Paul Konopacki signed Munson Healthcare's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Munson Healthcare's EIN is 38-2640544.
Download the official 2024 Form 5500 (PDF) for Munson Healthcare from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Munson Healthcare'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & CO | 43-0538770 | — | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $18.8M | 15.2% | |
| Fidelity 500 Index Premium | Common Collective Trusts | — | — | $18.2M | 14.7% | |
| MFS Corporate Bond R6 | Mutual Funds | — | — | $14.3M | 11.5% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $11.0M | 8.9% | |
| MFS Value R6 | Mutual Funds | — | — | $9.5M | 7.6% | |
| The Standard Insurance Company Investment contract - Standard Stable Asset Fund II | Common Stocks | — | — | $6.1M | 4.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5.9M | 4.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.8M | 3.0% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $3.3M | 2.7% | |
| Invesco Oppenheimer Developing Markets R6 | Mutual Funds | — | — | $3.2M | 2.6% | |
| T. Rowe Price Mid-Cap Growth | Other securities | — | — | $2.9M | 2.4% | |
| JPMorgan Mid Cap Value Fund-I | Other securities | — | — | $2.6M | 2.1% | |
| BlackRock Inflation Protected Bond Institutional | Other securities | — | — | $2.5M | 2.0% | |
| PGIM Global Total Return | Other securities | — | — | $2.3M | 1.8% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $1.5M | 1.2% | |
| State Street Bank and Trust Company AB Small Cap Growth | Common Stocks | — | — | $1.2M | 1.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $1.2M | 1.0% | |
| Touchstone Large Cap Focused Y | Other securities | — | — | $741K | 0.6% | |
| Virtus AllianzGl Convertible Instl | Other securities | — | — | $265K | 0.2% | |
| State Street Bank and Trust Company Interest-bearing cash - Cash reserve account | Cash / Money Market | — | — | $260K | 0.2% | |
| Participants Notes receivable from participants with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $236K | 0.2% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $184K | 0.1% | |
| Del Ivy High Inc I | Common Stocks | — | — | $157K | 0.1% | |
| Inadvertent loan (g) Expenses incurred in (f) Lease rental/loan connection with (d) Purchase price (e) Selling price amount involved transaction $- | Other securities | — | — | $15K | <0.1% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARNER NORCROSS & JUDD LLP | 38-1422647 | — | LEGAL | $35K | — |
