Bethany Purkey signed Holzer Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holzer Health System's EIN is 31-1156690.
Download the official 2024 Form 5500 (PDF) for Holzer Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holzer Health System's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $156K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $105K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Investments Self-Directed Account Individually Directed Accounts N/A | Self-Directed Brokerage | — | — | $17.6M | 9.6% | |
| Participant Directed Investments New York Life Winslow Large Cap Growth Fund I N/A | Other securities | — | — | $15.9M | 8.7% | |
| Fidelity 500 Index Institutional Prem N/A | Common Collective Trusts | — | — | $13.9M | 7.6% | |
| New York Life GIA Stable Value Product N/A | Stable Value | — | — | $12.9M | 7.1% | |
| American United Life Insurance annuities * American United Life Insurance Co. Unallocated SVA GRP Retirement Annuity 3% NAIC GTC N/A | Common Stocks | — | — | $12.6M | 6.9% | |
| Vanguard Target Retirement 2035 Inv N/A | Mutual Funds | — | — | $12.2M | 6.7% | |
| Vanguard Target Retirement 2040 Inv N/A | Mutual Funds | — | — | $10.6M | 5.8% | |
| Vanguard Target Retirement 2030 Inv N/A | Mutual Funds | — | — | $9.5M | 5.2% | |
| JPMorgan Equity Income Fund R6 N/A | Other securities | — | — | $9.3M | 5.1% | |
| Vanguard Target Retirement 2025 Inv N/A | Mutual Funds | — | — | $8.6M | 4.7% | |
| American Century Mid Cap Value-R6 N/A | Other securities | — | — | $5.9M | 3.2% | |
| JPMorgan US Equity R6 N/A | Other securities | — | — | $5.5M | 3.0% | |
| Allspring Core Plus Bond Fund Institutional N/A | Other securities | — | — | $5.4M | 2.9% | |
| T. Rowe Price Mid-Cap Growth N/A | Other securities | — | — | $5.3M | 2.9% | |
| Vanguard Target Retirement 2020 Inv N/A | Mutual Funds | — | — | $5.0M | 2.7% | |
| Vanguard Target Retirement 2045 Inv N/A | Mutual Funds | — | — | $5.0M | 2.7% | |
| American Funds New Perspective R6 N/A | Mutual Funds | — | — | $4.5M | 2.5% | |
| Vanguard Target Retirement Income Inv N/A | Mutual Funds | — | — | $3.4M | 1.9% | |
| Vanguard Target Retirement 2050 Inv N/A | Mutual Funds | — | — | $2.8M | 1.6% | |
| Fidelity Mid Cap Index Instl Prem N/A | Mutual Funds | — | — | $2.1M | 1.2% | |
| Fidelity Small Cap Index Instl Prem N/A | Mutual Funds | — | — | $2.1M | 1.1% | |
| Fidelity International Index InstlPrm N/A | Mutual Funds | — | — | $1.9M | 1.1% | |
| Neuberger Berman Real Estate Fund Instl 1393 N/A | Other securities | — | — | $1.9M | 1.0% | |
| Fidelity Large Cap Growth Idx Instl Prm N/A | Common Collective Trusts | — | — | $1.8M | 1.0% | |
| Janus Henderson Triton N N/A | Mutual Funds | — | — | $1.1M | 0.6% | |
| Janus Henderson Enterprise I N/A | Mutual Funds | — | — | $1.1M | 0.6% | |
| MFS New Discovery Value-R3 N/A | Mutual Funds | — | — | $991K | 0.5% | |
| Vanguard Target Retirement 2055 Inv N/A | Mutual Funds | — | — | $799K | 0.4% | |
| Fidelity Large Cap Value Index Prm Inst N/A | Mutual Funds | — | — | $502K | 0.3% | |
| American Funds American Balanced R6 N/A | Mutual Funds | — | — | $442K | 0.2% | |
| Fidelity US Bond Index Instl Prem N/A | Mutual Funds | — | — | $343K | 0.2% | |
| Vanguard Target Retirement 2060 Inv N/A | Mutual Funds | — | — | $209K | 0.1% | |
| MFS International Diversification Fd R3 N/A | Mutual Funds | — | — | $197K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
