Beatriz Lievano-Caballero signed Nicklaus Childrens Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nicklaus Childrens Health System's EIN is 45-3481327.
Download the official 2024 Form 5500 (PDF) for Nicklaus Childrens Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nicklaus Childrens Health System's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $655K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $201K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 | — | CHICAGO, IL | AUDITOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIAMI CHILDREN'S HEALTH | — | MIAMI, FL | OTHER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Insurance Company of America Guaranteed interest account | Common Stocks | — | — | $122.2M | 20.5% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $107.2M | 17.9% | |
| Pioneer Fundamental Growth K Fund | Other securities | — | — | $56.9M | 9.5% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $53.2M | 8.9% | |
| Vanguard Total Intl Stock Index Instl Fund | Mutual Funds | — | — | $48.9M | 8.2% | |
| Columbia Dividend Income Fund | Other securities | — | — | $40.8M | 6.8% | |
| Dodge & Cox Dodge & Cox Income X Fund | Mutual Funds | — | — | $34.8M | 5.8% | |
| Vanguard Extended Market Index Admiral Fund | Mutual Funds | — | — | $30.2M | 5.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $27.3M | 4.6% | |
| Mass Mutual Mass Mutual Select Mid Growth Fund I | Other securities | — | — | $17.7M | 3.0% | |
| MFS International MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $16.5M | 2.8% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity I Fund | Common Stocks | — | — | $15.6M | 2.6% | |
| T. Rowe Price T. Rowe Price Integrated US SM GR EQ Fund | Other securities | — | — | $13.1M | 2.2% | |
| Participants 4.25% – 9.50%; maturing through 2039 | Bonds / Notes | — | — | $11.8M | 2.0% | |
| INCOMEFLEX TARGET 60/40 ALLOC FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $684K | 0.1% | |
| Various Self directed brokerage accounts | Self-Directed Brokerage | — | — | $533K | <0.1% |
