LISA Shirey signed Intercare Community Health Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intercare Community Health Network's EIN is 38-2009364.
Download the official 2024 Form 5500 (PDF) for Intercare Community Health Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intercare Community Health Network's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.2M | 11.7% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $1.9M | 10.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.8M | 9.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.6M | 8.4% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $1.2M | 6.3% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $1.0M | 5.4% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $947K | 5.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $864K | 4.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $823K | 4.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $797K | 4.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $702K | 3.8% | |
| Sterling Captl Sm Cp Val I Fd | Other securities | — | $0 | $683K | 3.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $591K | 3.2% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $393K | 2.1% | |
| PGIM Sht-Tm Corp Bond R6 Fd | Common Stocks | — | $0 | $384K | 2.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $384K | 2.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $372K | 2.0% | |
| PIMCO Inv Gd Credi Bd Instl Fd | Mutual Funds | — | $0 | $372K | 2.0% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $301K | 1.6% | |
| MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | $0 | $274K | 1.5% | |
| Prin Liquid Assets Sep Acct-Z | Pooled Separate Accounts | — | $0 | $272K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $272K | 1.5% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $254K | 1.4% | |
| PRIN LIFETIME HYB 2070 CIT Z | Common Collective Trusts | — | $0 | $249K | 1.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $219K | 1.2% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $166K | 0.9% | |
| MFS Corporate Bond R6 Fund | Mutual Funds | — | $0 | $148K | 0.8% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $121K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $121K | 0.7% | |
| Nuveen Large Cap Gr Indx R6 | Mutual Funds | — | $0 | $102K | 0.6% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $55K | 0.3% | |
| Amer Beacon SmCap Val R5 Fd | Other securities | — | $0 | $38K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31K | 0.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $31K | 0.2% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $30K | 0.2% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $28K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $25K | 0.1% | |
| Guaranteed Interest | Other securities | — | $0 | $25K | 0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $16K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $398 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $398 | <0.1% |
