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 profit-sharing, money-purchase contributions, ERISA 404(c) participant direction, a 403(b) annuity, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $481 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 14 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Common Collective Trust | — | — | $36.4M | 87.2% | |
| MM S&P 500 Index-I | Common Collective Trusts | — | — | $6.3M | 15.0% | |
| Talcott Resolution Life Insurance Company** Unallocated investment contract - General Account (fixed rate) | Bonds / Notes | — | — | $5.3M | 12.8% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $5.0M | 11.9% | |
| JPMorgan SmartRetirement 2030 Fund | Other securities | — | — | $3.3M | 8.0% | |
| JPMorgan SmartRetirement 2040 Fund | Other securities | — | — | $2.8M | 6.7% | |
| Invesco Van Kampen Comstock Fund A | Mutual Funds | — | — | $2.5M | 6.1% | |
| Janus Henderson Forty S | Mutual Funds | — | — | $2.0M | 4.9% | |
| American Funds Capital World Growth GRINC Fund R3 | Mutual Funds | — | — | $1.8M | 4.4% | |
| Select Harris Focused Value - R4 | Other securities | — | — | $1.6M | 3.9% | |
| Talcott Resolution Life Insurance Company** American Century Heritage A | Common Stocks | — | — | $1.2M | 2.8% | |
| Premier Barings High Yield | Other securities | — | — | $1000K | 2.4% | |
| JPMorgan SmartRetirement Income Fund | Other securities | — | — | $922K | 2.2% | |
| JPMorgan SmartRetirement 2020 Fund | Other securities | — | — | $866K | 2.1% | |
| American Funds Europacfix R3 | Mutual Funds | — | — | $864K | 2.1% | |
| Invesco Van Kampen Equity and Income Fund A | Mutual Funds | — | — | $739K | 1.8% | |
| Ivy Small Cap Growth Fund Class Y | Other securities | — | — | $515K | 1.2% | |
| Invesco Value Opportunities A | Mutual Funds | — | — | $462K | 1.1% | |
| American Funds AMCAP-R3 | Mutual Funds | — | — | $452K | 1.1% | |
| JPMorgan SmartRetirement 2055 Fund | Other securities | — | — | $397K | 0.9% | |
| The Hartford Global Health A | Other securities | — | — | $394K | 0.9% | |
| PGIM Jennison Mid Cap Growth A | Other securities | — | — | $389K | 0.9% | |
| Oppenheimer Global Fund A | Mutual Funds | — | — | $389K | 0.9% | |
| PIMCO Total Return Fund A | Mutual Funds | — | — | $329K | 0.8% | |
| Goldman Sachs Mid Capital Value A | Other securities | — | — | $308K | 0.7% | |
| American Funds Bond Fund of America R3 | Mutual Funds | — | — | $296K | 0.7% | |
| American Funds Income Fund Class A | Mutual Funds | — | — | $294K | 0.7% | |
| MFS International Value R3 | Mutual Funds | — | — | $254K | 0.6% | |
| Eaton Vance Income Fund | Other securities | — | — | $211K | 0.5% | |
| JPMorgan SmartRetirement 2035 Fund | Other securities | — | — | $173K | 0.4% | |
| JPMorgan SmartRetirement 2045 Fund | Other securities | — | — | $137K | 0.3% | |
| Mass Investors Trust-R3 | Other securities | — | — | $117K | 0.3% | |
| Invesco Real Estate Fund A | Mutual Funds | — | — | $89K | 0.2% | |
| American Century Small Cap Value A | Other securities | — | — | $65K | 0.2% | |
| Oppenheimer Gold & Special Minerals - A | Mutual Funds | — | — | $50K | 0.1% | |
| PIMCO Real Return Fund A | Mutual Funds | — | — | $44K | 0.1% | |
| Invesco International Growth - A | Mutual Funds | — | — | $43K | 0.1% | |
| MFS Government Securities R3 | Mutual Funds | — | — | $26K | <0.1% | |
| JPMorgan SmartRetirement 2025 Fund | Other securities | — | — | $23K | <0.1% | |
| JPMorgan SmartRetirement 2050 Fund | Other securities | — | — | $16K | <0.1% | |
| BlackRock Global Allocation - A | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GLASTONBURY, CT |
| INVESTMENT ADVISOR |
| $25K |
| — |
