Charles W. Gehring signed Lifecare Alliance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifecare Alliance's EIN is 31-4379494.
Download the official 2024 Form 5500 (PDF) for Lifecare Alliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifecare Alliance's plan includes 403(b) custodial accounts, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP | — | DUBLIN, OH | NONE | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Large-Cap Growth Index Fund R6 | Common Collective Trusts | — | — | $749K | 14.2% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $541K | 10.2% | |
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $530K | 10.0% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $448K | 8.5% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $402K | 7.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $323K | 6.1% | |
| Vanguard Midcap Value Index Fund Admiral | Common Collective Trusts | — | — | $245K | 4.6% | |
| Standard Insurance Company Stable Asset Fund II | Common Stocks | — | — | $227K | 4.3% | |
| Vanguard Midcap Growth Index | Mutual Funds | — | — | $195K | 3.7% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $183K | 3.5% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $177K | 3.4% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $132K | 2.5% | |
| Principal Real Estate Securities Institutional | Other securities | — | — | $118K | 2.2% | |
| Principal High Yield Institutional | Other securities | — | — | $98K | 1.9% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $96K | 1.8% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $95K | 1.8% | |
| Vanguard Total Intl Bond Index Admiral | Mutual Funds | — | — | $92K | 1.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $91K | 1.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $81K | 1.5% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $80K | 1.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $52K | 1.0% | |
| Columbia Midcap Index Fund Institutional 2 | Common Collective Trusts | — | — | $38K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $29K | 0.6% | |
| JP Morgan US Equity R6 | Other securities | — | — | $21K | 0.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $18K | 0.3% | |
| VALIC Fixed Account Plus | Other securities | — | — | $16K | 0.3% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $12K | 0.2% | |
| VALIC COMPANY I,II,III VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| Vanguard Wellesley® Income Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| VANGUARD WELLINGTON FUND VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VALIC Company I Mid Cap Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| VALIC Company II Small Cap Value Fund | Common Stocks | — | — | $2K | <0.1% | |
| VALIC Company I Stock Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| VALIC Company I Small Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1K | <0.1% | |
| VANGUARD WINDSOR II VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VALIC Company I Small Cap Special Value Fund | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
