Angie Lefeld signed MEDF Physicians Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MEDF Physicians Corp.'s EIN is 34-1957399.
Download the official 2024 Form 5500 (PDF) for MEDF Physicians Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MEDF Physicians Corp.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window, 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 | $623 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MNGMT | 36-3429599 | CHICAGO, IL | NONE | $7K | — |
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 II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $12.4M | 94.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $3.1M | 24.1% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $2.0M | 15.6% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $1.1M | 8.1% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $729K | 5.6% | |
| American United Life Insurance Company AUL Stable Value Account | Stable Value | — | — | $626K | 4.8% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $596K | 4.6% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $584K | 4.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $556K | 4.3% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $439K | 3.4% | |
| American United Life American Funds New Perspective R6 | Mutual Funds | — | — | $433K | 3.3% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $428K | 3.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $410K | 3.1% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $405K | 3.1% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $268K | 2.1% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $259K | 2.0% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $162K | 1.2% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $152K | 1.2% | |
| Virtus Ceredex Mid Cap Value Equity R6 | Other securities | — | — | $124K | 1.0% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $111K | 0.9% | |
| DFA U.S. Targeted Value Port Inst | Mutual Funds | — | — | $107K | 0.8% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $105K | 0.8% | |
| BlackRock High Yield Bond K | Other securities | — | — | $89K | 0.7% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $87K | 0.7% | |
| Insurance Company American Funds American Balanced R6 | Mutual Funds | — | — | $42K | 0.3% | |
| through October 25, 2029) -0- | Other securities | — | — | $36K | 0.3% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $28K | 0.2% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $18K | 0.1% | |
| T. Rowe Price Retirement 2005 | Other securities | — | — | $7K | <0.1% | |
| SCHWAB ACCOUNT BROKERAGE WINDOW 0 | Self-Directed Brokerage | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
