Andrea Werlinger signed West River Health Service Foundation and Subsidiaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West River Health Service Foundation and Subsidiaries' EIN is 45-0411825.
Download the official 2024 Form 5500 (PDF) for West River Health Service Foundation and Subsidiaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West River Health Service Foundation and Subsidiaries' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL LLC | — | BROOKFIELD, WI | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $23.2M | 84.5% | |
| T Rowe Price Growth Stock | Mutual Funds | — | — | $5.3M | 19.3% | |
| AUL Stable Account | Other securities | — | — | $4.0M | 14.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.3M | 12.0% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $2.2M | 8.0% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $1.8M | 6.6% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $1.5M | 5.4% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $1.5M | 5.3% | |
| American Funds 2010 Target Date | Mutual Funds | — | — | $1.2M | 4.4% | |
| American Funds 2045 Target Date | Mutual Funds | — | — | $1.0M | 3.8% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $903K | 3.3% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $803K | 2.9% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $743K | 2.7% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $621K | 2.3% | |
| GoldmanSachs Money Market Government | Cash / Money Market | — | — | $478K | 1.7% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $406K | 1.5% | |
| Nationwide Geneva Small Cap | Other securities | — | — | $347K | 1.3% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $332K | 1.2% | |
| American Funds 2015 Target Date | Mutual Funds | — | — | $265K | 1.0% | |
| Baird Core Plus Bond | Other securities | — | — | $222K | 0.8% | |
| Notes Receivable from Participants | Other securities | — | — | $203K | 0.7% | |
| American Funds 2065 Target Date | Mutual Funds | — | — | $196K | 0.7% | |
| Allspring Special Small Cap Value | Other securities | — | — | $96K | 0.4% | |
| AUL Alternate Fixed Account | Other securities | — | — | $29K | 0.1% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $7K | <0.1% | |
| Pioneer Equity Income Y | Other securities | — | — | $4K | <0.1% | |
| Pimco Commodity Real Estate Strategy | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Infla-Prot Securities | Mutual Funds | — | — | $2K | <0.1% | |
| MFS Emerging Markets Debt | Mutual Funds | — | — | $881 | <0.1% | |
| Alger Large Cap Growth | Other securities | — | — | $117 | <0.1% | |
| Fidelity VIP Growth Income | Mutual Funds | — | — | $98 | <0.1% | |
| T. Rowe Price Eqty Inc Ins | Common Stocks | — | — | $79 | <0.1% | |
| Fidelity VIP Equity Income | Mutual Funds | — | — | $73 | <0.1% | |
| State Street Equity 500 Index Fund Admin Class | Common Collective Trusts | — | — | $68 | <0.1% | |
| Fidelity VIP Contrafunds | Mutual Funds | — | — | $55 | <0.1% | |
| Fidelity VIP High Income | Mutual Funds | — | — | $34 | <0.1% | |
| Calvert VIP Sri Midcap Growth Portfolio | Other securities | — | — | $21 | <0.1% | |
| Fidelity VIP Asset Manager | Mutual Funds | — | — | $16 | <0.1% | |
| AUL Fixed Account | Other securities | — | — | $9 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
