How big is Planned Parenthood Great Rivers' plan?

Planned Parenthood Great Rivers' plan reported $1.6M in assets and 157 participants for 2024.

Original filing (PDF)20251014152754NAL0004392416001

Planned Parenthood Great Rivers

Name: Planned Parenthood Great Rivers — Planned Parenthood, Form 5500 (2024)
Creator: Planned Parenthood Great Rivers
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Planned Parenthood Great Rivers Pension Plan

Defined-contribution retirement plan · Planned Parenthood Great Rivers' Planned Parenthood Great Rivers Pension Plan held $1.6M in plan assets for 157 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

71% employer stock

Active participants

157

Accounts w/ balance

133

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kristina Winkelman signed Planned Parenthood Great Rivers' 2024 Form 5500 as plan administrator.

Kristina Winkelman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Planned Parenthood Great Rivers' EIN is 43-0652666.

EIN 43-0652666

Plan number 003

Plan year 2024

ACK ID 20251014152754NAL0004392416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planned Parenthood Great Rivers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planned Parenthood Great Rivers' plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNED PARENTHOOD GREAT RIVERS.

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How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

PLANNED PARENTHOOD GREAT RIVERS

EIN

all filings

Address

4251 FOREST PARK AVE · ST LOUIS, MO · 63108

Phone

(314) 531-7526

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDO USA LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$525	—

Investments

38 direct securities · 1 pooled fund· $3.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$1.5M

1 holding

Common Stocks

$1.2M

24 holdings

Pooled Separate Accounts

$152K

1 holding

Guaranteed Income / GIC

$89K

1 holding

Mutual Funds

$70K

9 holdings

Common Collective Trusts

$59K

1 holding

Other securities

$45K

2 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Goldman Sachs$103K State Street / SPDR$59K T. Rowe Price$40K American Funds (Capital Group)$34K Invesco$29K Janus Henderson$14K Fidelity$12K Franklin Templeton$10K American Century

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					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$1.5M	91.6%
American United Life Ins Co Amercent One Choice 2050 A	Common Stocks	—	—	$233K	14.7%
American United Life Ins Co Amercent One Choice 2040 A	Common Stocks	—	—	$178K	11.2%
Separate Accounts * American United Life Ins Co Amercent One Choice In Ret A	Pooled Separate Accounts	—	—	$152K	9.6%
American United Life Ins Co Amercent One Choice 2045 A	Common Stocks	—	—	$147K	9.2%
American United Life Ins Co Amercent One Choice 2035 A	Common Stocks	—	—	$107K	6.7%
American United Life Ins Co Amercent One Choice 2060 A	Common Stocks	—	—	$99K	6.3%
* American United Life Ins Co AUL Stable Value Account	Guaranteed Income / GIC	—	—	$89K	5.6%
American United Life Ins Co Amercent One Choice 2055 A	Common Stocks	—	—	$68K	4.3%
American United Life Ins Co State Street Equity 500 Index R	Common Collective Trusts	—	—	$59K	3.7%
American United Life Ins Co Amercent One Choice 2025 A	Common Stocks	—	—	$58K	3.6%
American United Life Ins Co Amercent One Choice 2030 A	Common Stocks	—	—	$46K	2.9%
American United Life Ins Co Goldman Sachs M id Cap Gr Insghts Svc	Common Stocks	—	—	$45K	2.8%
American United Life Ins Co Goldman Sachs Large Cap Gr Insghts Svc	Common Stocks	—	—	$44K	2.8%
maturing through June 2053 -	Other securities	—	—	$44K	2.8%
American United Life Ins Co T. Rowe Price Growth Stock R	Common Stocks	—	—	$40K	2.5%
American United Life Ins Co ThornburgIntlEQR3	Common Stocks	—	—	$17K	1.1%
American United Life Ins Co Fed Herm M dt c ap core A	Common Stocks	—	—	$15K	0.9%
American United Life Ins Co M FS M id Cap Value R2	Common Stocks	—	—	$15K	0.9%
American United Life Ins Co Invesco Diversified Dividend A	Mutual Funds	—	—	$14K	0.9%
American United Life Ins Co American Funds Europacific Growth R3	Mutual Funds	—	—	$14K	0.9%
American United Life Ins Co Pioneer Bond A	Common Stocks	—	—	$12K	0.8%
American United Life Ins Co American Funds New Perspective R3	Mutual Funds	—	—	$10K	0.6%
American United Life Ins Co Putnam Large Cap value A	Mutual Funds	—	—	$10K	0.6%
American United Life Ins Co American Century One Choice 2065 A	Common Stocks	—	—	$10K	0.6%
American United Life Ins Co Principal SmallCap S&P 600 Index R3	Common Stocks	—	—	$8K	0.5%
American United Life Ins Co Principal M idCap S&P 400 Index R3	Common Stocks	—	—	$7K	0.5%
American United Life Ins Co Janus Henderson Small Cap Value S	Mutual Funds	—	—	$7K	0.5%
GOLDMAN SACHS GOLDMANSACHS SMCAPVAL SVC MUTUAL FUND SHARES 0	Common Stocks	—	—	$7K	0.4%
American United Life Ins Co Alger Capital Appreciation Instl R	Common Stocks	—	—	$6K	0.4%
American United Life Ins Co Fidelity Advisor Total Bond M	Mutual Funds	—	—	$6K	0.4%
INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$6K	0.4%
American United Life Ins Co Pioneer Select M id Cap Growth A	Common Stocks	—	—	$4K	0.3%
American United Life Ins Co Thornburg Limited Term Income R3	Common Stocks	—	—	$3K	0.2%
American United Life Ins Co Virtus Ceredex Large-Cap Value Equity A	Common Stocks	—	—	$2K	0.1%
American United Life Ins Co Invesco Small Cap Growth R	Mutual Funds	—	—	$1K	<0.1%
INVESCO SMCAP GRTH R MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1K	<0.1%
BLACKROCK MID-CAP GRO EQUITY R MUTUAL FUND SHARES 0	Other securities	—	—	$1K	<0.1%
American United Life Ins Co BlackrockM id-CapGroEquityR	Common Stocks	—	—	$1K	<0.1%

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