Hallie Custer signed Parkview Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parkview Health System, Inc.'s EIN is 35-1972384.
Download the official 2024 Form 5500 (PDF) for Parkview Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parkview Health System, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND ASSOCIATES, INC. | 63-0955503 | — | ADVISORY | $59K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Class R3 566,393 Shares | Mutual Funds | — | $566K | $102.7M | 11.1% | |
| American Funds 2035 Target Date Retirement Class R6 4,199,677 Shares | Mutual Funds | — | $4.2M | $80.0M | 8.6% | |
| American Funds 2045 Target Date Retirement Class R6 3,477,452 Shares | Mutual Funds | — | $3.5M | $73.7M | 7.9% | |
| Investment Contract With Insurance Company * Lincoln Financial Group Stable Value Account - Fully Benefit-Responsive 59,715,530 Units | Stable Value | — | $59.7M | $59.7M | 6.4% | |
| American Funds 2055 Target Date Retirement Class R6 2,116,452 Shares | Mutual Funds | — | $2.1M | $55.9M | 6.0% | |
| American Funds 2025 Target Date Retirement Class R6 3,532,534 Shares | Mutual Funds | — | $3.5M | $53.7M | 5.8% | |
| Vanguard Institutional Index Fund Institutional Shares 95,126 Shares | Common Collective Trusts | — | $95K | $45.6M | 4.9% | |
| American Funds 2050 Target Date Retirement Class R6 2,084,733 Shares | Mutual Funds | — | $2.1M | $43.6M | 4.7% | |
| American Funds 2040 Target Date Retirement Class R6 2,077,782 Shares | Mutual Funds | — | $2.1M | $42.7M | 4.6% | |
| American Funds 2030 Target Date Retirement Class R6 2,438,129 Shares | Mutual Funds | — | $2.4M | $42.2M | 4.5% | |
| Vanguard Equity Income Fund Admiral Shares 314,354 Shares | Mutual Funds | — | $314K | $27.7M | 3.0% | |
| T. Rowe Price Mid Cap Value Fund I Class 848,231 Shares | Other securities | — | $848K | $27.0M | 2.9% | |
| Metropolitan West Total Return Bond Fund Class I 2,945,325 Shares | Other securities | — | $2.9M | $26.1M | 2.8% | |
| American Funds EuroPacific Growth Fund Class R6 462,218 Shares | Mutual Funds | — | $462K | $24.8M | 2.7% | |
| Columbia Contrarian Core Class I 647,799 Shares | Other securities | — | $648K | $23.0M | 2.5% | |
| Individually Directed Accounts | Other securities | — | — | $22.8M | 2.5% | |
| Carillon Scout Mid Cap Class I 860,025 Shares | Other securities | — | $860K | $19.9M | 2.1% | |
| American Funds 2060 Target Date Retirement Class R6 1,110,561 Shares | Mutual Funds | — | $1.1M | $19.9M | 2.1% | |
| Fidelity Balanced Fund 603,353 Shares | Mutual Funds | — | $603K | $17.8M | 1.9% | |
| Fidelity Small Cap Growth K6 963,639 Shares | Mutual Funds | — | $964K | $17.2M | 1.8% | |
| Mutual and Money Market Funds American Century Small Cap Value R6 Class 1,293,561 Shares | Cash / Money Market | — | $1.3M | $13.7M | 1.5% | |
| American Funds 2020 Target Date Retirement Class R6 886,897 Shares | Mutual Funds | — | $887K | $11.9M | 1.3% | |
| Participant Loans Maturing at various dates through 2039 with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $11.2M | 1.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 27,821 Shares | Common Collective Trusts | — | $28K | $9.1M | 1.0% | |
| Blackrock Mid Cap Growth Equity Institutional Shares 175,607 Shares | Other securities | — | $176K | $7.6M | 0.8% | |
| Baron Emerging Markets Fund Institutional Shares 399,114 Shares | Other securities | — | $399K | $6.0M | 0.6% | |
| Traditional Guaranteed Investment Contract * Fixed account 5,916,794 Units | Stable Value | — | $5.9M | $5.9M | 0.6% | |
| Vanguard Small Cap Index Fund Admiral Shares 49,892 Shares | Common Collective Trusts | — | $50K | $5.7M | 0.6% | |
| Thornburg Limited Term Income Fund Class R5 436,064 Shares | Other securities | — | $436K | $5.6M | 0.6% | |
| American Funds 2010 Target Date Retirement Class R6 343,300 Shares | Mutual Funds | — | $343K | $4.0M | 0.4% | |
| American Funds 2065 Target Date Retirement Class R6 217,374 Shares | Mutual Funds | — | $217K | $3.8M | 0.4% | |
| LVIP Dimensional U.S. Core Equity 1 Fund 30,933 Units | Mutual Funds | — | $31K | $1.8M | 0.2% | |
| MFS Conservative Allocation Class R3 107,018 Shares | Mutual Funds | — | $107K | $1.7M | 0.2% | |
| LVIP Macquarie Social Awareness Fund 39,932 Units | Other securities | — | $40K | $1.4M | 0.1% | |
| Fidelity Growth Company Fund 55,102 Shares | Mutual Funds | — | $55K | $1.2M | 0.1% | |
| American Funds Growth Fund 158,793 Shares | Mutual Funds | — | $159K | $1.2M | 0.1% | |
| Fidelity Contrafund Fund 64,714 Shares | Mutual Funds | — | $65K | $929K | 0.1% | |
| Fidelity Blue Chip Growth Fund 3,590 Shares | Mutual Funds | — | $4K | $816K | <0.1% | |
| American Funds 2015 Target Date Retirement Class R6 65,246 Shares | Mutual Funds | — | $65K | $799K | <0.1% | |
| Variable Annuity Accounts (continued) * LVIP Blended Large Cap Growth Managed Volatility Fund 76,692 Units | Other securities | — | $77K | $770K | <0.1% | |
| LVIP SSGA S&P 500 Index Fund 14,684 Units | Common Collective Trusts | — | $15K | $642K | <0.1% | |
| Fidelity Freedom 2030 Fund 31,163 Shares | Mutual Funds | — | $31K | $548K | <0.1% | |
| Fidelity 500 Index 2,406 Shares | Common Collective Trusts | — | $2K | $491K | <0.1% | |
| Fidelity Low-Priced Stock Fund 24 Shares 961 * Fidelity Magellan Fund 31,903 Shares | Mutual Funds | — | $32K | $473K | <0.1% | |
| LVIP Blackrock Dividend Value Managed Volatility Fund 53,739 Units | Other securities | — | $54K | $404K | <0.1% | |
| Fidelity Puritan Fund 13,495 Shares | Mutual Funds | — | $13K | $335K | <0.1% | |
| Fidelity OTC Portfolio Fund 15,034 Shares | Mutual Funds | — | $15K | $323K | <0.1% | |
| Fidelity Growth & Income Fund 4,982 Shares | Mutual Funds | — | $5K | $308K | <0.1% | |
| Fidelity Disciplined Equity Fund 4,015 Shares | Mutual Funds | — | $4K | $270K | <0.1% | |
| Macquarie VIP Value Fund 38,174 Shares | Other securities | — | $38K | $265K | <0.1% |
