LORI BOST signed United Methodist Retirement Communities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Methodist Retirement Communities, Inc.'s EIN is 38-1366908.
Download the official 2024 Form 5500 (PDF) for United Methodist Retirement Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Methodist Retirement Communities, Inc.'s plan includes a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | 95-2834236 | — | ADVISOR | $65K | — |
| IRON-CO-FID-COMPREHENSIVE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.2M | 93.9% |
| 26-2409128 |
| — |
| INVESTMENT MANAGEMENT |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ADVISORS LLC | — | GRAND RAPIDS, MI | TPA | $56K | — |
