Carriann Pafford signed Welcome House Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Welcome House Inc.'s EIN is 34-1793226.
Download the official 2024 Form 5500 (PDF) for Welcome House Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welcome House Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $595 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.8M | 97.0% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $827K | 28.5% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $574K | 19.8% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $462K | 15.9% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $274K | 9.4% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $233K | 8.0% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $220K | 7.6% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $122K | 4.2% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $25K | 0.9% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $15K | 0.5% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $14K | 0.5% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $10K | 0.3% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $7K | 0.2% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $5K | 0.2% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $5K | 0.2% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $5K | 0.2% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $4K | 0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $3K | 0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $3K | 0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $3K | 0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $3K | <0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $2K | <0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $1K | <0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $998 | <0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $479 | <0.1% | |
| AMERICAN UNITED LIFE | Other securities | — | — | $345 | <0.1% |
