GENE George signed Health Care Service Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Care Service Corporation's EIN is 36-1236610.
Download the official 2024 Form 5500 (PDF) for Health Care Service Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health Care Service Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $128K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| TOWERS WATSON INVESTMENT SERVICES I | — | CHICAGO, IL | INVESTMENT ADVISOR | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | — | PITTSBURGH, PA | AUDITOR | $50K | — |
| PLANTE MORAN PLLC | 38-1357951 | — | AUDIT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | OTHER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (EAIC) Stable Value Fund | Stable Value | — | — | $733.2M | 18.7% | |
| DRYDEN S&P 500 INDEX FUND ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $553.2M | 14.1% | |
| LCG / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $531.0M | 13.6% | |
| Dodge & Cox International Stock Fund | Registered Investment Companies | — | — | $357.7M | 9.1% | |
| LCV / LSV ASSET MANAGEMENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $324.1M | 8.3% | |
| Large Cap Growth/LSV | Other securities | — | — | $324.1M | 8.3% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $304.2M | 7.8% | |
| SCG / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $267.2M | 6.8% | |
| SCV / CEREDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 256 | Pooled Separate Account | — | — | $262.8M | 6.7% | |
| INTNL GROWTH I FUND (MGD BY AMCENT) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 845 | Pooled Separate Account | — | — | $259.4M | 6.6% | |
| International Gro AM Century | Other securities | — | — | $259.4M | 6.6% | |
| MCG / ARTISAN PARTNERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $92.7M | 2.4% | |
| Mid Cap/Artisan | Other securities | — | — | $92.7M | 2.4% | |
| Participant loans Interest rates ranging from 3.25% to 9.25% | Bonds / Notes | — | — | $77.7M | 2.0% | |
| Mid Cap/Wellington | Other securities | — | — | $51.2M | 1.3% | |
| MCV (SUB-ADV BY WELLINGTON MGMT) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $51.2M | 1.3% | |
| Northern Trust Investments, Inc. Northern Trust Ext EQ MK | Common Stocks | — | — | $26.3M | 0.7% | |
| NT EXTENDED EQUITY MKT INDEX NL-TIE NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $26.3M | 0.7% | |
| DAY ONE IFX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $22.5M | 0.6% | |
| Northern Trust ACWI EXUS | Other securities | — | — | $19.4M | 0.5% | |
| NT ACWI EX-US IMI-DC-NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $19.4M | 0.5% | |
| Northern Trust Agg Bd IND | Other securities | — | — | $17.5M | 0.4% | |
| NT AGGREGATE BOND INDEX NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $17.5M | 0.4% | |
| IFX SEL AGGRESSIVE GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $5.8M | 0.1% | |
| IFX SEL CONSERVATIVE GROWTH FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $4.2M | 0.1% | |
| IFX Sel Conservative Growth | Other securities | — | — | $3.9M | <0.1% | |
| IFX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $3.6M | <0.1% | |
| IFX LT Agg Growth | Other securities | — | — | $3.6M | <0.1% | |
| IFX LT Balanced Fund | Other securities | — | — | $3.4M | <0.1% | |
| IFX Sel LT Agg Growth Fund | Other securities | — | — | $2.2M | <0.1% | |
| IFX SELECT INCOME & EQUITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $1.4M | <0.1% | |
| IFX Income & Equity | Other securities | — | — | $1.4M | <0.1% | |
| IFX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $849K | <0.1% | |
| IFX Sel LT Growth | Other securities | — | — | $478K | <0.1% | |
| IFX LT Growth Fund | Other securities | — | — | $371K | <0.1% | |
| IFX Sel LT Conservative Growth | Other securities | — | — | $355K | <0.1% | |
| IFX Sel LT Balanced | Other securities | — | — | $200K | <0.1% | |
| IFX SEL LT Inc & Equity | Common Stocks | — | — | $7K | <0.1% |
