Midamerica Orthopaedics S.C.'s EIN is 26-3727319.
Download the official 2024 Form 5500 (PDF) for Midamerica Orthopaedics S.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midamerica Orthopaedics S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| THE PENSION SPECIALISTS, LTD |
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.
| 36-3592542 |
| — |
| OTHER SERVICES |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $2.1M | 16.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 12.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 9.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 7.7% | |
| TIAA Investments TIAA-CREF Large-Cap Growth Index Institutional | Mutual Funds | — | — | $933K | 7.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $674K | 5.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $510K | 3.8% | |
| American Funds American Funds New Perspective R6 Fund | Mutual Funds | — | — | $491K | 3.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $444K | 3.3% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $389K | 2.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $353K | 2.7% | |
| Janus International Holding Janus Henderson Triton N Fund | Mutual Funds | — | — | $183K | 1.4% | |
| Invesco Diversified Dividend R6 Fund | Mutual Funds | — | — | $181K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $168K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $136K | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $120K | 0.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $119K | 0.9% | |
| Dimensional Fund Advisors DFA International Core Equity I Fund | Mutual Funds | — | — | $112K | 0.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $108K | 0.8% | |
| Vanguard Group Vanguard Developing Markets Index Admiral Fund | Mutual Funds | — | — | $81K | 0.6% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap I Fund | Mutual Funds | — | — | $72K | 0.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $68K | 0.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $63K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $62K | 0.5% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Admiral | Mutual Funds | — | — | $45K | 0.3% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Lord Abbett Lord Abbett High Yield R6 | Mutual Funds | — | — | $35K | 0.3% | |
| s (a) Principal Life Insurance Co. Capital Appreciation SA | Pooled Separate Accounts | — | — | $32K | 0.2% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $32K | 0.2% | |
| Western Asset Western Asset Core Plus Bond Fund | Other securities | — | — | $29K | 0.2% | |
| Principal Life Insurance Co. Principal International SmallCap SA | Common Stocks | — | — | $23K | 0.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $23K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Dimensional Fund Advisors DFA Inflated Protected Securities I Fund | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $5K | <0.1% | |
| Principal Life Insurance Co. Origin Asset International I SA | Common Stocks | — | — | $3K | <0.1% | |
| PRIN INTL EQ SEPERATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $3K | <0.1% |
