Jeffrey Hazard signed Sheppard Pratt Health System's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheppard Pratt Health System's EIN is 52-0591684.
Download the official 2023 Form 5500 (PDF) for Sheppard Pratt Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sheppard Pratt Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 INSTL OPS | 04-2647786 | — | RECORD KEEPER | $231K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS INC | 04-2654524 | — | INV ADVISOR | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $15.8M | 12.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $14.9M | 11.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $13.6M | 10.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $13.6M | 10.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $12.4M | 9.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $9.4M | 7.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $9.3M | 7.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $6.7M | 5.2% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $6.0M | 4.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.3M | 4.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.8M | 2.2% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.1M | 1.7% | |
| Participant loans - interest ranging from 4.25% - 10.25% | Bonds / Notes | — | — | $1.3M | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.2M | 0.9% | |
| Lincoln Stable Value Fund | Stable Value | — | — | $894K | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $732K | 0.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $688K | 0.5% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $621K | 0.5% | |
| SEPARATE ACCOUNTS MUTUAL OF AMERICA · EIN 13-1614399 / PN 004 | Pooled Separate Account | — | — | $615K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $575K | 0.4% | |
| Baird Aggregate Bond INST | Other securities | — | — | $514K | 0.4% | |
| Parnassus Core EQ IS | Other securities | — | — | $440K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $395K | 0.3% | |
| DFA EMRG Market Core EQ | Mutual Funds | — | — | $360K | 0.3% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $303K | 0.2% | |
| John Hancock DSCPL VAL Mid Cap R6 | Other securities | — | — | $297K | 0.2% | |
| Mutual of America Interest Accumulation Account | Other securities | — | — | $270K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $180K | 0.1% | |
| Blackrock STR INC OPP K | Common Stocks | — | — | $156K | 0.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $150K | 0.1% | |
| DWS Capital Growth VIP | Other securities | — | — | $141K | 0.1% | |
| American Beacon Stephens Mid-Cap GR R6 | Other securities | — | — | $127K | <0.1% | |
| PIF Real Estate SEC R6 | Other securities | — | — | $93K | <0.1% | |
| LOOMIS Small Cap Growth N | Other securities | — | — | $92K | <0.1% | |
| Fidelity Government Market | Mutual Funds | — | — | $59K | <0.1% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | — | $50K | <0.1% | |
| Mutual of America Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $39K | <0.1% | |
| BrokerageLink | Other securities | — | — | $38K | <0.1% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | — | $36K | <0.1% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $33K | <0.1% | |
| Fidelity VIP Asset ManagerPortfolio | Mutual Funds | — | — | $30K | <0.1% | |
| Mutual of America All American Fund | Other securities | — | — | $19K | <0.1% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $18K | <0.1% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $16K | <0.1% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $15K | <0.1% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $14K | <0.1% | |
| American Century Investments VP Capital Appreciation Fund | Other securities | — | — | $14K | <0.1% | |
| Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $11K | <0.1% | |
| Victory Integrity Small-Cap VAL R6 | Other securities | — | — | $10K | <0.1% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | — | $10K | <0.1% |
