Heather Davenport signed Carilion Clinic's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carilion Clinic's EIN is 54-1190771.
Download the official 2024 Form 5500 (PDF) for Carilion Clinic from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carilion Clinic'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $960K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $98K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
