Heather Peterson signed Healthaxis Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Healthaxis Group, LLC's EIN is 45-5531595.
Download the official 2024 Form 5500 (PDF) for Healthaxis Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Healthaxis Group, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2040 K6 | Other securities | — | — | $2.3M | 14.0% | |
| FA FREEDOM 2030 K6 | Other securities | — | — | $2.2M | 13.4% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $1.8M | 10.6% | |
| FA FREEDOM 2025 K6 | Other securities | — | — | $1.5M | 9.0% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $1.1M | 6.8% | |
| FA FREEDOM 2035 K6 | Other securities | — | — | $813K | 4.8% | |
| FA FREEDOM 2050 K6 | Other securities | — | — | $739K | 4.4% | |
| FA FREEDOM 2045 K6 | Other securities | — | — | $706K | 4.2% | |
| FA FREEDOM 2055 K6 | Other securities | — | — | $565K | 3.4% | |
| AF BOND FD AMER R6 | Other securities | — | — | $402K | 2.4% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $352K | 2.1% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $326K | 1.9% | |
| FA FREEDOM 2060 K6 | Other securities | — | — | $274K | 1.6% | |
| HTFD EQUITY INC R6 | Common Stocks | — | — | $270K | 1.6% | |
| AM CENT SM CAP GR R6 | Other securities | — | — | $269K | 1.6% | |
| JPM MID CAP GRTH R6 | Other securities | — | — | $225K | 1.3% | |
| BR MID-CAP VALUE IS | Other securities | — | — | $214K | 1.3% | |
| FA FREEDOM 2015 K6 | Other securities | — | — | $173K | 1.0% | |
| FID GOVT MMKT | Mutual Funds | — | — | $172K | 1.0% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $156K | 0.9% | |
| J H OVERSEAS N | Other securities | — | — | $137K | 0.8% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $104K | 0.6% | |
| INVS EQUITY & INC R6 | Common Stocks | — | — | $84K | 0.5% | |
| FA FREEDOM 2020 K6 | Other securities | — | — | $80K | 0.5% | |
| FA FREEDOM 2065 K6 | Other securities | — | — | $75K | 0.4% | |
| FA SM CAP VAL I | Other securities | — | — | $69K | 0.4% | |
| BLKRK 80/20 TA K | Other securities | — | — | $55K | 0.3% | |
| FID INTL INDEX | Mutual Funds | — | — | $52K | 0.3% | |
| C&S REAL ESTATE Z | Other securities | — | — | $51K | 0.3% | |
| AF NEW PERSPECT R6 | Other securities | — | — | $46K | 0.3% | |
| PGIM J NAT RSRCS R6 | Other securities | — | — | $37K | 0.2% | |
| FA FREEDOM 2010 K6 | Other securities | — | — | $29K | 0.2% | |
| FA GOV INCOME I | Other securities | — | — | $22K | 0.1% | |
| HTFD REAL ASSET R5 | Other securities | — | — | $21K | 0.1% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $18K | 0.1% | |
| FA FREEDOM INCOME K6 | Other securities | — | — | $9K | <0.1% | |
| BLKRK 20/80 TA K | Other securities | — | — | $4K | <0.1% | |
| PIM REAL RETURN INST | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
