Genesis Healthcare System's EIN is 31-1480941.
Download the official 2024 Form 5500 (PDF) for Genesis Healthcare System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesis Healthcare System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | — | NONE | $360K | — |
| NATIONWIDE | 31-4156860 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES |
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.
| 13-2638166 |
| — |
| NONE |
| $234K |
| — |
| REA & ASSOCIATES | 34-1310124 | — | NONE | $15K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Interest Account General Insurance Account | Common Stocks | — | — | $53.4M | 33.7% | |
| Massachusetts Financial Services MFS International Intrinsic Value Mutual Funds | Mutual Funds | — | — | $24.3M | 15.3% | |
| PGIM Investments LLC PGIM Jennison Growth Mutual Funds | Other securities | — | — | $14.9M | 9.4% | |
| American Funds American Mutual Funds | Mutual Funds | — | — | $14.6M | 9.2% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity Mutual Funds | Common Stocks | — | — | $10.5M | 6.7% | |
| Janus Henderson Investors Janus Henderson Venture Mutual Funds | Mutual Funds | — | — | $8.3M | 5.2% | |
| Vanguard Group, Inc. Vanguard 500 Index Mutual Funds | Common Collective Trusts | — | — | $6.9M | 4.3% | |
| Empower Annuity Insurance Company IFX Target Balance Account Pooled Separate Account | Pooled Separate Accounts | — | — | $5.0M | 3.2% | |
| INCOMEFLEX TARGET BALANCES EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 768 | Pooled Separate Account | — | — | $5.0M | 3.2% | |
| PGIM Investments LLC PGIM Total Return Bond Mutual Funds | Other securities | — | — | $2.0M | 1.3% | |
| United of Omaha Life Insurance Company Fixed Annuity Contract General Insurance Account | Common Stocks | — | — | $2.0M | 1.3% | |
| Vanguard Group, Inc. Vanguard Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.6M | 1.0% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Disciplined Core Fund Class A Mutual Funds | Other securities | — | — | $1.4M | 0.9% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $1.3M | 0.8% | |
| BH ASSET ALL 80 BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $1.3M | 0.8% | |
| Vanguard Group, Inc. Vanguard Total Intl Stock Admiral Mutual Funds | Mutual Funds | — | — | $948K | 0.6% | |
| RS RETIR ADVISOR 4 ADVANTAGE VAR AN RIVERSOURCE LIFE INSURANCE COMPANY · EIN 41-0823832 / PN 000 | Pooled Separate Account | — | — | $710K | 0.4% | |
| Brighthouse Life Insurance Company Universal Annuity General Insurance Account | Common Stocks | — | — | $543K | 0.3% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Capital Alloc. Moderate Aggressive Mutual Funds | Other securities | — | — | $503K | 0.3% | |
| BH ASSET ALL 60 BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $487K | 0.3% | |
| FIDELITY VIP EQTY INCOME BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $464K | 0.3% | |
| RS RETIR ADVISOR 4 SELECT VAR ANN RIVERSOURCE LIFE INSURANCE COMPANY · EIN 41-0832832 / PN 000 | Pooled Separate Account | — | — | $458K | 0.3% | |
| Brighthouse Life Insurance Company Enhanced Fixed Acount General Insurance Account | Common Stocks | — | — | $444K | 0.3% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Diversified Equity Income Mutual Funds | Other securities | — | — | $429K | 0.3% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Large Capital Growth A Mutual Funds | Other securities | — | — | $346K | 0.2% | |
| MEDLEY PRUDENTIAL CAPITAL GROWTH AC THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $309K | 0.2% | |
| Columbia Mgmt Investment Advisors, LLC Multi-Manager Total Return Bond Strategies Mutual Funds | Other securities | — | — | $305K | 0.2% | |
| MEDLEY PSF STOCK INDEX PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $261K | 0.2% | |
| Columbia Mgmt Investment Advisors, LLC Money Market Mutual Funds | Cash / Money Market | — | — | $259K | 0.2% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Capital Alloc. Aggressive Portfolio Mutual Funds | Other securities | — | — | $230K | 0.1% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Capital Alloc. Moderate Portfolio Mutual Funds | Other securities | — | — | $213K | 0.1% | |
| METLIFE STOCK INDEX PORT BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $209K | 0.1% | |
| FIDVIP GR INITIAL NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $206K | 0.1% | |
| FIDELITY CONTRAFUND - SC2 BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $203K | 0.1% | |
| Brighthouse Investment Advisors, LLC Loomis Sayles Growth Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $196K | 0.1% | |
| LOOMISSAYLESGROWTHPORT BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $196K | 0.1% | |
| JENNISON GROWTH PORTFOLIO BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $166K | 0.1% | |
| RiverSource Life Insurance Company Protected Advantage Fixed Annuity 6 Yr General Insurance Account | Common Stocks | — | — | $135K | <0.1% | |
| RAVA5 ADVANTAGE VARIABLE ANNUITY RIVERSOURCE LIFE INSURANCE COMPANY · EIN 41-0823832 / PN 000 | Pooled Separate Account | — | — | $134K | <0.1% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Select Global Equity A Mutual Funds | Other securities | — | — | $130K | <0.1% | |
| Columbia Mgmt Investment Advisors, LLC Multi-Manager Growth Strategies Fund I Mutual Funds | Other securities | — | — | $125K | <0.1% | |
| Vanguard Group, Inc. Vanguard Total Bond Index Mutual Funds | Mutual Funds | — | — | $114K | <0.1% | |
| NVIT S P 500 INDX II NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $114K | <0.1% | |
| Columbia Mgmt Investment Advisors, LLC Multi-Manager Value Strategies I Mutual Funds | Other securities | — | — | $113K | <0.1% | |
| Columbia Mgmt Investment Advisors, LLC Columbia Global Opportunities A Mutual Funds | Other securities | — | — | $89K | <0.1% | |
| RS RETIR ADVISOR 4 ACCESS VAR ANNUI RIVERSOURCE LIFE INSURANCE COMPANY · EIN 41-0823832 / PN 000 | Pooled Separate Account | — | — | $86K | <0.1% | |
| Massachusetts Financial Service Company Mid Cap Growth Mutual Funds | Common Stocks | — | — | $85K | <0.1% | |
| Brighthouse Investment Advisors, LLC MetLife Aggregate Bd Idx Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $82K | <0.1% | |
| MET AGGREGATE BOND INDEX BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $82K | <0.1% | |
| Empower Annuity Insurance Company Blended Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $80K | <0.1% |
