SUE Page signed Monroe Medical Foundation Inc. DBA Monroe County Medical Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monroe Medical Foundation Inc. DBA Monroe County Medical Center's EIN is 31-0949874.
Download the official 2024 Form 5500 (PDF) for Monroe Medical Foundation Inc. DBA Monroe County Medical Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monroe Medical Foundation Inc. DBA Monroe County Medical Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LFPTH IND RTRMT K FD | Other securities | — | $0 | $2.3M | 19.2% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $2.0M | 16.7% | |
| Columbia Overseas Value I3 | Other securities | — | $0 | $1.2M | 9.9% | |
| Participant Loans | Participant loans | — | $0 | $1.1M | 9.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $729K | 6.2% | |
| BlackRock Lfpth Indx 2055 K Fd | Other securities | — | $0 | $641K | 5.5% | |
| BlackRock Lfpth Indx 2045 K Fd | Other securities | — | $0 | $512K | 4.4% | |
| JP Morgan Sm Cp Growth R6 Fund | Other securities | — | $0 | $511K | 4.4% | |
| BlackRock Lfpth Indx 2030 K Fd | Other securities | — | $0 | $480K | 4.1% | |
| MFS Total Return R6 Fund | Mutual Funds | — | $0 | $319K | 2.7% | |
| LORD ABBETT TOTAL RETURN R6 FD | Mutual Funds | — | $0 | $295K | 2.5% | |
| BlackRock Lfpth Indx 2040 K Fd | Other securities | — | $0 | $257K | 2.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $240K | 2.0% | |
| BlackRock Lfpth Indx 2050 K Fd | Other securities | — | $0 | $200K | 1.7% | |
| BLACKROCK LFPTH IDX 2065 K FD | Common Collective Trusts | — | $0 | $179K | 1.5% | |
| BlackRock Lfpth Idx 2060 K Fd | Common Collective Trusts | — | $0 | $167K | 1.4% | |
| Inv Ds Mp Gth R6 Fd | Other securities | — | $0 | $125K | 1.1% | |
| MFS Growth R6 Fund | Mutual Funds | — | $0 | $124K | 1.1% | |
| BlackRock Lfpth Indx 2035 K Fd | Other securities | — | $0 | $121K | 1.0% | |
| iShs Russ 2000 SC Index K Fund | Other securities | — | $0 | $98K | 0.8% | |
| iShares MSCI EAFE Int Idx K Fd | Common Collective Trusts | — | $0 | $87K | 0.7% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $52K | 0.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $45K | 0.4% | |
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | $0 | $24K | 0.2% | |
| Diamond Hill Large Cap Y Fund | Other securities | — | $0 | $11K | <0.1% | |
| DFA Commodity Strategy I Fund | Mutual Funds | — | $0 | $4K | <0.1% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | $0 | $2K | <0.1% | |
| iShs US Agg Bond Index K Fund | Other securities | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
