Karen Schlenner signed Amerihealth Caritas Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amerihealth Caritas Services, LLC's EIN is 45-5415725.
Download the official 2024 Form 5500 (PDF) for Amerihealth Caritas Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amerihealth Caritas Services, LLC'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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | PARTY-IN-INTEREST | $1.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $41K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $435 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $95.7M | 10.1% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $93.5M | 9.9% | |
| Vanguard Total Stock Market Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $93.3M | 9.8% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $92.7M | 9.8% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $85.7M | 9.0% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $77.0M | 8.1% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $48.7M | 5.1% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $42.8M | 4.5% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $40.2M | 4.2% | |
| Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $33.4M | 3.5% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $31.4M | 3.3% | |
| Vanguard FTSE Social Index Fund Institutional Shares | Common Collective Trusts | — | — | $22.1M | 2.3% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $20.4M | 2.2% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $18.4M | 1.9% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $17.4M | 1.8% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $16.0M | 1.7% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $15.1M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.0M | 1.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $11.4M | 1.2% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $8.3M | 0.9% | |
| Vanguard STAR Fund | Mutual Funds | — | — | $7.3M | 0.8% | |
| RETIREMENT SAVINGS TRUST VANGUARD · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $5.9M | 0.6% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.6% | |
| Vanguard Real Estate Index Fund - Instl Shares | Common Collective Trusts | — | — | $5.1M | 0.5% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $4.8M | 0.5% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $4.6M | 0.5% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.3% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $1.2M | 0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shr | Common Collective Trusts | — | — | $702K | <0.1% | |
| Vanguard Federal Money Market Inv ** 771 Dreyfus Government Cash Mgmt Inst | Mutual Funds | — | — | $457K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $309K | <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 |
|---|
| MERCER (US) INC MERCER INVESTMENTS | 36-2668272 | — | NONE | $115K | — |
