Dale Smith signed United Network for Organ Sharing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Network for Organ Sharing's EIN is 54-1327878.
Download the official 2024 Form 5500 (PDF) for United Network for Organ Sharing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Network for Organ Sharing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
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 |
|---|---|---|---|---|---|
| VALMARK SECURITIES INC | 34-1724087 | — | OTHER SERVICES | $0 | — |
| EXECUTIVE INSURANCE AGENCY INC | 34-1004471 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $10.1M | 8.6% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $8.6M | 7.4% | |
| Principal Global Investors Trust Co Target 2055 Fund | Common Stocks | — | — | $7.1M | 6.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.1M | 6.1% | |
| Principal Global Investors Trust Co Target 2035 Fund | Common Stocks | — | — | $6.7M | 5.7% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.7M | 5.7% | |
| Principal Global Investors Trust Co Target 2050 Fund | Common Stocks | — | — | $6.7M | 5.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.7M | 5.7% | |
| Principal Global Investors Trust Co Target 2045 Fund | Common Stocks | — | — | $6.5M | 5.5% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.5M | 5.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.3M | 5.4% | |
| Principal Global Investors Trust Co Target 2040 Fund | Common Stocks | — | — | $5.5M | 4.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.5M | 4.7% | |
| Principal Life Insurance Company Equity Income Fund * Principal Life Insurance Company Large-Cap Growth Fund | Common Stocks | — | — | $5.2M | 4.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5.2M | 4.4% | |
| Principal Global Investors Trust Co Target 2025 Fund | Common Stocks | — | — | $5.1M | 4.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.1M | 4.4% | |
| Principal Global Investors Trust Co Target 2030 Fund | Common Stocks | — | — | $4.9M | 4.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.9M | 4.2% | |
| Vanguard Group Vanguard Windsor II Fund | Mutual Funds | — | — | $4.8M | 4.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.5M | 3.0% | |
| Vanguard Group Vanguard Explorer Fund | Mutual Funds | — | — | $3.1M | 2.6% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $3.0M | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.0M | 2.6% | |
| JP Morgan JP Morgan Lrg Cap Value R6 Fd | Other securities | — | — | $3.0M | 2.6% | |
| Principal Life Insurance Company Diversified International Fund | Common Stocks | — | — | $2.7M | 2.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.7M | 2.3% | |
| Vanguard Group Vanguard Intermediate-Term Treasury Fund | Mutual Funds | — | — | $2.5M | 2.2% | |
| Dodge & Cox Dodge & Cox Income X Fund | Mutual Funds | — | — | $2.4M | 2.0% | |
| Principal Global Investors Trust Co Target 2060 Fund | Common Stocks | — | — | $2.3M | 1.9% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.3M | 1.9% | |
| The American Funds NewWorld RS | Mutual Funds | — | — | $1.9M | 1.6% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $1.7M | 1.4% | |
| American Century Investments American Century Small Cap Value Fund | Other securities | — | — | $1.7M | 1.4% | |
| Baird Midcap Inst Fund | Other securities | — | — | $1.3M | 1.1% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $1.2M | 1.0% | |
| DFA Intl Small Cap Value FD | Mutual Funds | — | — | $1.1M | 1.0% | |
| Schwab Funds Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.1M | 0.9% | |
| Principal Global Investors Trust Co Target 2010 Fund * Principal Global Investors Trust Co Target 2020 Fund | Common Stocks | — | — | $1.1M | 0.9% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $1.0M | 0.9% | |
| TIAA-CREF Nuveen Real Est Sec Inst Fd | Mutual Funds | — | — | $932K | 0.8% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $865K | 0.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $637K | 0.5% | |
| through March 2052. | Other securities | — | — | $610K | 0.5% | |
| Principal Life Insurance Company Inflation Prot Sep Acct | Pooled Separate Accounts | — | — | $524K | 0.4% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $524K | 0.4% | |
| Principal Global Investors Trust Co Target 2065 Fund | Common Stocks | — | — | $493K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $493K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $419K | 0.4% |
