Matthew Doyle signed The Methodist Hospitals, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Methodist Hospitals, Inc.'s EIN is 35-0868133.
Download the official 2024 Form 5500 (PDF) for The Methodist Hospitals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Methodist Hospitals, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | NONE KNOWN | $297K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | NONE KNOWN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Mid Cap Value Fnd R4 | Other securities | — | — | $33.7M | 17.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $31.5M | 16.5% | |
| Voya Institutional Trust Company Voya Index Solution 2025 Portfolio | Common Stocks | — | — | $18.0M | 9.4% | |
| Voya Index Solution 2035 Portfolio | Other securities | — | — | $17.3M | 9.0% | |
| Voya Retirement Insurance and Annuity Company Unallocated contract - Voya Fixed Plus Account III | Common Stocks | — | — | $15.5M | 8.1% | |
| Voya Index Solution 2045 Portfolio | Other securities | — | — | $10.4M | 5.5% | |
| Fidelity Sm Cp Growth Fd | Mutual Funds | — | — | $6.7M | 3.5% | |
| MFS Value Fund | Mutual Funds | — | — | $6.6M | 3.4% | |
| MFS Research International Fund | Mutual Funds | — | — | $6.4M | 3.3% | |
| Fidelity Total Bond Fd | Mutual Funds | — | — | $6.0M | 3.1% | |
| JPMorgan Mid Cap Value Fnd R6 | Other securities | — | — | $5.6M | 2.9% | |
| Voya Index Solution Inc. Portfolio | Common Stocks | — | — | $5.5M | 2.9% | |
| Voya Index Solutions 2030 P I | Other securities | — | — | $4.1M | 2.2% | |
| Voya Index Solution 2055 Portfolio | Other securities | — | — | $3.7M | 1.9% | |
| Voya Index Solution 2060 P I | Other securities | — | — | $2.6M | 1.4% | |
| Voya Index Solution 2040 Portfolio | Other securities | — | — | $2.6M | 1.3% | |
| Voya Index Solutions 2050 P I | Other securities | — | — | $2.5M | 1.3% | |
| BlackRock Mid-Cap Grw Eq Por K | Other securities | — | — | $2.3M | 1.2% | |
| Charles Schwab Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $2.0M | 1.1% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $1.7M | 0.9% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $1.7M | 0.9% | |
| Delaware Small Cap Value Fd R6 | Other securities | — | — | $1.5M | 0.8% | |
| Pioneer Stgic Inc - Cls Y | Common Stocks | — | — | $1.4M | 0.8% | |
| Fidelity Tot Intl Idx Fund | Common Collective Trusts | — | — | $1.1M | 0.6% | |
| Voya Index Solution 2065 P I | Other securities | — | — | $606K | 0.3% | |
| Fidelity Fid US Bd Id Fd | Mutual Funds | — | — | $203K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
