Michele Lawless signed Commonwealth Health Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commonwealth Health Corporation's EIN is 31-1118087.
Download the official 2024 Form 5500 (PDF) for Commonwealth Health Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commonwealth Health Corporation's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | — | DES MOINES, IA | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT MANAGEMENT |
| $8K |
| — |
| ALLSPRING FUNDS | — | KANSAS CITY, MO | INVESTMENT MANAGEMENT | $8K | — |
| COLUMBIA THREADNEEDLE INVESTMENTS | — | KANSAS CITY, MO | INVESTMENT MANAGEMENT | $7K | — |
| TCW LCG | — | LOS ANGELES, CA | INVESTMENT MANAGEMENT | $7K | — |
| MFS INVETMENT MANAGEMENT | — | BOSTON, MA | INVESTMENT MANAGEMENT | $7K | — |
| LOOMIS, SAYLES & COMPANY L.P. | — | BOSTON, MA | INVESTMENT MANAGEMENT | $7K | — |
| BAIRD CAPITAL | — | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | — | CHARLOTTE, NC | TRUSTEE | $479K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. Treasury Bond $7,635,000, 2.750%, due 8/15/2042 | U.S. Treasuries | — | $5.7M | $5.7M | 3.2% | |
| Vanguard 500 Index Fund 10,055 shares | Common Collective Trusts | — | $3.1M | $5.4M | 3.0% | |
| Vanguard Small Cap ETF 18,301 shares | Mutual Funds | — | $2.9M | $4.4M | 2.4% | |
| U.S. Treasury Note $4,500,000, 3.375%, due 5/15/2033 | U.S. Treasuries | — | $4.1M | $4.1M | 2.3% | |
| iShares Tr Core MSCI Eaf 56,508 shares | Other securities | — | $3.4M | $4.0M | 2.2% | |
| U.S. Treasury STRIPS – Principal $14,440,000 due 2/15/2053 | Other securities | — | $4.2M | $3.8M | 2.1% | |
| U.S. Treasury STRIPS – Principal $12,735,000 due 2/15/2054 | Other securities | — | $3.6M | $3.3M | 1.8% | |
| U.S. Treasury Bond $4,175,000, 2.875%, due 11/15/2046 | U.S. Treasuries | — | $3.0M | $3.0M | 1.7% | |
| U.S. Treasury STRIPS – Principal $9,950,000, due 2/15/2051 | Other securities | — | $3.2M | $2.8M | 1.6% | |
| Vanguard Mid-Cap ETF 9,807 shares | Mutual Funds | — | $1.7M | $2.6M | 1.4% | |
| Money Market Funds Fidelity Money Market Treasury Portfolio 2,589,199 units | Mutual Funds | — | $2.6M | $2.6M | 1.4% | |
| U.S. Treasury STRIPS – Principal $8,825,000 due 11/15/2052 | Other securities | — | $2.6M | $2.4M | 1.3% | |
| Abbvie Inc $2,350,000, 4.50%, due 5/14/2035 | Bonds / Notes | — | $2.7M | $2.2M | 1.2% | |
| U.S. Treasury Bond $2,650,000, 3.625%, due 5/15/2053 | U.S. Treasuries | — | $2.2M | $2.2M | 1.2% | |
| U.S. Treasury STRIPS – Principal $7,200,000, due 2/15/2050 | Other securities | — | $2.3M | $2.1M | 1.2% | |
| U.S. Treasury STRIPS – Principal $7,205,000, due 5/15/2050 | Other securities | — | $2.3M | $2.1M | 1.2% | |
| U.S. Treasury STRIPS – Principal $7,545,000, due 5/15/2054 | Other securities | — | $2.1M | $2.0M | 1.1% | |
| Exchange-Traded Funds Invesco S&P 500 Equal Weight ETF 10,265 shares | Common Collective Trusts | — | $1.9M | $1.8M | 1.0% | |
| Hartford Schroders Emerging 105,118 shares | Mutual Funds | — | $1.8M | $1.7M | 1.0% | |
| iShares Inc Core MSCI 32,702 shares | Common Stocks | — | $1.6M | $1.7M | 1.0% | |
