Laura Schmitt signed Living Independence for the Elderly Pittsburgh, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Living Independence for the Elderly Pittsburgh, Inc.'s EIN is 25-1815436.
Download the official 2023 Form 5500 (PDF) for Living Independence for the Elderly Pittsburgh, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | RECORD KEEPER | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Western Asset Core Bond Cl A | Common Stocks | — | — | $2.2M | 15.0% | |
| Ishares S&P 500 Index Institutional | Common Collective Trusts | — | — | $2.0M | 13.4% | |
| Lincoln Stable Value Account - LNGPA | Stable Value | — | — | $1.9M | 12.8% | |
| Vanguard Inflation Prot Sec Ad Shares | Mutual Funds | — | — | $839K | 5.7% | |
| Janus Henderson Gl Eq In Cl R4 | Mutual Funds | — | — | $831K | 5.7% | |
| MFS International Intrinsic Value Cl A | Mutual Funds | — | — | $831K | 5.7% | |
| Victory Sycamore Est Val Cl A | Common Stocks | — | — | $810K | 5.5% | |
| JP Morgan Equity Income Cl R3 | Other securities | — | — | $608K | 4.1% | |
| American Funds Am Bal Cl R4 | Mutual Funds | — | — | $519K | 3.5% | |
| American Funds Europac Gr Cl R4 | Mutual Funds | — | — | $504K | 3.4% | |
| Janus Henderson Enterprise Cl A | Mutual Funds | — | — | $492K | 3.4% | |
| PGIM Total Return Bond Cl R4 | Other securities | — | — | $381K | 2.6% | |
| Victory Sycamore Sm Comp Opp Cl A | Common Stocks | — | — | $374K | 2.5% | |
| T Rowe Price Blue Chip Gr 1 Cl | Mutual Funds | — | — | $334K | 2.3% | |
| Blackrock High Yield Bond Inv Cl A | Common Stocks | — | — | $333K | 2.3% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $316K | 2.2% | |
| DWS RREEF Real Estate Sec Cl A | Common Stocks | — | — | $312K | 2.1% | |
| American Funds New World Cl R4 | Mutual Funds | — | — | $310K | 2.1% | |
| PIMCO Commodity RealReturn Cl A | Mutual Funds | — | — | $241K | 1.6% | |
| Invesco Global | Mutual Funds | — | — | $199K | 1.4% | |
| JP Morgan US Equity Cl A | Common Stocks | — | — | $167K | 1.1% | |
| PIMCO Int Bond USD Hedged Cl A | U.S. Treasuries | — | — | $115K | 0.8% | |
| Carillon Eagle Sm Cap Gr Cl A | Common Stocks | — | — | $109K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Living Independence for the Elderly Pittsburgh, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
