Shelly Ruppert signed Joint Township District Memorial Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Township District Memorial Hospital's EIN is 34-1623770.
Download the official 2024 Form 5500 (PDF) for Joint Township District Memorial Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joint Township District Memorial Hospital's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $299 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT DC II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $30.6M | 89.8% | |
| JPM SmartRetirement 2040 Fund | Other securities | — | — | $4.5M | 13.1% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $4.0M | 11.7% | |
| MM S&P 500 Index-I | Common Collective Trusts | — | — | $3.7M | 11.0% | |
| Talcott Resolution Life Insurance Company** Unallocated investment contract - General Account (fixed rate) | Bonds / Notes | — | — | $3.5M | 10.2% | |
| JPM SmartRetirement 2030 Fund | Other securities | — | — | $2.9M | 8.4% | |
| Invesco Van Kampen Comstock Fund A | Mutual Funds | — | — | $1.9M | 5.6% | |
| Janus Henderson Forty S | Mutual Funds | — | — | $1.4M | 4.1% | |
| Select Harris Focused Value - R4 | Other securities | — | — | $1.3M | 3.8% | |
| American Funds Capital World GL Fund R3 | Mutual Funds | — | — | $1.3M | 3.8% | |
| JPM SmartRetirement 2020 Fund | Other securities | — | — | $996K | 2.9% | |
| JPM SmartRetirement 2045 Fund | Other securities | — | — | $825K | 2.4% | |
| American Funds Europacfix R3 | Mutual Funds | — | — | $713K | 2.1% | |
| Empower Trust Company, LLC** American Century Heritage A | Common Stocks | — | — | $644K | 1.9% | |
| Invesco Van Kampen Equity and Income Fund A | Mutual Funds | — | — | $544K | 1.6% | |
| Premier Barings High Yield | Other securities | — | — | $505K | 1.5% | |
| JPM SmartRetirement 2035 Fund | Other securities | — | — | $459K | 1.3% | |
| American Funds Income Fund of America R3 | Mutual Funds | — | — | $453K | 1.3% | |
| Invesco Value Opportunities A | Mutual Funds | — | — | $446K | 1.3% | |
| Ivy Small Cap Growth Fund Class Y | Other securities | — | — | $434K | 1.3% | |
| The Hartford Global Hea | Other securities | — | — | $424K | 1.2% | |
| American Funds AMCAP-R3 | Mutual Funds | — | — | $403K | 1.2% | |
| Goldman Sachs Mid Capital Value A | Other securities | — | — | $394K | 1.2% | |
| JPM SmartRetirement Income Fund | Other securities | — | — | $386K | 1.1% | |
| Oppenheimer Global Fund | Mutual Funds | — | — | $346K | 1.0% | |
| PGIM Jennison Mid Cap Growth A | Other securities | — | — | $303K | 0.9% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | — | $289K | 0.8% | |
| PIMCO Total Return Fund A | Mutual Funds | — | — | $227K | 0.7% | |
| American Funds Bond Fund of America R3 | Mutual Funds | — | — | $164K | 0.5% | |
| Mass Investors Trust-R3 | Other securities | — | — | $157K | 0.5% | |
| PIMCO Real Return Fund A | Mutual Funds | — | — | $107K | 0.3% | |
| American Century Small Cap Value A | Other securities | — | — | $96K | 0.3% | |
| Eaton Vance Income Fund | Other securities | — | — | $77K | 0.2% | |
| Invesco International Growth - A | Mutual Funds | — | — | $40K | 0.1% | |
| Invesco Real Estate Fund A | Mutual Funds | — | — | $37K | 0.1% | |
| BlackRock Global Allocation - A | Other securities | — | — | $35K | 0.1% | |
| MFS Government Securities R3 | Mutual Funds | — | — | $32K | <0.1% | |
| JPM SmartRetirement 2055 Fund | Other securities | — | — | $32K | <0.1% | |
| JPM SmartRetirement 2025 Fund | Other securities | — | — | $15K | <0.1% | |
| JPM SmartRetirement 2050 Fund | Other securities | — | — | $8K | <0.1% | |
| Oppenheimer Gold & Special Minerals - A | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI ADVISORS INC |
| — |
| GLASTONBURY, CT |
| INVESTMENT ADVISOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL CITY INS GROUP LLC | — | POWELL, OH | BROKER/ADVISER | $0 | — |
