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 a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK, N.A. | 25-1211909 | — | BANK/CUSTODIAN | $55K | — |
| US BANK | 31-0841368 | — | BANK/CUSTODIAN | $46K | — |
| NORTHERN TRUST | 36-1561860 | — | BANK/CUSTODIAN | $6K | — |
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 Index Tr Total Stk Mkt Portfolio Instl Fund #855 | Mutual Funds | — | $23.7M | $63.7M | 33.9% | |
| MFC Vanguard World FD Extended Duration Treas ETF SHS | Mutual Funds | — | $45.7M | $40.7M | 21.7% | |
| SPDR S&P 500 ETF Trust | Common Collective Trusts | — | $10.8M | $15.8M | 8.4% | |
| Vanguard Developed Markets Index Fund Instl Class | Common Collective Trusts | — | $13.3M | $15.4M | 8.2% | |
| MFC iShares Trust 10-20 YR Treas BD ETF | Other securities | — | $12.1M | $11.0M | 5.8% | |
| JOHCM International Select I | Other securities | — | $11.6M | $10.2M | 5.4% | |
| Harding Loevner International Eq Instl | Other securities | — | $7.7M | $7.9M | 4.2% | |
| Invesco Oppenheimer Developing Markets Fund Cl Y Fd #8138 | Mutual Funds | — | $7.0M | $7.2M | 3.8% | |
| NT COLLECTIVE GOVT SHORT TERM INVT FD | Common Collective Trusts | — | $3.9M | $3.9M | 2.1% | |
| NORTHERN TR COLLECTIVE GOV ST INV F NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $3.9M | 2.1% | |
| PRISA PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | $2.9M | $3.7M | 1.9% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | $2.0M | $1.7M | 0.9% | |
| Principal Real Estate Securities Fund | Other securities | — | $2.0M | $1.7M | 0.9% |
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 |
|---|
| FAF ADVISORS | — | LOS ANGELES, CA | NONE | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $1.4M | — |
| PRUDENTIAL INSURANCE CO. OF AMER | 22-1211670 | — | NONE | $36K | — |
