Alicia Gilbert signed Group Health Plan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Group Health Plan, Inc.'s EIN is 41-0797853.
Download the official 2024 Form 5500 (PDF) for Group Health Plan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Group Health Plan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | RECORDKEEPER | $515K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GROWTH COMPANY POOL CLASS 2 FIDELITY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $417.6M | 16.2% | |
| INSTITUTIONAL 500 INDEX TRUST VANGUARD · EIN 04-3022712 / PN 001 | Common Collective Trust | — | — | $352.3M | 13.7% | |
| TARGET RETIREMENT 2035 TRUST SELECT VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $177.5M | 6.9% | |
| TARGET RETIREMENT 2030 TRUST SELECT VANGUARD · EIN 90-0735891 / PN 001 | Common Collective Trust | — | — | $175.6M | 6.8% | |
| TARGET RETIREMENT 2040 TRUST SELECT VANGUARD · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $167.2M | 6.5% | |
| TARGET RETIREMENT 2045 TRUST SELECT VANGUARD · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $165.2M | 6.4% | |
| TARGET RETIREMENT 2050 TRUST SELECT VANGUARD · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $138.8M | 5.4% | |
| TARGET RETIREMENT 2025 TRUST SELECT VANGUARD · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $128.6M | 5.0% | |
| Fidelity Large Cap Fund | Mutual Funds | — | — | $110.1M | 4.3% | |
| TARGET RETIREMENT 2055 TRUST SELECT VANGUARD · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $81.6M | 3.2% | |
| STABLE VALUE TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $69.0M | 2.7% | |
| TOTAL RETURN BOND FUND BLACKROCK · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $67.0M | 2.6% | |
| Hood River SmallCap Growth | Other securities | — | — | $58.4M | 2.3% | |
| Vanguard International Growth | Mutual Funds | — | — | $50.4M | 2.0% | |
| TARGET RETIREMENT 2020 TRUST SELECT VANGUARD · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $49.5M | 1.9% | |
| Vanguard Small-Cap Index Fund Institutional Plus | Common Collective Trusts | — | — | $49.1M | 1.9% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $43.8M | 1.7% | |
| INST TOTAL BOND MARKET INDEX TRUST VANGUARD · EIN 04-3022712 / PN 001 | Common Collective Trust | — | — | $29.9M | 1.2% | |
| Westwood Small Cap Ultra | Other securities | — | — | $22.5M | 0.9% | |
| TARGET RETIREMENT INCOME TRUST SELE VANGUARD · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $22.1M | 0.9% | |
| TOTAL INTL STOCK MARKET INDEX TRUST VANGUARD · EIN 04-3022712 / PN 001 | Common Collective Trust | — | — | $19.4M | 0.8% | |
| TARGET RETIREMENT 2060 TRUST SELECT VANGUARD · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $18.6M | 0.7% | |
| Participants Notes Receivable from Participants Rates at 3.25% - 8.50% - | Bonds / Notes | — | — | $14.2M | 0.6% | |
| TARGET RETIREMENT 2065 TRUST SELECT VANGUARD · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $2.6M | 0.1% | |
| TARGET RETIREMENT 2070 TRUST SELECT VANGUARD · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $916K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