| U.S. Treasury STRIPS – Principal $5,670,000, due 11/15/2050 | Other securities | — | $2.0M | $1.6M | 0.9% | |
| Oracle Corp $1,900,000, 3.6%, due 4/1/2040 | Bonds / Notes | — | $1.4M | $1.5M | 0.8% | |
| Apple Inc $1,600,000, 4.65%, due 2/23/2046 | Bonds / Notes | — | $1.6M | $1.5M | 0.8% | |
| U.S. Treasury STRIPS – Principal $4,890,000, due 8/15/2050 | Other securities | — | $1.7M | $1.4M | 0.8% | |
| Comcast Corp $1,800,000, 3.969%, due 11/1/2047 | Bonds / Notes | — | $2.0M | $1.4M | 0.8% | |
| and Notes Abbott Labs $1,450,000, 4.9%, due 11/30/2046 | Corporate Bonds | — | $1.9M | $1.4M | 0.8% | |
| Verizon Communications $1,945,000, 2.65%, due 11/20/2040 | Bonds / Notes | — | $1.4M | $1.3M | 0.7% | |
| Unitedhealth Group Inc $1,300,000, 6.05%, due 2/15/2063 | Bonds / Notes | — | $1.5M | $1.3M | 0.7% | |
| Berkshire Hathaway Fin $1,600,000, 4.20%, due 2/15/2048 | Bonds / Notes | — | $1.5M | $1.3M | 0.7% | |
| Exxon Mobil Corporation $1,600,000, 4.327%, due 3/19/2050 | Bonds / Notes | — | $1.8M | $1.3M | 0.7% | |
| T-Mobile USA Inc $1,600,000, 4.5%, due 4/15/2050 | Bonds / Notes | — | $1.4M | $1.3M | 0.7% | |
| Thermo Fisher Scientific $1,760,000, 2.8%, due 10/15/2041 | Bonds / Notes | — | $1.3M | $1.2M | 0.7% | |
| U.S. Treasury Bond $1,350,000, 4.250%, due 2/15/2054 | U.S. Treasuries | — | $1.3M | $1.2M | 0.7% | |
| AT&T Inc $1,305,000, 4.5%, due 5/15/2035 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| IBM Corp $1,500,000, 4.25%, due 5/15/2049 | Bonds / Notes | — | $1.3M | $1.2M | 0.7% | |
| U.S. Treasury STRIPS – Principal $4,350,000, due 11/15/2051 | Other securities | — | $1.3M | $1.2M | 0.7% | |
| Cigna Corp $1,400,000, 4.9%, due 12/15/2048 | Bonds / Notes | — | $1.3M | $1.2M | 0.7% | |
| Williams Partners LP $1,100,000, 6.3%, due 4/15/2040 | Bonds / Notes | — | $1.2M | $1.1M | 0.6% | |
| Metlife Inc $1,200,000, 4.875%, due 11/13/2043 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| Wells Fargo & Company $1,300,000, 6.3%, due 4/15/2040 | Bonds / Notes | — | $1.3M | $1.1M | 0.6% | |
| Amgen Inc $1,100,000, 5.65%, due 3/2/2053 | Bonds / Notes | — | $1.1M | $1.1M | 0.6% | |
| Energy Transfer Partners $1,000,000, 6.5%, due 2/1/2042 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Philip Morris Intl Inc $1,300,000, 3.875%, due 8/21/2042 | Bonds / Notes | — | $1.3M | $1.0M | 0.6% | |
| Foreign Bonds USD Astrazeneca Plc $1,195,000, 4.375%, due 11/16/2045 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| U.S. Treasury STRIPS – Principal $4,000,000 due 8/15/2054 | Other securities | — | $1.1M | $1.0M | 0.6% | |
| LYB Int Finance III $1,400,000, 3.375%, due 10/1/2041 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Target Corp $1,220,000, 4%, due 7/1/2042 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| Meta Platforms Inc $995,000, 5.75%, due 5/15/2063 | Bonds / Notes | — | $987K | $1.0M | 0.6% | |
| Morgan Stanley $1,200,000, 4.375%, due 1/22/2047 | Bonds / Notes | — | $1.1M | $1.0M | 0.6% | |
| Nisource Inc $1,125,000, 5%, due 6/15/2052 | Bonds / Notes | — | $974K | $995K | 0.6% |
