April Briggs signed Mountain Community Health Partnership Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain Community Health Partnership Incorporated's EIN is 56-1084427.
Download the official 2024 Form 5500 (PDF) for Mountain Community Health Partnership Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain Community Health Partnership Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2030 R3 FUND | Mutual Funds | — | — | $967K | 17.6% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2045 R3 FUND | Mutual Funds | — | — | $797K | 14.5% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2055 R3 FUND | Mutual Funds | — | — | $553K | 10.1% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2060 R3 FUND | Mutual Funds | — | — | $469K | 8.6% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2040 R3 FUND | Mutual Funds | — | — | $437K | 8.0% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2025 R3 FUND | Mutual Funds | — | — | $431K | 7.9% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2035 R3 FUND | Mutual Funds | — | — | $406K | 7.4% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2020 R3 FUND | Mutual Funds | — | — | $346K | 6.3% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2050 R3 FUND | Mutual Funds | — | — | $289K | 5.3% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $228K | 4.2% | |
| AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2065 R3 FUND | Mutual Funds | — | — | $120K | 2.2% | |
| COHEN & STEERS COHEN & STEERS RE EST SEC Z FUND | Other securities | — | — | $115K | 2.1% | |
| AMERICAN FUNDS SERVICE COMPANY US GOVT SECS R6 FUND | Mutual Funds | — | — | $90K | 1.6% | |
| Y PARTICIPANT LOANS With Various Maturities | Participant loans | — | — | $59K | 1.1% | |
| JP MORGAN JP MORGAN LARGE CAP GROWTH FUND | Other securities | — | — | $55K | 1.0% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $33K | 0.6% | |
| THE AMERICAN FUNDS SMALLCAP WORLD R6 FUND | Mutual Funds | — | — | $19K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $10K | 0.2% | |
| FIDELITY LARGE CAP VALUE INDEX FUND | Common Collective Trusts | — | — | $8K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7K | 0.1% | |
| NEUBERGER BERMAN NEUBERGER BERMAN GENESIS R6 FUND | Other securities | — | — | $4K | <0.1% | |
| JP MORGAN MANAGERS BEHAVIORAL VALUE FUND | Other securities | — | — | $4K | <0.1% | |
| MASSACHUSETTS FINANCIAL SERVICES MFS INSTITUTIONAL EQUITY R6 FUND | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $3K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
