | — | — | $14.9M | 1.4% | |
| JP Morgan JP Morgan Midcap Value L N/R | Other securities | — | — | $13.2M | 1.3% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund N/R | Other securities | — | — | $13.1M | 1.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 PRM N/R | Mutual Funds | — | — | $6.3M | 0.6% | |
| Victory S Small Co. Op. Y N/R | Common Stocks | — | — | $4.5M | 0.4% | |
| CREF Separate Accounts * CREF Stock Account N/R | Pooled Separate Accounts | — | — | $4.5M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 PRM N/R | Mutual Funds | — | — | $4.0M | 0.4% | |
| Loomis Small Cap Growth N N/R | Other securities | — | — | $3.7M | 0.4% | |
| TIAA Access Core Bond Plus N/R 629 Total TIAA variable annuity accounts | Mutual Funds | — | — | $3.6M | 0.3% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $3.5M | 0.3% | |
| CREF Growth Account N/R | Mutual Funds | — | — | $3.0M | 0.3% | |
| TIAA Traditional Annuity Benefit-Responsive N/R | Mutual Funds | — | — | $2.8M | 0.3% | |
| Fidelity Investments FID FDM IDX INC PRM N/R | Common Collective Trusts | — | — | $2.4M | 0.2% | |
| CREF Social Choice Account N/R | Mutual Funds | — | — | $2.0M | 0.2% | |
| CREF Equity Index Account N/R | Common Collective Trusts | — | — | $1.8M | 0.2% | |
| CREF Core Bond N/A | Mutual Funds | — | — | $1.1M | 0.1% | |
| CREF Global Equities Account N/R | Mutual Funds | — | — | $1.1M | 0.1% | |
| Fidelity Investments FID FDM IDX 2065 PRM N/R | Common Collective Trusts | — | — | $880K | <0.1% | |
| SEPARATE ACCOUNT BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $752K | <0.1% | |
| TIAA Variable Annuity Accounts * TIAA Access Lifecycle 2035 N/R | Mutual Funds | — | — | $725K | <0.1% | |
| TIAA Access Lifecycle 2030 N/R | Mutual Funds | — | — | $692K | <0.1% | |
| CREF Money Market Account N/R | Mutual Funds | — | — | $667K | <0.1% | |
| (NAV) * TIAA Real Estate Account N/R | Pooled Separate Accounts | — | — | $590K | <0.1% | |
| s * Metlife Group Choice EG N/R | Guaranteed Income / GIC | — | — | $439K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $434K | <0.1% | |
| TIAA Access Lifecycle 2040 N/R | Mutual Funds | — | — | $423K | <0.1% | |
| Brighthouse Life Insurance Company T-FLEX Fixed Annuity N/R | Common Stocks | — | — | $420K | <0.1% | |
| Separate Accounts (RDFV) * MetLife Stock Index Port N/R | Pooled Separate Accounts | — | — | $401K | <0.1% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $371K | <0.1% | |
| CREF Inflation-Linked Bond Account N/R | Mutual Funds | — | — | $368K | <0.1% | |
| Guaranteed Annuity Contract * TIAA Traditional Non-Benefit Responsive Annuity Accounts N/R | Mutual Funds | — | — | $338K | <0.1% | |
| TIAA Access Lifecycle 2025 N/R | Mutual Funds | — | — | $335K | <0.1% |