DREW Keesbury signed Mosaic Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mosaic Health System's EIN is 43-1283316.
Download the official 2024 Form 5500 (PDF) for Mosaic Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mosaic Health System'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $216K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RET DT HYBRID 2035 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $48.6M | 10.7% | |
| AMERICAN CENTURY RET DT HYBRID 2030 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $46.2M | 10.2% | |
| AMERICAN CENTURY RET DT HYBRID 2045 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $44.8M | 9.9% | |
| AMERICAN CENTURY RET DT HYBRID 2025 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $43.6M | 9.6% | |
| AMERICAN CENTURY RET DT HYBRID 2050 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $42.1M | 9.3% | |
| AMERICAN CENTURY RET DT HYBRID 2040 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $40.4M | 8.9% | |
| BLACKROCK EQUITY INDEX FUND R BLACKROCK CIT · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $28.1M | 6.2% | |
| AMERICAN CENTURY RET DT HYBRID 2055 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $26.8M | 5.9% | |
| AMERICAN CENTURY RET DT HYBRID IN R BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $15.8M | 3.5% | |
| PRINCIPAL BLUE CHIP EQUITY FUND CL GREAT GRAY · EIN 38-7275324 / PN 001 | Common Collective Trust | — | — | $13.6M | 3.0% | |
| AMERICAN CENTURY RET DT HYBRID 2060 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $12.4M | 2.7% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $11.8M | 2.6% | |
| Empower Annuity Insurance Company of America* Portfolio Fund | Common Stocks | — | — | $8.6M | 1.9% | |
| BLACKROCK MID CAP EQUITY INDEX FUND BLACKROCK CIT · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $7.7M | 1.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R BLACKROCK CIT · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $6.2M | 1.4% | |
| Janus Henderson Balanced I | Mutual Funds | — | — | $5.2M | 1.2% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $5.2M | 1.1% | |
| Participant loans* Participant loans (various maturity dates through July 2039; interest rates from 4.25% to 9.50%) | Bonds / Notes | — | — | $4.9M | 1.1% | |
| Pimco Total Return Instl | Mutual Funds | — | — | $4.9M | 1.1% | |
| AMERICAN CENTURY RET DT HYBRID 2065 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $4.5M | 1.0% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.8% | |
| TIAA-CREF International Eq Idx Instl | Common Collective Trusts | — | — | $3.4M | 0.8% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.8% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $3.0M | 0.7% | |
| Avantis US Large Cap Value Inst | Other securities | — | — | $2.4M | 0.5% | |
| Carrilon Eagle Mid Cap Growth R6 | Other securities | — | — | $2.1M | 0.5% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $1.9M | 0.4% | |
| SMALL CAP GROWTH FUND CL R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| Principal Core Fixed Income Inst | Other securities | — | — | $1.5M | 0.3% | |
| T. Rowe Price Spectrum Mod Growth Alloc | Other securities | — | — | $1.3M | 0.3% | |
| American Beacon Small Cp Val R5 | Other securities | — | — | $1.3M | 0.3% | |
| Baron Growth Instl | Other securities | — | — | $1.2M | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Pimco Low Duration Instl | Mutual Funds | — | — | $1.0M | 0.2% | |
| T. Rowe Price Spectrum Mod Allocation | Other securities | — | — | $772K | 0.2% | |
| BNY Global Fixed Income I | Other securities | — | — | $703K | 0.2% | |
| T. Rowe Price Spectrum Conservative Allc | Other securities | — | — | $271K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY US VALUE YIELD EQ SEI CT OR SVF · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US, LLP | 42-0714325 | — | AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL | 43-1451524 | — | NONE | $65K | — |
