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 ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $90K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv N/A | Mutual Funds | — | — | $7.1M | 8.0% | |
| Vanguard Target Retirement 2035 Inv N/A | Mutual Funds | — | — | $6.9M | 7.8% | |
| Vanguard Target Retirement 2030 Inv N/A | Mutual Funds | — | — | $6.0M | 6.8% | |
| Fidelity 500 Index Institutional Prem N/A | Common Collective Trusts | — | — | $5.8M | 6.5% | |
| Vanguard Target Retirement 2050 Inv N/A | Mutual Funds | — | — | $5.3M | 5.9% | |
| Vanguard Target Retirement 2045 Inv N/A | Mutual Funds | — | — | $4.9M | 5.6% | |
| MainStay Winslow Large Cap Growth Fund I N/A | Other securities | — | — | $4.6M | 5.2% | |
| New York Life GIA Stable Value Product N/A | Stable Value | — | — | $4.3M | 4.9% | |
| JPMorgan Equity Income Fund R6 N/A | Other securities | — | — | $4.2M | 4.7% | |
| Vanguard Target Retirement 2055 Inv N/A | Mutual Funds | — | — | $3.7M | 4.2% | |
| Self-Directed Account Individually Directed Accounts N/A | Self-Directed Brokerage | — | — | $3.4M | 3.9% | |
| Vanguard Target Retirement 2025 Inv N/A | Mutual Funds | — | — | $3.3M | 3.7% | |
| JPMorgan US Equity R6 N/A | Other securities | — | — | $3.1M | 3.5% | |
| Allspring Core Plus Bond Fund Institutional N/A | Other securities | — | — | $2.4M | 2.7% | |
| T. Rowe Price Mid-Cap Growth N/A | Other securities | — | — | $2.4M | 2.7% | |
| American United Life Insurance Co. Unallocated FIA GRP Retirement Annuity 4% GTD N/A | Common Stocks | — | — | $2.4M | 2.7% | |
| American Funds New Perspective R6 N/A | Mutual Funds | — | — | $2.4M | 2.7% | |
| Vanguard Target Retirement Income Inv N/A | Mutual Funds | — | — | $2.0M | 2.3% | |
| Fidelity Large Cap Growth Idx Instl Prm N/A | Common Collective Trusts | — | — | $1.8M | 2.0% | |
| American Century Mid Cap Value-R6 N/A | Other securities | — | — | $1.6M | 1.8% | |
| Vanguard Target Retirement 2060 Inv N/A | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard Target Retirement 2020 Inv N/A | Mutual Funds | — | — | $1.2M | 1.4% | |
| Fidelity International Index InstlPrm N/A | Mutual Funds | — | — | $1.1M | 1.3% | |
| Fidelity Small Cap Index Instl Prem N/A | Mutual Funds | — | — | $919K | 1.0% | |
| Janus Henderson Triton N N/A | Mutual Funds | — | — | $825K | 0.9% | |
| with maturity dates through 2033 | Other securities | — | — | $825K | 0.9% | |
| Fidelity Mid Cap Index Instl Prem N/A | Mutual Funds | — | — | $811K | 0.9% | |
| MFS New Discovery Value-R3 N/A | Mutual Funds | — | — | $630K | 0.7% | |
| Neuberger Berman Real Estate Fund Instl 1393 N/A | Other securities | — | — | $622K | 0.7% | |
| Fidelity Large Cap Value Index Prm Inst N/A | Mutual Funds | — | — | $572K | 0.6% | |
| Janus Henderson Enterprise I N/A | Mutual Funds | — | — | $494K | 0.6% | |
| Empower General Account N/A | Other securities | — | — | $412K | 0.5% | |
| Vanguard Target Retirement 2065 Inv N/A | Mutual Funds | — | — | $340K | 0.4% | |
| SEPARATE ACCOUNT DC II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $334K | 0.4% | |
| MFS International Diversification Fund R3 N/A | Mutual Funds | — | — | $313K | 0.4% | |
| Hartford Stock HLS IA N/A | Other securities | — | — | $227K | 0.3% | |
| One America General Account N/A | Other securities | — | — | $87K | <0.1% | |
| Hartford Capital Appreciation HLS IA N/A | Other securities | — | — | $72K | <0.1% | |
| SEPARATE ACCOUNT DC II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $68K | <0.1% | |
| American Funds American Balanced N/A | Mutual Funds | — | — | $51K | <0.1% | |
| Fidelity VIP Growth Initial N/A | Mutual Funds | — | — | $32K | <0.1% | |
| Fidelity US Bond Index Instl Prm N/A | Mutual Funds | — | — | $30K | <0.1% | |
| Blackrock S&P 500 Index V.I. I N/A | Common Collective Trusts | — | — | $25K | <0.1% | |
| Fidelity VIP Contrafraud Initial N/A | Mutual Funds | — | — | $24K | <0.1% | |
| Hartford Dividend And Growth HLS IA N/A | Other securities | — | — | $20K | <0.1% | |
| Vanguard Target Retirement 2070 Inv N/A | Mutual Funds | — | — | $9K | <0.1% | |
| Hartford Balanced HLS IA N/A | Other securities | — | — | $2K | <0.1% | |
| Hartford Ultrashort Bond HLS IA N/A | U.S. Treasuries | — | — | $1K | <0.1% |
