Anna Palmer signed Greater Baltimore Medical Center, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greater Baltimore Medical Center, Inc.'s EIN is 52-6049658.
Download the official 2023 Form 5500 (PDF) for Greater Baltimore Medical Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Greater Baltimore Medical Center, Inc.'s plan includes 403(b) custodial accounts, a self-directed brokerage window, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $272K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS INC | — | DALLAS, TX | INVESTMENT MGMT | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $38.0M | 13.0% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $20.1M | 6.9% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $19.9M | 6.8% | |
| Blackrock Lifepath Index 2025 K | Other securities | — | — | $19.3M | 6.6% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $18.2M | 6.2% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $18.0M | 6.1% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $16.7M | 5.7% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $14.9M | 5.1% | |
| Diamond Hill Large Cap Y | Other securities | — | — | $13.6M | 4.6% | |
| Blackrock Lifepath Index Retire K | Other securities | — | — | $12.1M | 4.1% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $10.2M | 3.5% | |
| Dodge & Cox International Stock - I | Mutual Funds | — | — | $10.0M | 3.4% | |
| Great-West Guaranteed Interest Fund | Other securities | — | — | $9.6M | 3.3% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $9.5M | 3.3% | |
| Guaranteed Annuity Contracts * Great-West Guaranteed Fixed Fund | Other securities | — | — | $7.6M | 2.6% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $6.7M | 2.3% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $6.0M | 2.1% | |
| WCM Focused International Growth Instl | Other securities | — | — | $5.3M | 1.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.8M | 1.7% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $4.6M | 1.6% | |
| Schwab Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.9M | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.9M | 1.3% | |
| Principal Highyield R-6 | Other securities | — | — | $3.3M | 1.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3.0M | 1.0% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $3.0M | 1.0% | |
| American Century Small Cap Value R6 | Mutual Funds | — | — | $2.8M | 1.0% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $2.2M | 0.7% | |
| DFA Global Real Estate Securities | Mutual Funds | — | — | $1.8M | 0.6% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $1.3M | 0.4% | |
| Fidelity International Index | Mutual Funds | — | — | $1.1M | 0.4% | |
| NUVEEN Inflation Linked Bond I | Mutual Funds | — | — | $413K | 0.1% | |
| Self-directed brokerage accounts Schwab Roth | Self-Directed Brokerage | — | — | $199K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD AMERITRADE INC | — | OMAHA, NE | BROKERAGE SERVICES | $750 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | AUDITOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNY PA | — | BALTIMORE, MD | ATTORNEY | $3K | — |
