GREG Mistifer signed UPMC Pinnacle's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UPMC Pinnacle's EIN is 25-1778658.
Download the official 2024 Form 5500 (PDF) for UPMC Pinnacle from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UPMC Pinnacle's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS INC | 43-1451524 | — | NONE | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Investment Contracts * Prudential Retirement Insurance Annuity Insurance and Annuity Company Guaranteed Interest Account N/A | Common Stocks | — | — | $77.8M | 14.9% | |
| s * PGIM Jennison Growth Z N/A | Mutual Funds | — | — | $54.8M | 10.5% | |
| Vanguard Institutional Index Instl N/A | Mutual Funds | — | — | $41.1M | 7.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $33.1M | 6.3% | |
| American Funds American Funds Europacific Gr R6 N/A | Mutual Funds | — | — | $31.5M | 6.0% | |
| American Funds American Funds 2045 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $24.8M | 4.8% | |
| American Funds American Funds 2035 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $22.1M | 4.2% | |
| American Funds American Funds 2040 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $21.8M | 4.2% | |
| TCW Metwest Total Return Bond Plan N/A | Other securities | — | — | $19.2M | 3.7% | |
| American Funds American Funds 2030 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $18.5M | 3.6% | |
| American Funds American Funds 2025 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $18.5M | 3.5% | |
| MFS Value R6 N/A | Mutual Funds | — | — | $17.0M | 3.3% | |
| American Funds American Funds 2055 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $16.7M | 3.2% | |
| American Funds American Funds Growth Fund Of Amer R6 N/A | Mutual Funds | — | — | $15.4M | 3.0% | |
| T.Rowe Price T. Rowe Price Dividend Growth I N/A | Other securities | — | — | $12.7M | 2.4% | |
| T.Rowe Price T. Rowe Price Mid-Cap Value I N/A | Other securities | — | — | $11.3M | 2.2% | |
| American Funds American Funds 2020 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $10.6M | 2.0% | |
| American Funds American Funds Capital World G/I R6 N/A | Mutual Funds | — | — | $9.5M | 1.8% | |
| American Funds American Funds American Balanced R6 N/A | Mutual Funds | — | — | $8.6M | 1.7% | |
| MassMutual Mass Mutual Mid Cap Growth I N/A | Other securities | — | — | $8.2M | 1.6% | |
| Vanguard Mid Cap Index Ins N/A | Mutual Funds | — | — | $5.6M | 1.1% | |
| American Funds American Beacon Small Cp Val R5 N/A | Mutual Funds | — | — | $5.6M | 1.1% | |
| T.Rowe Price T. Rowe Price Integrated US Sm Gr Eq I N/A | Other securities | — | — | $5.0M | 1.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $4.8M | 0.9% | |
| Vanguard Small Cap Index Instl N/A | Mutual Funds | — | — | $4.3M | 0.8% | |
| Lincoln National Life Insurance Company Fixed Account N/A | Common Stocks | — | — | $4.3M | 0.8% | |
| American Funds American Funds 2010 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $4.1M | 0.8% | |
| PIMCO Income Instl N/A | Mutual Funds | — | — | $1.9M | 0.4% | |
| LVIP DIMENSIONAL US CORE EQUITY 1 LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $1.6M | 0.3% | |
| Vanguard FTSE Social Index Admiral N/A | Mutual Funds | — | — | $1.5M | 0.3% | |
| American Funds American Funds 2015 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $965K | 0.2% | |
| Brighthouse Life Insurance Company T-Flex N/A | Common Stocks | — | — | $961K | 0.2% | |
| Vanguard Total Bond Market Index Admiral N/A | Mutual Funds | — | — | $937K | 0.2% | |
| Vanguard Developed Markets Index Admiral N/A | Mutual Funds | — | — | $854K | 0.2% | |
| METLIFE STOCK INDEX PORTFOLIO CLASS BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $573K | 0.1% | |
| LVIP MACQUARIE SOCIAL AWARENESS LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $476K | <0.1% | |
| BRIGHTHOUSE ASSET ALLOCATION 60 POR BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $404K | <0.1% | |
| BRIGHTHOUSE ASSET ALLOCATION 80 POR BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $339K | <0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $307K | <0.1% | |
| JENNISON GROWTH PORTFOLIO BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $303K | <0.1% | |
| LVIP MACQUARIE SMID CAP CORE SERIES LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $214K | <0.1% | |
| LVIP SSGA S&P 5500 INDEX LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $205K | <0.1% | |
| LVIP MACQUARIE MID CAP VALUE FUND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $186K | <0.1% | |
| SSGA GROWTH AND INCOME EFT PORTFOLI BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $158K | <0.1% | |
| Cohen & Steer Cohen & Steers Instl Realty Shares N/A | Other securities | — | — | $145K | <0.1% | |
| INVESCO GLOBAL EQUITY PORTFOLIO BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $135K | <0.1% | |
| Nuveen Core Impact Bond R6 N/A | U.S. Treasuries | — | — | $121K | <0.1% | |
| MFS UTILITIES LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $112K | <0.1% | |
| BRIGHTHOUSE/WELLINGTON BALANCES POR BRIGHTHOUSE FINANCIAL · EIN 81-3846992 / PN 000 | Pooled Separate Account | — | — | $65K | <0.1% | |
| Brighthouse Life Insurance Company Group Choice N/A | Common Stocks | — | — | $56K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $390K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCNEES WALLACE & NURICK LLC | — | HARRISBURG, PA | OTHER | $4K | — |
