Celeste McIntyre signed Corewell Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corewell Health's EIN is 38-3382353.
Download the official 2024 Form 5500 (PDF) for Corewell Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corewell Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | 06-1050034 | — | NONE KNOWN | $941K | — |
| EMPOWER FINANCIAL SERVICES,INC | — | GREENWOOD VILLAGE, CO | NONE KNOWN | $3K | — |
| Name | EIN | Location |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $572.8M | 17.8% | |
| American Funds Europacific-Growth Fund - Class R6 | Mutual Funds | — | — | $371.9M | 11.6% | |
| Massachusetts Investors-Growth Stock Fund - Class R3 | Other securities | — | — | $359.5M | 11.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $267.5M | 8.3% | |
| Empower Annuity Insurance Company Unallocated contract - Guaranteed Long-Term Account | Common Stocks | — | — | $215.0M | 6.7% | |
| Vanguard Value Index I | Mutual Funds | — | — | $206.0M | 6.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $184.6M | 5.7% | |
| T. Rowe Price Capital-Appreciation Fund | Other securities | — | — | $181.4M | 5.6% | |
| INCOMEFLEX TARGET BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 825 | Pooled Separate Account | — | — | $160.3M | 5.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $103.5M | 3.2% | |
| Baron Growth Fund - Institutional Shares | Other securities | — | — | $99.8M | 3.1% | |
| American Funds Capital World-Growth and Income Fund | Mutual Funds | — | — | $73.8M | 2.3% | |
| Invesco Developing Markets-Fund - Class Y | Mutual Funds | — | — | $73.2M | 2.3% | |
| American Century Mid Cap-Value Fund - Class R6 | Other securities | — | — | $57.2M | 1.8% | |
| Pioneer Strategic Income Fund - Class Y | Other securities | — | — | $56.2M | 1.7% | |
| Voya Global Bond Fund | Other securities | — | — | $43.7M | 1.4% | |
| Empower Trust Company AllianceBernstein Small Cap-Growth Fund - Class K | Common Stocks | — | — | $35.5M | 1.1% | |
| percent to 9.50 percent - | Other securities | — | — | $32.0M | 1.0% | |
| Victory Sycamore Small Company-Opportunity Fund | Common Stocks | — | — | $27.9M | 0.9% | |
| PGIM High Yield Fund - Class Z | Other securities | — | — | $15.4M | 0.5% | |
| DFA Real Estate Securities - Fund I | Mutual Funds | — | — | $14.7M | 0.5% | |
| Various Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $13.9M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| STIFEL NICOLAUS & CO. INC. | 43-0538770 | — | NONE KNOWN | $404K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE KNOWN | $32K | — |
| MILLER JOHNSON SNELL CUMMISKEY | 38-1603110 | — | NONE KNOWN | $25K | — |
| GEORGE JOHNSON & COMPANY | — | DETROIT, MI | NONE KNOWN | $25K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $8K | — |
