Holli Bonee signed Surgery Partners, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surgery Partners, Inc.'s EIN is 47-3620923.
Download the official 2023 Form 5500 (PDF) for Surgery Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Surgery Partners, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $270K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $80K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $49.4M | 15.7% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $41.2M | 13.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $28.5M | 9.0% | |
| MFS MA Inv GR STK R6 | Mutual Funds | — | — | $26.9M | 8.5% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $21.7M | 6.9% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $15.0M | 4.8% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $13.2M | 4.2% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $12.5M | 4.0% | |
| iShares MSCI Total International Index Class K | Other securities | — | — | $12.3M | 3.9% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $12.1M | 3.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $11.3M | 3.6% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $10.4M | 3.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $8.6M | 2.7% | |
| Empower Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $8.1M | 2.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $7.1M | 2.3% | |
| PUTN LRG CP VAL II R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $6.8M | 2.2% | |
| Great Gray Trust Large Cap Value Fund II R | Other securities | — | — | $6.8M | 2.2% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $6.7M | 2.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $5.4M | 1.7% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $5.1M | 1.6% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $4.8M | 1.5% | |
| Great Gray Trust Mid Cap Value Fund 2W | Other securities | — | — | $3.3M | 1.0% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.3M | 1.0% | |
| dates through October 2050 - | Other securities | — | — | $1.7M | 0.6% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio | Mutual Funds | — | — | $1.1M | 0.4% | |
| Fidelity Infl PR BD IDX | Common Collective Trusts | — | — | $946K | 0.3% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $410K | 0.1% | |
| Money market fund- * Fidelity Government Money Market | Mutual Funds | — | — | $272K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $78K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $38K | — |
