Brandon Miller signed Samaritan Bethany, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samaritan Bethany, Inc.'s EIN is 41-1373420.
Download the official 2024 Form 5500 (PDF) for Samaritan Bethany, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samaritan Bethany, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC. | — | WEST COLUMBIA, SC | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EFS ADVISOR | — | CAMBRIDGE, MN | ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRUDENTIAL GUARANTEED INCOME FUND 42 | Other securities | — | — | $983K | 16.8% | |
| VANGUARD WELLINGTON ADMIRAL | Mutual Funds | — | — | $959K | 16.4% | |
| VANGUARD TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $646K | 11.1% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $376K | 6.4% | |
| VANGUARD TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $363K | 6.2% | |
| VANGUARD TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $350K | 6.0% | |
| VANGUARD TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $288K | 4.9% | |
| VANGUARD TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $205K | 3.5% | |
| SCHWAB US MID-CAP INDEX MATRIX | Mutual Funds | — | — | $198K | 3.4% | |
| VALIC FIXED ACCOUNT PLUS | Other securities | — | — | $191K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $136K | 2.3% | |
| T. ROWE PRICE TARGET 2060 I | Other securities | — | — | $134K | 2.3% | |
| FIDELITY INTERNATIONAL INDEX MATRIX | Mutual Funds | — | — | $115K | 2.0% | |
| VANGUARD WELLINGTON FUND INC VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $109K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $98K | 1.7% | |
| VANGUARD TARGET RETIREMENT INCOME INV 9 VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $85K | 1.5% | |
| VANGUARD SHORT-TERM INFLATION PROTECTED SEC INDEX ADM | Mutual Funds | — | — | $64K | 1.1% | |
| Participants Participant Loans Rates from 5.25-10.50% | Bonds / Notes | — | — | $62K | 1.1% | |
| DFA US VECTOR EQUITY MATRIX | Mutual Funds | — | — | $43K | 0.7% | |
| GS VIT GOV MONEY MKT FD INST VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $37K | 0.6% | |
| VANGUARD EXPLORER ADM | Mutual Funds | — | — | $36K | 0.6% | |
| GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $31K | 0.5% | |
| MID CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $29K | 0.5% | |
| VANGUARD EMERGING MARKETS STOCK INDEX ADM | Mutual Funds | — | — | $27K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $25K | 0.4% | |
| VANGUARD LIFESTRATEGY MODERA VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $24K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $24K | 0.4% | |
| Similar Party Description of Investment Value ** Value VANGUARD INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $22K | 0.4% | |
| VALIC SHORT TERM FIXED ACCOUNT | Other securities | — | — | $22K | 0.4% | |
| VANGUARD WINDSOR II VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $21K | 0.4% | |
| VANGUARD 500 INDEX MATRIX | Common Collective Trusts | — | — | $20K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $17K | 0.3% | |
| STOCK INDEX FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| EMERGING ECONOMIES VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| T. ROWE PRICE INTL BD (USD HDCD) I | Other securities | — | — | $10K | 0.2% | |
| VANGUARD GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $10K | 0.2% | |
| VC I CONSERV GROWTH LIFESTYLE VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $8K | 0.1% | |
| MODERATE GROWTH LIFESTYLE VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| CORE BOND FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD INFORMATION TECHNOLOGY INDEX MATRIX | Mutual Funds | — | — | $4K | <0.1% | |
| SYSTEMATIC GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD LIFESTRATEGY CONSER VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| SYSTEMATIC VALUE VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INTERNATL EQUITIES INDEX FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SMALL CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $629 | <0.1% | |
| INFLATION PROTECTED FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $589 | <0.1% | |
| AGGRESSIVE GROWTH LIFESTYLE VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $242 | <0.1% | |
| INTERNATIONAL VALUE FUND VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $156 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
