Rebecca Brown signed Providence Health & Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Providence Health & Services' EIN is 51-0216586.
Download the official 2024 Form 5500 (PDF) for Providence Health & Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Providence Health & Services' plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), 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 | $4.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.4M | — |
| 7SM |
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 | |||||
|---|---|---|---|---|---|---|
| Interest Held in Master Trust Various (includes Registered | Master Trust Interest | — | — | $9.7B | 95.9% | |
| PROVIDENCE ST JOSEPH HEALTH MT PROVIDENCE HEALTH & SERVICES · EIN 84-3087403 / PN 001 | Master Trust | — | — | $9.7B | 95.9% | |
| Participant Loans Participant Loans | Participant loans | — | — | $115.1M | 1.1% | |
| TIAA CREF REGISTERED INVESTMENT COMPANY | Mutual Funds | — | — | $772K | <0.1% | |
| TIAA CREF General Insurance Contracts | Mutual Funds | — | — | $252K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-4028622 |
| — |
| CONSULTANT |
| $396K |
| — |
| MILLIMAN | 91-0675641 | — | CONSULTANT | $376K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER P.S. | 91-1194016 | — | ACCOUNTANT | $69K | — |
