Jordan Johnson signed Health Catalyst, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Catalyst, Inc.'s EIN is 45-3337483.
Download the official 2024 Form 5500 (PDF) for Health Catalyst, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health Catalyst, Inc.'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 | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $155.1M | 97.8% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $4.4M | 2.7% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.2M | 0.8% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $888K | 0.6% | |
| PGIM TOTAL RETURN BOND FUND CIT FEE GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $808K | 0.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH CATALYST INC | — | PALATINE, IL | OTHER | $9K | — |
