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, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP LLC | 13-3036745 | — | RECORDKEEPER | $167K | — |
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES |
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.
| % of plan | |||
|---|---|---|---|
| BLACKROCK LIFEPATH IDX 2050 S WILMINGTON TRUST, N.A. · EIN 26-3763061 / PN 149 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2045 S WILMINGTON TRUST, N.A. · EIN 26-3770058 / PN 150 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2040 S WILMINGTON TRUST, N.A. · EIN 26-3770058 / PN 151 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2035 S WILMINGTON TRUST, N.A. · EIN 26-3770263 / PN 152 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2030 S WILMINGTON TRUST, N.A. · EIN 26-3770302 / PN 153 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2025 S WILMINGTON TRUST, N.A. · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX RETIRE WILMINGTON TRUST, N.A. · EIN 26-3773846 / PN 157 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2065 S WILMINGTON TRUST, N.A. · EIN 38-4126295 / PN 598 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2055 S WILMINGTON TRUST, N.A. · EIN 46-3302432 / PN 178 | Common Collective Trust | $0 | — |
| BLACKROCK LIFEPATH IDX 2060 S WILMINGTON TRUST, N.A. · EIN 47-2700166 / PN 158 | Common Collective Trust | $0 | — |
| 36-4291971 |
| — |
| CONSULTANT |
| $80K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATTIMORE, BLACK, MORGAN & CRAIN, P | 62-1199757 | — | AUDIT | $20K | — |
| LERROSARBEY PLLC | 27-0855205 | — | AUDIT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MDX PRINT | 62-1199757 | — | SERVICE PROVIDER | $6K | — |
