AMY Kreitz signed Unified Community Connections, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unified Community Connections, Inc.'s EIN is 52-0696384.
Download the official 2023 Form 5500 (PDF) for Unified Community Connections, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Unified Community Connections, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $8K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment contracts with insurance company * Lincoln National Life - Multifund Fixed Account N/A 1.75% - 4.50% N/A (1) | Bonds / Notes | — | — | $1.2M | 21.2% | |
| Lincoln National Life - Multifund LVIP Global Growth Allocation Managed Risk N/A 22,585 (1) | Other securities | — | — | $442K | 8.1% | |
| s * Lincoln National Life - Multifund American Funds Global Growth N/A 1 (1) 55 * Lincoln National Life - Multifund American Funds Growth N/A 32,025 (1) | Pooled Separate Accounts | — | — | $364K | 6.7% | |
| Lincoln National Life - Multifund LVIP Dimensional U.S. Core Equity 1 N/A 6,446 (1) | Mutual Funds | — | — | $347K | 6.3% | |
| Lincoln National Life - Multifund LVIP Macquiare Social Awareness N/A 10,656 (1) | Other securities | — | — | $343K | 6.3% | |
| Lincoln National Life - Multifund Fidelity VIP Freedom Target Date 2060 N/A 32 (1) 531 * Lincoln National Life - Multifund Fidelity VIP Growth N/A 3,324 (1) | Mutual Funds | — | — | $256K | 4.7% | |
| Lincoln National Life - Multifund LVIP Blackrock Dividend Value N/A 31,212 (1) | Other securities | — | — | $226K | 4.1% | |
| Lincoln National Life - Multifund LVIP Macquiare Value Series N/A 11,791 (1) | Other securities | — | — | $208K | 3.8% | |
| Lincoln National Life - Alliance Yourpath Ishares 2035 Moderate N/A 12,651 (1) | Other securities | — | — | $155K | 2.8% | |
| Lincoln National Life - Multifund American Funds Growth & Income N/A 2,438 (1) | Mutual Funds | — | — | $127K | 2.3% | |
| Lincoln National Life - Alliance Yourpath Ishares 2055 Conservative N/A 72 (1) 841 * Lincoln National Life - Alliance Yourpath Ishares 2060 Growth N/A 9,939 (1) | Other securities | — | — | $121K | 2.2% | |
| Lincoln National Life - Multifund LVIP Macquiare Wealth Builder N/A 14,806 (1) | Other securities | — | — | $114K | 2.1% | |
| Lincoln National Life - Multifund LVIP Blended Lrg Cap Growth Managed Volatility N/A 11,900 (1) | Other securities | — | — | $111K | 2.0% | |
| Lincoln National Life - Multifund MFS Utilities N/A 8,841 (1) | Mutual Funds | — | — | $109K | 2.0% | |
| Lincoln National Life - Multifund LVIP Macquiare Smid Cap Core Series N/A 4,983 (1) | Other securities | — | — | $105K | 1.9% | |
| Lincoln National Life - Alliance Yourpath Ishares 2030 Moderate N/A 8,419 (1) | Other securities | — | — | $101K | 1.8% | |
| Lincoln National Life - Multifund Blackrock Global Allocation N/A 3,921 (1) | Other securities | — | — | $89K | 1.6% | |
| Lincoln National Life - Multifund LVIP Global Moderate Allocation Managed Risk N/A 4,399 (1) | Other securities | — | — | $88K | 1.6% | |
| Lincoln National Life - Alliance Yourpath Ishares 2040 Moderate N/A 6,388 (1) | Other securities | — | — | $80K | 1.5% | |
| Lincoln National Life - Alliance Yourpath Ishares 2045 Moderate N/A 5,757 (1) | Other securities | — | — | $73K | 1.3% | |
| Lincoln National Life - Multifund LVIP Macquiare High Yield Fund N/A 18 (1) 411 * Lincoln National Life - Multifund LVIP Macquiare Mid Cap Value Fund N/A 1,342 (1) | Other securities | — | — | $71K | 1.3% | |
| Lincoln National Life - Multifund American Funds International N/A 31,274 (1) | Mutual Funds | — | — | $67K | 1.2% | |
| Lincoln National Life - Alliance Yourpath Ishares 2025 Moderate N/A 4,914 (1) | Other securities | — | — | $58K | 1.1% | |
