JILL Green Lebow signed Fallon Community Health Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fallon Community Health Plan's EIN is 23-7442369.
Download the official 2024 Form 5500 (PDF) for Fallon Community Health Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fallon Community Health Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $197K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $95.3M | 57.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $51.6M | 30.9% | |
| JPMCB SMARTRETIREMENT 2030 FUND CF JP MORGAN FUNDS · EIN 47-4632462 / PN 000 | Common Collective Trust | — | — | $23.7M | 14.2% | |
| JPMCB SMARTRETIREMENT 2040 FUND CF JP MORGAN FUNDS · EIN 47-4660069 / PN 000 | Common Collective Trust | — | — | $17.0M | 10.1% | |
| JPMCB SMARTRETIREMENT 2035 FUND CF JP MORGAN FUNDS · EIN 47-4646438 / PN 000 | Common Collective Trust | — | — | $14.0M | 8.3% | |
| JPMCB SMARTRETIREMENT 2020 FUND CF JP MORGAN FUNDS · EIN 47-4612229 / PN 000 | Common Collective Trust | — | — | $9.4M | 5.6% | |
| JPMCB SMARTRETIREMENT 2050 FUND CF JP MORGAN FUNDS · EIN 47-4682074 / PN 000 | Common Collective Trust | — | — | $8.8M | 5.3% | |
| JPMCB SMARTRETIREMENT 2045 FUND CF JP MORGAN FUNDS · EIN 47-4675558 / PN 000 | Common Collective Trust | — | — | $8.3M | 5.0% | |
| JPMCB SMARTRETIREMENT 2025 FUND CF JP MORGAN FUNDS · EIN 47-4619720 / PN 000 | Common Collective Trust | — | — | $6.4M | 3.8% | |
| JPMCB SMARTRETIREMENT 2055 FUND CF JP MORGAN FUNDS · EIN 81-3250124 / PN 000 | Common Collective Trust | — | — | $3.4M | 2.0% | |
| [Assets held in participant loans] | Other | — | — | $2.2M | 1.3% | |
| VICTORY INTEGRITY SMALL/MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 000 | Common Collective Trust | — | — | $2.1M | 1.3% | |
| JPMCB SMARTRETIREMENT INCOME FUND C JP MORGAN FUNDS · EIN 47-4585612 / PN 000 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| JPMCB SMARTRETIREMENT 2060 FUND CF JP MORGAN FUNDS · EIN 47-4585612 / PN 000 | Common Collective Trust | — | — | $917K | 0.5% |
