Sheri Brown signed Deaconess Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deaconess Health System, Inc.'s EIN is 35-1532889.
Download the official 2024 Form 5500 (PDF) for Deaconess Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deaconess Health System, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $212K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $138K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $111.8M | 13.1% | |
| Fidelity Freedom 2050 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $76.5M | 9.0% | |
| FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $76.5M | 9.0% | |
| Fidelity Freedom 2030 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $75.3M | 8.8% | |
| FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $75.3M | 8.8% | |
| Fidelity Freedom 2045 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $72.7M | 8.5% | |
| FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $72.7M | 8.5% | |
| FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $68.2M | 8.0% | |
| Fidelity Freedom 2035 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $68.2M | 8.0% | |
| Fidelity Freedom 2040 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $63.5M | 7.4% | |
| FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $63.5M | 7.4% | |
| Fidelity Freedom 2055 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $50.4M | 5.9% | |
| FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $50.4M | 5.9% | |
| Fidelity Freedom 2025 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $42.7M | 5.0% | |
| FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $42.7M | 5.0% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $31.3M | 3.7% | |
| Fidelity Freedom 2060 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $30.2M | 3.5% | |
| FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $30.2M | 3.5% | |
| Fidelity Freedom 2020 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $22.4M | 2.6% | |
| FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $22.4M | 2.6% | |
| Putnam Large Cap Value Fund Common collective trust | Common Collective Trusts | — | — | $15.9M | 1.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $15.9M | 1.9% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $14.2M | 1.7% | |
| ^ MetLife Guaranteed Fund FBRIC | Other securities | — | — | $13.3M | 1.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $12.0M | 1.4% | |
| Victory Core Plus Intermediate Bond R6 Mutual fund | Other securities | — | — | $11.4M | 1.3% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $10.8M | 1.3% | |
| Fidelity Puritan Fund Mutual fund | Mutual Funds | — | — | $10.5M | 1.2% | |
| Fidelity Freedom 2065 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $10.0M | 1.2% | |
| FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $10.0M | 1.2% | |
| Fidelity Govt Mmkt Mutual fund | Mutual Funds | — | — | $9.3M | 1.1% | |
| Fidelity Intl Index Mutual fund | Mutual Funds | — | — | $9.0M | 1.1% | |
| Notes receivable from participants Loans (with interest ranging from 4.25% -0- | Bonds / Notes | — | — | $8.6M | 1.0% | |
| Fidelity Freedom 2015 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $7.4M | 0.9% | |
| FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $7.4M | 0.9% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $7.1M | 0.8% | |
| Gelenmede Smcap EQ IS Mutual fund | Other securities | — | — | $6.1M | 0.7% | |
| Self directed brokerage accounts Exchange traded funds | Self-Directed Brokerage | — | — | $6.0M | 0.7% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $5.7M | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $5.3M | 0.6% | |
| MFS MID CP GROWTH 2W INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $5.1M | 0.6% | |
| Fidelity Freedom 2010 Commingled Pool Common collective trust | Common Collective Trusts | — | — | $4.5M | 0.5% | |
| FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $4.5M | 0.5% | |
| Self directed brokerage accounts Mutual funds | Self-Directed Brokerage | — | — | $4.3M | 0.5% | |
| Self directed brokerage accounts Common stocks | Self-Directed Brokerage | — | — | $4.1M | 0.5% | |
| Fidelity Emerging Markets K Mutual fund | Mutual Funds | — | — | $4.0M | 0.5% | |
| Fidelity Freedom Income Commingled Pool Common collective trust | Common Collective Trusts | — | — | $3.8M | 0.4% | |
| FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $3.8M | 0.4% | |
| PGIM High Yield Fund- Class R6 Mutual fund | Other securities | — | — | $2.1M | 0.2% | |
| ABF Small Cap Value Investor Mutual fund | Other securities | — | — | $2.1M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
