Catherine Alexander signed VNA Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VNA Health System's EIN is 24-0833353.
Download the official 2024 Form 5500 (PDF) for VNA Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VNA Health System's plan includes profit-sharing, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $41K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | RECORDKEEPER | $24K | — |
| IRON FIDUCIARY | 99-9552241 | — | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund Class K | Common Collective Trusts | — | — | $1.3M | 14.9% | |
| Federated Hermes Government Obligations Premier Fund | Other securities | — | — | $1.1M | 12.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $496K | 5.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $477K | 5.5% | |
| Prudential Total Return Bond Q | Other securities | — | — | $375K | 4.3% | |
| TIAA and CREF Life Cycle Index 2040 | Mutual Funds | — | — | $342K | 4.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $251K | 2.9% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $247K | 2.9% | |
| Goldman Sachs GQG Partners International Opportunities Fund | Other securities | — | — | $243K | 2.8% | |
| Nationwide Loomis All Cap Growth | Other securities | — | — | $237K | 2.7% | |
| Avantis US Large Cap Value Fund Inst | Other securities | — | — | $227K | 2.6% | |
| Blackrock Strategy Income Opportunity 61 Blackrock Total Return Fund | Other securities | — | — | $218K | 2.5% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $216K | 2.5% | |
| Blackrock High Yield Bond Portfolio | Other securities | — | — | $206K | 2.4% | |
| JP Morgan Equity Income Select | Other securities | — | — | $205K | 2.4% | |
| Avantis Emerging Markets Equity Fund Institutional Class | Other securities | — | — | $198K | 2.3% | |
| TIAA and CREF Life Cycle Index 2045 | Mutual Funds | — | — | $166K | 1.9% | |
| Putnam Growth Opportunities Fund | Mutual Funds | — | — | $139K | 1.6% | |
| Vanguard Windsor Fund Admiral | Mutual Funds | — | — | $135K | 1.6% | |
| MFS Research Fund 67 MFS Value Fund 117 MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $121K | 1.4% | |
| Columbia Select Large-Cap Growth 297 Diamond Hill Mid-Cap I | Other securities | — | — | $120K | 1.4% | |
| Principal Global Real Estate Securities | Other securities | — | — | $119K | 1.4% | |
| Aberdeen Emerging Markets ex-China Fund Inst 67 Alliance Bernstein Global Bond I 187 Alliance Bernstein Ab Global Bond Fund Class Z | Other securities | — | — | $118K | 1.4% | |
| Legal & General Commodity Strategy Fund Institutional Shares | Other securities | — | — | $105K | 1.2% | |
| Nationwide Geneva Small-Cap Growth | Other securities | — | — | $96K | 1.1% | |
| Nationwide Fixed Income Contract | Other securities | — | — | $95K | 1.1% | |
| Baird Core Plus Bond | Other securities | — | — | $86K | 1.0% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $80K | 0.9% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $70K | 0.8% | |
| Invesco Oppenheimer International Growth Y 94 JP Morgan Small-Cap Value 31 JP Morgan Core Plus Bond | Mutual Funds | — | — | $64K | 0.7% | |
| Avantis US Small Cap Value Fund | Other securities | — | — | $64K | 0.7% | |
| TIAA and CREF Life Cycle Index 2060 | Mutual Funds | — | — | $55K | 0.6% | |
| TIAA and CREF Life Cycle Index 2055 | Mutual Funds | — | — | $53K | 0.6% | |
| American Beacon International Equity Inst 68 American Century Short Duration Inflation Prot Bond 29 American Funds New World 610 Artisan International Value | U.S. Treasuries | — | — | $52K | 0.6% | |
| TIAA and CREF Life Cycle Index 2030 | Mutual Funds | — | — | $37K | 0.4% | |
| Prudential High Yield | Other securities | — | — | $32K | 0.4% | |
| Franklin Templeton Global Bond Advantage | Mutual Funds | — | — | $32K | 0.4% | |
| Principal Mid-Cap Value | Other securities | — | — | $32K | 0.4% | |
| Blackrock 80/20 Target Allocation Fund Inst | Other securities | — | — | $27K | 0.3% | |
| DFA Emerging Market Core Equity | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $25K | 0.3% | |
| Victory Sycamore Established Value | Other securities | — | — | $20K | 0.2% | |
| Principal Mid-Cap Fund R6 116 Prudential Global Real Estate | Other securities | — | — | $16K | 0.2% | |
| TIAA and CREF Life Cycle Index 2025 | Mutual Funds | — | — | $16K | 0.2% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $15K | 0.2% | |
| DFA Inflation Protected Securities Portfolio | Mutual Funds | — | — | $14K | 0.2% | |
| Federated Hermes High Yield Bond | Other securities | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2050 Fund 497 Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Short Term Bond Index 16 Vanguard Total International Bond Index | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NATIONWIDE |
| — |
| COLUMBUS, OH |
| RECORDKEEPER |
| $3K |
| — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| OSAIC FA INC | — | FORT WAYNE, PA | RECORDKEEPER | $0 | — |
| LINCOLN FINANCIAL ADVISORS CORP | 35-1151034 | FORT WAYNE, PA | RECORDKEEPER | $0 | — |
| LINCOLN FINANCIAL ADVISORS COR | 35-1151034 | FORT WAYNE, PA | RECORDKEEPER | $0 | — |
| OSAIC FA INC | — | FORT WAYNE, PA | RECORDKEEPER | $0 | — |
| LINCOLN FINANCIAL ADVISORS CORP | — | FORT WAYNE, IN | RECORDKEEPER | $0 | — |
| LINCOLN FINANCIAL ADVISORS COR | — | FORT WAYNE, IN | RECORDKEEPER | $0 | — |