| Lincoln National Life - Multifund LVIP SSGA S&P 500 Index N/A 1,218 (1) | Common Collective Trusts | — | — | $49K | 0.9% | |
| Lincoln National Life - Multifund LVIP T. Rowe Price Mid Cap Growth N/A 6 (1) 345 * Lincoln National Life - Multifund LVIP T. Rowe Price Structured Mid Cap Growth N/A 5,895 (1) | Other securities | — | — | $46K | 0.8% | |
| Lincoln National Life - Alliance Yourpath Ishares 2050 Moderate N/A 3,593 (1) | Other securities | — | — | $46K | 0.8% | |
| Lincoln National Life - Alliance Yourpath Ishares 2020 Moderate N/A 3,948 (1) | Other securities | — | — | $46K | 0.8% | |
| Lincoln National Life - Alliance Yourpath Ishares 2065 Growth N/A 3,456 (1) | Other securities | — | — | $45K | 0.8% | |
| Notes receivable from participants Participant Loans N/A 7.00% - 9.50% Various - | Bonds / Notes | — | — | $42K | 0.8% | |
| Lincoln National Life - Multifund LVIP JPM Retirement Income Fund N/A 3,395 (1) | Other securities | — | — | $40K | 0.7% | |
| Lincoln National Life - Multifund LVIP T. Rowe Price 2030 Fund N/A 2,017 (1) | Other securities | — | — | $38K | 0.7% | |
| Lincoln National Life - Multifund LVIP Franklin Templeton Emerging Equity Fund N/A 5 (1) 93 * Lincoln National Life - Multifund LVIP Global Conservative Allocation Managed Risk N/A 1,839 (1) | Mutual Funds | — | — | $37K | 0.7% | |
| Lincoln National Life - Multifund Macquaire Small Cap Value N/A 4,935 (1) | Other securities | — | — | $30K | 0.5% | |
| Lincoln National Life - Alliance Yourpath Ishares 2060 Moderate N/A 2,018 (1) | Other securities | — | — | $26K | 0.5% | |
| Lincoln National Life - Multifund LVIP T. Rowe Price 2040 Fund N/A 1,290 (1) | Other securities | — | — | $25K | 0.5% | |
| Lincoln National Life - Multifund LVIP Marquarie Bond N/A 1,953 (1) | Other securities | — | — | $24K | 0.4% | |
| Lincoln National Life - Multifund LVIP Blackrock Inflation Protection Bond N/A 2,192 (1) | Other securities | — | — | $22K | 0.4% | |
| Lincoln National Life - Multifund LVIP Baron Growth Opportunities N/A 366 (1) | Other securities | — | — | $19K | 0.3% | |
| Lincoln National Life - Multifund Fidelity VIP Contrafund N/A 244 (1) | Mutual Funds | — | — | $17K | 0.3% | |
| Lincoln National Life - Alliance Yourpath Ishares 2055 Moderate N/A 1,064 (1) | Other securities | — | — | $13K | 0.2% | |
| Lincoln National Life - Alliance Yourpath Ishares 2050 Growth N/A 937 (1) | Other securities | — | — | $12K | 0.2% | |
| Lincoln National Life - Multifund LVIP SSGA Small Cap Index N/A 506 (1) | Other securities | — | — | $12K | 0.2% | |
| Lincoln National Life - Alliance Yourpath Ishares 2030 Conservative N/A 908 (1) | Other securities | — | — | $10K | 0.2% | |
| Lincoln National Life - Alliance Mfs Mid Cap Growth Class R6 N/A 14 (1) 455 * Lincoln National Life - Alliance Pgim Jennison Small Company Class R6 N/A 20 (1) 460 * Lincoln National Life - Alliance Federated Hermes Govt Ultrashort R6 N/A 796 (1) | Mutual Funds | — | — | $8K | 0.1% | |
| Lincoln National Life - Multifund LVIP T. Rowe Price 2050 Fund N/A 375 (1) | Other securities | — | — | $8K | 0.1% | |
| Lincoln National Life - Multifund LVIP Government Money Market Fund N/A 611 (1) | Cash / Money Market | — | — | $6K | 0.1% | |
| Lincoln National Life - Alliance Mfs Growth Class R6 N/A 19 (1) | Mutual Funds | — | — | $4K | <0.1% | |
| Lincoln National Life - Multifund LVIP Vanguard International Equity ETF N/A 260 (1) | Mutual Funds | — | — | $4K | <0.1% | |
| Lincoln National Life - Multifund LVIP Vanguard Domestic Equity ETF N/A 99 (1) | Mutual Funds | — | — | $4K | <0.1% | |
| Lincoln National Life - Alliance Yourpath Ishares 2025 Conservative N/A 291 (1) | Other securities | — | — | $3K | <0.1% |
