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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $535K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | — | BROKER | $73K | — |
| NATIONAL FINANCIAL SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Premium | Common Collective Trusts | — | — | $85.5M | 17.6% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $71.1M | 14.6% | |
| MFS Corporate Bond R6 | Mutual Funds | — | — | $62.3M | 12.8% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $46.2M | 9.5% | |
| MFS Value R6 | Mutual Funds | — | — | $38.5M | 7.9% | |
| The Standard Insurance Company Investment contract - Standard Stable Asset Fund II | Common Stocks | — | — | $29.5M | 6.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $26.0M | 5.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $19.1M | 3.9% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $16.4M | 3.4% | |
| T. Rowe Price Mid-Cap Growth | Other securities | — | — | $12.9M | 2.7% | |
| Invesco Oppenheimer Developing Markets R6 | Mutual Funds | — | — | $12.7M | 2.6% | |
| BlackRock Inflation Protected Bond Institutional | Other securities | — | — | $10.9M | 2.3% | |
| JPMorgan Mid Cap Value Institutional | Other securities | — | — | $10.9M | 2.2% | |
| PGIM Global Total Return | Other securities | — | — | $10.3M | 2.1% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $10.2M | 2.1% | |
| Participants Notes receivable from participants with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $6.0M | 1.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $5.2M | 1.1% | |
| State Street Bank and Trust Company AB Small Cap Growth K | Common Stocks | — | — | $4.4M | 0.9% | |
| Touchstone Large Cap Focused Y | Other securities | — | — | $3.2M | 0.7% | |
| Virtus AllianzGI Convertible Instl | Other securities | — | — | $2.0M | 0.4% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $1.2M | 0.2% | |
| Del Ivy High Inc I | Common Stocks | — | — | $993K | 0.2% | |
| State Street Bank and Trust Company Interest-bearing cash - Cash reserve account | Cash / Money Market | — | — | $378K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARNER NORCROSS & JUDD LLP | 38-1422647 | — | LEGAL | $12K | — |
