Portage PATH Behavioral Health's EIN is 34-1096055.
Download the official 2024 Form 5500 (PDF) for Portage PATH Behavioral Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Portage PATH Behavioral Health's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $47K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lfcycle Idx 2030 R6 | Common Collective Trusts | — | — | $3.0M | 24.5% | |
| TIAA Stable Value | Stable Value | — | — | $2.1M | 16.9% | |
| Nuveen Lfcycle Idx 2035 R6 | Common Collective Trusts | — | — | $1.1M | 9.2% | |
| Nuveen Lfcycle Idx 2025 R6 | Common Collective Trusts | — | — | $985K | 7.9% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $664K | 5.3% | |
| Nuveen Lfcycle Idx 2020 R6 | Common Collective Trusts | — | — | $607K | 4.9% | |
| Nuveen Lfcycle Idx 2040 R6 | Common Collective Trusts | — | — | $534K | 4.3% | |
| Harbor Capital Harbor Capital Appreciation Fund Retirement Class | Other securities | — | — | $510K | 4.1% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $403K | 3.2% | |
| Nuveen Lfcycle Idx 2045 R6 | Common Collective Trusts | — | — | $352K | 2.8% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $233K | 1.9% | |
| ReliaStar Life Insurance Co. ReliaStar Fixed Account | Common Stocks | — | — | $203K | 1.6% | |
| Nuveen Lfcycle Idx 2050 R6 | Common Collective Trusts | — | — | $192K | 1.5% | |
| Investment Contracts * TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $169K | 1.4% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $162K | 1.3% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $157K | 1.3% | |
| Dodge & Cox Dodge & Cox Income Fund - C1 X | Mutual Funds | — | — | $148K | 1.2% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $130K | 1.0% | |
| Nuveen Lfcycle Idx 2055 R6 | Common Collective Trusts | — | — | $119K | 1.0% | |
| American EuroPac American EuroPac Growth R6 | Other securities | — | — | $118K | 0.9% | |
| CREF Stock R1 | Mutual Funds | — | — | $91K | 0.7% | |
| Nuveen Lfcycle Idx RtIn R6 | Common Collective Trusts | — | — | $87K | 0.7% | |
| Empower Annuity Insurance Co. of America Empower Mid Cap Value Fund Inv | Common Stocks | — | — | $73K | 0.6% | |
| Nuveen Lfcycle Idx 2060 R6 | Common Collective Trusts | — | — | $72K | 0.6% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $66K | 0.5% | |
| Empower Annuity Insurance Co. of America Invesco Oppenheimer Global A | Mutual Funds | — | — | $47K | 0.4% | |
| Nuveen Lfcycle Idx 2010 R6 | Common Collective Trusts | — | — | $33K | 0.3% | |
| Empower Annuity Insurance Co. of America Empower International Value Inv | Common Stocks | — | — | $24K | 0.2% | |
| Empower Annuity Insurance Co. of America Empower Daily Interest Guarantee Fund | Common Stocks | — | — | $23K | 0.2% | |
| Nuveen Lfcycle Idx 2065 R6 | Common Collective Trusts | — | — | $19K | 0.2% | |
| TIAA REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $17K | 0.1% | |
| Nuveen Lfcycle Idx 2015 R6 | Common Collective Trusts | — | — | $15K | 0.1% | |
| Principal Small Cap Growth Fund I Class R6 | Other securities | — | — | $11K | <0.1% | |
| Participant Loans Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $10K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $9K | <0.1% | |
| Empower Annuity Insurance Co. of America Federated Hermes Government Obligations Fund SS | Common Stocks | — | — | $8K | <0.1% | |
| VOYA RET INS ANNUITY CO SEP ACT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| s * Empower Annuity Insurance Co. of America Fidelity VIP Growth Portfolio | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Vanguard Total Internat'l Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Empower Annuity Insurance Co. of America Empower S&P Small Cap 600 Index Fund Inv | Common Collective Trusts | — | — | $1K | <0.1% |
