BETH Ross signed West Penn Allegheny Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Penn Allegheny Health System's EIN is 25-0969492.
Download the official 2024 Form 5500 (PDF) for West Penn Allegheny Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Penn Allegheny Health System's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $342K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5160382 |
| — |
| NONE |
| $280K |
| — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $23K | — |
| REED SMITH LLP | 25-0749630 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price T.Rowe Price Institutional Large Cap Core Growth Fund N/R | Mutual Funds | — | — | $177.3M | 14.5% | |
| s * TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $146.4M | 12.0% | |
| Registered Investment Companies * CREF Stock Account N/R | Mutual Funds | — | — | $126.1M | 10.3% | |
| Vanguard Institutional Index Fund N/R | Common Collective Trusts | — | — | $85.1M | 7.0% | |
| BlackRock LifePath Index Retirement Fund N/R | Other securities | — | — | $76.6M | 6.3% | |
| CREF Growth Account N/R | Mutual Funds | — | — | $65.6M | 5.4% | |
| BlackRock LifePath Index 2030 K N/R | Other securities | — | — | $50.9M | 4.2% | |
| BlackRock LifePath Index 2035 K N/R | Other securities | — | — | $43.7M | 3.6% | |
| CREF Global Equities Account N/R | Mutual Funds | — | — | $41.0M | 3.4% | |
| CREF Equities Index Account N/R | Mutual Funds | — | — | $35.1M | 2.9% | |
| BlackRock LifePath Index 2040 K N/R | Other securities | — | — | $33.3M | 2.7% | |
| BlackRock LifePath Index 2045 K N/R | Other securities | — | — | $29.5M | 2.4% | |
| BlackRock LifePath Index 2050 K N/R | Other securities | — | — | $25.8M | 2.1% | |
| Vanguard Extended Market Index Institutional Fund N/R | Mutual Funds | — | — | $24.9M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I N/R | Mutual Funds | — | — | $22.3M | 1.8% | |
| Federated Hermes Federated Hermes Government Obligations PRM N/R | Other securities | — | — | $20.7M | 1.7% | |
| CREF Social Choice N/R | Mutual Funds | — | — | $17.3M | 1.4% | |
| Allspring Core Bond - R6 N/R | Other securities | — | — | $16.9M | 1.4% | |
| MFS Institutional International Equity Fund N/R | Mutual Funds | — | — | $14.5M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.3M | 1.2% | |
| CREF Bond Market Account N/R | Mutual Funds | — | — | $13.0M | 1.1% | |
| BlackRock LifePath Index 2055 K N/R | Other securities | — | — | $12.7M | 1.0% | |
| Hood River Hood River Small-Cap Growth R N/R | Other securities | — | — | $12.4M | 1.0% | |
| TIAA-CREF Nuveen Lifecycle 2040-Prem N/R | Mutual Funds | — | — | $11.3M | 0.9% | |
| Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $9.7M | 0.8% | |
| TIAA-CREF Nuveen Lifecycle 2030-Prem N/R | Mutual Funds | — | — | $8.8M | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2035-Prem N/R | Mutual Funds | — | — | $8.1M | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2025-Prem N/R | Mutual Funds | — | — | $7.5M | 0.6% | |
| BlackRock LifePath Index 2060 K N/R | Other securities | — | — | $6.8M | 0.6% | |
| CREF Inflation-Linked Bond Account N/R | Mutual Funds | — | — | $6.7M | 0.6% | |
| CREF Money Market Account N/R | Mutual Funds | — | — | $5.9M | 0.5% | |
| Diamond Hill Diamond Hill Small-Mid Cap Fund Class Y N/R | Other securities | — | — | $5.4M | 0.4% | |
| Vanguard Total Bond Market Index Admiral Shares Fund N/R | Mutual Funds | — | — | $5.4M | 0.4% | |
| Vanguard Emerging Markets Stock Ind-Adm N/R | Mutual Funds | — | — | $4.5M | 0.4% | |
| Vanguard High-Yield Corporate Admiral Shares Fund N/R | Mutual Funds | — | — | $4.4M | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2045-Prem N/R | Mutual Funds | — | — | $4.1M | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2020-Prem N/R | Mutual Funds | — | — | $3.5M | 0.3% | |
| Vanguard S/T Bond Index Admiral N/R | U.S. Treasuries | — | — | $3.4M | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2050-Prem N/R | Mutual Funds | — | — | $2.5M | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2015-Prem N/R | Mutual Funds | — | — | $2.4M | 0.2% | |
| Fidelity Real Estate Income Fund N/R | Mutual Funds | — | — | $1.9M | 0.2% | |
| Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $1.9M | 0.2% | |
| BlackRock LifePath Index 2065 K N/R | Other securities | — | — | $1.8M | 0.2% | |
| Corebridge Fixed Interest Account N/R | Other securities | — | — | $1.8M | 0.1% | |
| GMO Benchmark-Free Allocation R6 N/R | Other securities | — | — | $1.5M | 0.1% | |
| TIAA-CREF Nuveen Lifecycle 2055-Prem N/R | Mutual Funds | — | — | $1.2M | <0.1% | |
| MFS Emerging Markets Debt Fund Class R6 N/R | Mutual Funds | — | — | $725K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2010-Prem N/R | Mutual Funds | — | — | $694K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Rtmt Inc-Prem N/R | Mutual Funds | — | — | $546K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2060-Prem N/R | Mutual Funds | — | — | $416K | <0.1% |
