Amanda Worley signed The Sheltering ARMS Hospital's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Sheltering ARMS Hospital's EIN is 54-0505955.
Download the official 2022 Form 5500 (PDF) for The Sheltering ARMS Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The Sheltering ARMS Hospital'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BAEKERT AND HOLLAND | 56-0574444 | — | AUDITOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $10.7M | 20.5% | |
| American Funds Fundamental Investors Class R-6 | Mutual Funds | — | — | $7.5M | 14.4% | |
| The Vanguard Group, Inc. Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $5.9M | 11.4% | |
| The Lincoln National Life Insurance Co. Stable Value Account | Stable Value | — | — | $4.4M | 8.5% | |
| Lincoln Financial Distributors, Inc. Vanguard Small Cap Value Inde Admiral Shares | Mutual Funds | — | — | $4.2M | 8.0% | |
| The Vanguard Group, Inc. Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.6M | 5.0% | |
| Baron Capital, Inc. Small Cap Institutional Class | Common Stocks | — | — | $2.3M | 4.4% | |
| The Vanguard Group, Inc. Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 4.3% | |
| Lincoln Financial Distributors, Inc. Blackrock Equity Dividend K Shares | Common Stocks | — | — | $1.7M | 3.2% | |
| American Funds Global Growth Portfolio | Mutual Funds | — | — | $1.6M | 3.0% | |
| Metropolitan West Funds Total Return Bond Fund | Other securities | — | — | $1.5M | 3.0% | |
| The Vanguard Group, Inc. Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| Lincoln Financial Distributors, Inc. Invesco Developing Markets | Mutual Funds | — | — | $1.5M | 2.9% | |
| MFS Fund Distributors, Inc. International Intrinsic Value Fund | Mutual Funds | — | — | $1.0M | 2.0% | |
| Lincoln Financial Distributors, Inc. LVIP Delaware Social Awareness | Common Stocks | — | — | $565K | 1.1% | |
| The Lincoln National Life Insurance Co. Group Fixed Annuity | Common Stocks | — | — | $515K | 1.0% | |
| Lincoln Financial Distributors, Inc. LVIP Delaware Special Opportunities | Common Stocks | — | — | $342K | 0.7% | |
| through July 2023 | Other securities | — | — | $276K | 0.5% | |
| American Funds The Growth Fund of America R-6 | Mutual Funds | — | — | $251K | 0.5% | |
| The Vanguard Group, Inc. Total International Stock Index Admiral Shares | Mutual Funds | — | — | $238K | 0.5% | |
| Lincoln Financial Distributors, Inc. LVIP Delaware Growth & Income | Common Stocks | — | — | $175K | 0.3% | |
| Lincoln Financial Distributors, Inc. LVIP Blackrock Equity Dividend RPM | Common Stocks | — | — | $154K | 0.3% | |
| Lincoln Financial Distributors, Inc. LVIP UBS Large Cap Growth RPM | Common Stocks | — | — | $145K | 0.3% | |
| Delaware Distributors, L.P. VIP REIT Series 257 Delaware Distributors, L.P. VIP Small Cap Value Series | Common Stocks | — | — | $101K | 0.2% | |
| Lincoln Financial Distributors, Inc. LVIP Baron Growth Opportunities | Common Stocks | — | — | $92K | 0.2% | |
| Delaware Distributors, L.P. VIP Value Series | Other securities | — | — | $91K | 0.2% | |
| Lincoln Financial Distributors, Inc. LVIP T. Rowe Price Structured | Common Stocks | — | — | $67K | 0.1% | |
| Fidelity Investments VIP Contrafund Fund | Mutual Funds | — | — | $61K | 0.1% | |
| Fidelity Investments VIP Growth | Mutual Funds | — | — | $54K | 0.1% | |
| Lincoln Financial Distributors, Inc. LVIP Del Foundation Wealth Builder Fund | Common Stocks | — | — | $44K | <0.1% | |
| American Funds International Fund | Mutual Funds | — | — | $34K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP Delaware Bond Fund | Common Stocks | — | — | $25K | <0.1% | |
| MFS Fund Distributors, Inc. Utilities Fund | Mutual Funds | — | — | $24K | <0.1% | |
| Delaware Distributors, L.P. VIP Smid Capital Core Growth Fund | Other securities | — | — | $22K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP Protected Profile Conservative | Common Stocks | — | — | $19K | <0.1% | |
| Lincoln Financial Distributors, Inc. Fidelity VIP Freedom Target Date 2025 | Mutual Funds | — | — | $16K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP SSgA S&P 500 Index | Common Collective Trusts | — | — | $15K | <0.1% | |
| Delaware Distributors, L.P. VIP Diversified Income Series | Other securities | — | — | $12K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP Mondrian International Value | Common Stocks | — | — | $11K | <0.1% | |
| American Funds Growth Portfolio - A | Mutual Funds | — | — | $7K | <0.1% | |
| Lincoln Financial Group LVIP Money Market Fund | Cash / Money Market | — | — | $5K | <0.1% | |
| AllianceBernstein L.P. Global Thematic Growth Fund | Other securities | — | — | $3K | <0.1% | |
| American Funds Growth and Income Portfolio | Mutual Funds | — | — | $2K | <0.1% | |
| Delaware Distributors, L.P. VIP High Yield Series | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
