Antoinette Colon signed WES Health System's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WES Health System's EIN is 23-3048845.
Download the official 2023 Form 5500 (PDF) for WES Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WES Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.8M | 88.0% | |
| [Assets held in participant loans] | Other | — | — | $51K | 2.5% |
