Stacie Baird signed Community Medical Services Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Medical Services Holdings, LLC's EIN is 47-0989023.
Download the official 2024 Form 5500 (PDF) for Community Medical Services Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Medical Services Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 20.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 15.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 13.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 10.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $867K | 7.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $833K | 7.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $807K | 6.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $534K | 4.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $407K | 3.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $296K | 2.5% | |
| Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $270K | 2.3% | |
| Principal Life Insurance Company Large Cap Growth Separate Account | Pooled Separate Accounts | — | — | $148K | 1.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $148K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $146K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $107K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $92K | 0.8% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $92K | 0.8% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $53K | 0.4% | |
| (E) | Other securities | — | — | $50K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $50K | 0.4% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $34K | 0.3% | |
| Capital Reseach American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $31K | 0.3% | |
| Janus Henderson Triton N Fund | Mutual Funds | — | — | $27K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $22K | 0.2% | |
| (E) | Other securities | — | — | $13K | 0.1% | |
| PIMCO Income Fund | Mutual Funds | — | — | $13K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $11K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $11K | <0.1% | |
| Goldman Sachs GS International SC Insights R6 Fund | Other securities | — | — | $10K | <0.1% | |
| John Hancock Discovery Value MC Fund R6 | Other securities | — | — | $9K | <0.1% | |
| Neuberger Berman Management Real Estate R6 Fund | Other securities | — | — | $9K | <0.1% | |
| American Beacon Small Cap Value Institutional Fund | Other securities | — | — | $6K | <0.1% | |
| PGIM Total Returm Bond Fund | Other securities | — | — | $3K | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Invesco Oppenheimer Developing Markets R6 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO All Asset Instiutional Fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $133 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.