Rochelle Sjoberg signed ELY-Bloomenson Community Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELY-Bloomenson Community Hospital's EIN is 41-0808719.
Download the official 2024 Form 5500 (PDF) for ELY-Bloomenson Community Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ELY-Bloomenson Community Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $12.1M | 95.8% | |
| T. Rowe Price Ret 2025 I | Other securities | — | — | $1.7M | 13.7% | |
| T. Rowe Price Ret 2030 I | Other securities | — | — | $1.3M | 10.6% | |
| MFS Mass Invs Grth Stk R6 | Mutual Funds | — | — | $1.2M | 9.9% | |
| T. Rowe Price Ret 2035 I | Other securities | — | — | $964K | 7.6% | |
| T. Rowe Price Ret 2045 I | Other securities | — | — | $903K | 7.2% | |
| T. Rowe Price Ret 2050 I | Other securities | — | — | $811K | 6.4% | |
| Goldman Sachs Money Mkt Gvt R6 | Cash / Money Market | — | — | $789K | 6.3% | |
| T. Rowe Price Ret 2040 I | Other securities | — | — | $685K | 5.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $627K | 5.0% | |
| T. Rowe Price Ret 2055 I | Other securities | — | — | $558K | 4.4% | |
| T. Rowe Price Ret Bal I | Other securities | — | — | $469K | 3.7% | |
| American United Life Insurance Company Stable Value Account* | Stable Value | — | — | $403K | 3.2% | |
| Fidelity Adv Total Bond Z | Mutual Funds | — | — | $293K | 2.3% | |
| J. P. Morgan Equity Income R6 | Other securities | — | — | $278K | 2.2% | |
| Pilgrim High-Yield R6 | Other securities | — | — | $241K | 1.9% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $182K | 1.4% | |
| GOLDMAN SACHS GOLDMANSACHS INT EQ INSI R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $164K | 1.3% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $160K | 1.3% | |
| T. Rowe Price Ret 2020 I | Other securities | — | — | $159K | 1.3% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $124K | 1.0% | |
| T. Rowe Price Ret 2060 I | Other securities | — | — | $100K | 0.8% | |
| VICTORY SYCAM ESTABLISH VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $96K | 0.8% | |
| American United Life Insurance Company - Variable Investment Options* American Funds Capital Income Bldr R6 | Mutual Funds | — | — | $84K | 0.7% | |
| American United Life Insurance Company Alternate Fixed Account* | Common Stocks | — | — | $75K | 0.6% | |
| maturing through September 2029* | Other securities | — | — | $47K | 0.4% | |
| PARTICIPANTS LOANS 5.25% TO 10.5% 0 | Bonds / Notes | — | — | $47K | 0.4% | |
| Fidelity Midcap Idx | Common Collective Trusts | — | — | $40K | 0.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $29K | 0.2% | |
| T. Rowe Price Ret 2065 I | Other securities | — | — | $26K | 0.2% | |
| T. Rowe Price Ret 2015 I | Other securities | — | — | $12K | <0.1% |
