Karen M Jones signed Marion General Hospital, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marion General Hospital, Inc.'s EIN is 35-0868130.
Download the official 2024 Form 5500 (PDF) for Marion General Hospital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marion General Hospital, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $98K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DWS Equity 500 Index Class R6 Mutual fund | Common Collective Trusts | — | — | $12.9M | 17.4% | |
| Jpmorgan Core Bond Class R6 Mutual fund | Other securities | — | — | $12.3M | 16.6% | |
| ^ Investment contract with insurance company * Lincoln Financial Group Stable Value Account Guaranteed investment contract | Stable Value | — | — | $10.4M | 14.0% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | — | $6.0M | 8.1% | |
| Vanguard Total Intl Stock Admiral Mutual fund | Mutual Funds | — | — | $5.5M | 7.4% | |
| Dodge & Cox Stock Class X Mutual fund | Mutual Funds | — | — | $5.5M | 7.4% | |
| Vanguard Inflation Protected Securities Admiral Mutual fund | Mutual Funds | — | — | $4.9M | 6.6% | |
| American Funds European Growth Class R6 Mutual fund | Mutual Funds | — | — | $4.5M | 6.0% | |
| Jpmorgan Large Cap Growth Class R6 Mutual fund | Other securities | — | — | $4.5M | 6.0% | |
| & Mutual funds American Funds American Balanced Class R6 Mutual fund | Mutual Funds | — | — | $3.5M | 4.7% | |
| Macquarie Small Cap Core Mutual fund | Other securities | — | — | $2.4M | 3.2% | |
| Baillie Gifford Emerging Markets Equities Class I Mutual fund | Other securities | — | — | $1.1M | 1.5% | |
| Principal Diversified Real Asset Institutional Class Mutual fund | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
