Renee Dubault signed University Medical Service Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Medical Service Association, Inc.'s EIN is 23-7313346.
Download the official 2024 Form 5500 (PDF) for University Medical Service Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Medical Service Association, Inc.'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 |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $91K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIXED ACCOUNT PLUS | Other securities | — | — | $7.8M | 19.0% | |
| VANGUARD INST IDX | Common Collective Trusts | — | — | $4.1M | 10.1% | |
| FIXED ACCOUNT | Other securities | — | — | $2.0M | 5.0% | |
| STOCK INDEX FUND | Common Collective Trusts | — | — | $1.9M | 4.6% | |
| VANGUARD SM CP IDX ADM | Common Collective Trusts | — | — | $1.5M | 3.8% | |
| VANGUARD TGT RTMT 2035 | Mutual Funds | — | — | $1.5M | 3.7% | |
| VANGUARD TGT RTMT 2055 | Mutual Funds | — | — | $1.4M | 3.4% | |
| VANGUARD TOT INTL STCK IDX ADM | Common Collective Trusts | — | — | $1.4M | 3.3% | |
| VANGUARD FED MONEY MARKET INV | Mutual Funds | — | — | $1.1M | 2.6% | |
| VANGUARD TGT RTMT 2045 | Mutual Funds | — | — | $1.0M | 2.5% | |
| VAN MID CAP INDEX ADM | Other securities | — | — | $987K | 2.4% | |
| VANGUARD TL BD MK IDX ADM | Common Collective Trusts | — | — | $874K | 2.1% | |
| SCIENCE & TECHNOLOGY FUND | Other securities | — | — | $858K | 2.1% | |
| MID CAP INDEX FUND | Common Collective Trusts | — | — | $829K | 2.0% | |
| AMERICAN EUROPACIFIC GROWTH R6 | Other securities | — | — | $813K | 2.0% | |
| VANGUARD TGT RTMT 2025 | Mutual Funds | — | — | $810K | 2.0% | |
| VANGUARD TGT RTMT 2050 | Mutual Funds | — | — | $664K | 1.6% | |
| GROWTH FUND | Other securities | — | — | $623K | 1.5% | |
| INTERNATL EQUITIES INDEX FUND | Common Collective Trusts | — | — | $569K | 1.4% | |
| VANGUARD WINDSOR II | Mutual Funds | — | — | $565K | 1.4% | |
| SHORT TERM FIXED ACCOUNT | Other securities | — | — | $479K | 1.2% | |
| MFS VALUE R6 | Mutual Funds | — | — | $478K | 1.2% | |
| VANGUARD TGT RTMT INC | Mutual Funds | — | — | $455K | 1.1% | |
| VANGUARD TGT RTMT 2040 | Mutual Funds | — | — | $449K | 1.1% | |
| US SOCIALLY RESPONSIBLE FUND | Other securities | — | — | $393K | 1.0% | |
| PRINCIPAL REAL ESTATE SEC R6 | Other securities | — | — | $374K | 0.9% | |
| JHANCOCK DISCPL VAL MID CAP R6 | Other securities | — | — | $342K | 0.8% | |
| CORE BOND FUND | Other securities | — | — | $335K | 0.8% | |
| EMERGING ECONOMIES | Other securities | — | — | $322K | 0.8% | |
| ALLSPRING SPC SM CAP VAL FD R6 | Other securities | — | — | $317K | 0.8% | |
| HARBOR CAPITAL APP RETIREMENT | Other securities | — | — | $286K | 0.7% | |
| VANGUARD TGT RTMT 2060 | Mutual Funds | — | — | $264K | 0.6% | |
| MID CAP STRATEGIC GWTH | Other securities | — | — | $248K | 0.6% | |
| SMALL CAP INDEX FUND | Common Collective Trusts | — | — | $246K | 0.6% | |
| VANGUARD WELLINGTON FUND INC | Mutual Funds | — | — | $238K | 0.6% | |
| CARILLON EAGLE MID CAP GROWTH | Other securities | — | — | $232K | 0.6% | |
| INTERNATIONAL VALUE FUND | Other securities | — | — | $228K | 0.6% | |
| BLACKROCK TOTAL RETURN K | Other securities | — | — | $222K | 0.5% | |
| MID CAP VALUE FUND | Other securities | — | — | $221K | 0.5% | |
| VANGUARD TGT RTMT 2030 | Mutual Funds | — | — | $205K | 0.5% | |
| Notes receivable from participants (4.25% - 9.50%) | Bonds / Notes | — | — | $181K | 0.4% | |
| INTL OPPORTUNITIES | Other securities | — | — | $180K | 0.4% | |
| MODERATE GROWTH LIFESTYLE | Other securities | — | — | $177K | 0.4% | |
| INTL SOCIALLY RESPONSIBLE FUND | Other securities | — | — | $177K | 0.4% | |
| SMALL CAP VALUE FUND | Other securities | — | — | $171K | 0.4% | |
| INFLATION PROTECTED FUND | Other securities | — | — | $166K | 0.4% | |
| ARIEL FUND | Other securities | — | — | $153K | 0.4% | |
| GS VIT GOV MONEY MKT FD INST | Cash / Money Market | — | — | $152K | 0.4% | |
| SYSTEMATIC GROWTH FUND | Other securities | — | — | $152K | 0.4% | |
| VANGUARD TGT RTMT 2020 | Mutual Funds | — | — | $126K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
