Integrated Behavioral Health's EIN is 46-2336113.
Download the official 2024 Form 5500 (PDF) for Integrated Behavioral Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrated Behavioral Health's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.0M | 66.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.0M | 22.7% | |
| GREAT GRAY 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $515K | 11.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $437K | 9.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $433K | 9.5% | |
| GREAT GRAY TRUST AMERICAN FNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $362K | 7.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $343K | 7.5% | |
| GREAT GRAY TRUST AMERICAN FNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $338K | 7.4% | |
| GREAT GRAY 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $181K | 4.0% | |
| STATE STREET NASDAQ-100 INDEX NL C1 STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $155K | 3.4% | |
| STATE ST US BND INDX C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $81K | 1.8% | |
| [Assets held in participant loans] | Other | — | — | $65K | 1.4% | |
| STATE ST S&P MIDCAP INDX C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $57K | 1.3% | |
| STATE ST US INFL PROTCT BND SL C1 STATE ST US INFL PROTCT BND IDX C1 · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $45K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $34K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $31K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $6K | 0.1% |
| MORGAN STANLEY SMITH BARNEY LLC |
| 26-4310844 |
| — |
| BROKER/ADVISER |
| $0 |
| — |
| MORGAN STANLEY INSURANCE SERVICES 1 | 51-0116113 | — | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION LLC | 27-0711617 | — | CONTRACT ADMIN | $0 | — |
