John Parker signed Health Plan Intermediaries Holdings LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Plan Intermediaries Holdings LLC's EIN is 46-0580972.
Download the official 2022 Form 5500 (PDF) for Health Plan Intermediaries Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Health Plan Intermediaries Holdings LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $18K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund Class K6 N/R | Mutual Funds | — | — | $1.4M | 16.5% | |
| Fidelity Freedom 2040 Fund Class K6 N/R | Mutual Funds | — | — | $1.3M | 15.6% | |
| Fidelity Freedom 2035 Fund Class K6 N/R | Mutual Funds | — | — | $1.1M | 13.0% | |
| Fidelity Freedom 2050 Fund Class K6 N/R | Mutual Funds | — | — | $876K | 10.7% | |
| Fidelity Freedom 2055 Fund Class K6 N/R | Mutual Funds | — | — | $697K | 8.5% | |
| Fidelity Freedom 2060 Fund Class K6 N/R | Mutual Funds | — | — | $660K | 8.1% | |
| Fidelity Freedom 2025 Fund Class K6 N/R | Mutual Funds | — | — | $462K | 5.7% | |
| Fidelity Freedom 2030 Fund Class K6 N/R | Mutual Funds | — | — | $448K | 5.5% | |
| STABLE VALUE FUND R1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $406K | 5.0% | |
| Fidelity Freedom 2065 Fund Class K6 N/R | Mutual Funds | — | — | $349K | 4.3% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $178K | 2.2% | |
| Participant Loans Interest ranges from 4.25% and 8.00% $0 | Bonds / Notes | — | — | $143K | 1.8% | |
| Fidelity Freedom 2020 Fund Class K6 N/R | Mutual Funds | — | — | $80K | 1.0% | |
| American Century Ultra Fund Class R6 N/R | Other securities | — | — | $29K | 0.4% | |
| Hartford Dividend and Growth Fund Class R6 N/R | Other securities | — | — | $27K | 0.3% | |
| Fidelity Freedom Income Fund Class K6 N/R 194 * Fidelity Government MM Fund Class K6 N/R 145 * Fidelity Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $25K | 0.3% | |
| Fidelity Freedom 2015 Fund Class K6 N/R | Mutual Funds | — | — | $24K | 0.3% | |
| Allspring Special Mid Cap Value Fund Class R6 N/R | Mutual Funds | — | — | $17K | 0.2% | |
| American Funds New Perspective Fund Class R6 N/R | Mutual Funds | — | — | $17K | 0.2% | |
| iShares Russel 2000 Small-Cap Index Class N/R | Other securities | — | — | $14K | 0.2% | |
| Columbia Strategic Income Fund Class I6 N/R | Other securities | — | — | $11K | 0.1% | |
| iShares MSCI EAFE Int. Index Fund Class R6 N/R | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Freedom 2005 Fund Class K6 N/R 525 * Fidelity Freedom 2010 Fund Class K6 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| R6 MFS Mid-Cap Growth Fund Class R6 N/R 186 Oakmark International Fund Class Institutional N/R 593 Victory RS Small-Cap Growth Fund Class R6 N/R 619 Western Asset Core Plus Bond Fund Class IS N/R | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Capital World Bond Fund Class R6 N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Goldman Sachs EM Equity Insights Fund Class R6 N/R | Other securities | — | — | $2K | <0.1% | |
| Fidelity Small-Cap Value Fund N/R | Mutual Funds | — | — | $1K | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2010 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2015 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID 2065 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFE TIME HYBRID INCOME PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
