Jeffrey LOX signed Wingspan Care Group's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wingspan Care Group's EIN is 56-2327939.
Download the official 2023 Form 5500 (PDF) for Wingspan Care Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wingspan Care Group's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP FINANCIAL | 47-1411118 | — | NONE | $113K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Income I2, 421,887.131 units | Mutual Funds | — | $4.6M | $4.4M | 15.5% | |
| Exchange traded funds Vanguard S&P 500 ETF, 7,659.000 units | Common Collective Trusts | — | $2.2M | $3.8M | 13.4% | |
| MFS Mid Cap Growth Fund-I, 76,504.145 units | Mutual Funds | — | $2.5M | $2.4M | 8.3% | |
| Fidelity Small Cap Value Fund, 111,276.178 units | Mutual Funds | — | $2.4M | $2.2M | 7.7% | |
| Registered investment companies American Funds New World F2, 24,618.011 units | Mutual Funds | — | $1.7M | $2.0M | 6.9% | |
| T Rowe Price Lrg Cp Gr Inv, 22,780.355 units | Mutual Funds | — | $1.6M | $1.8M | 6.3% | |
| PGIM High Yield CI Z, 358,452.501 units | Other securities | — | $1.9M | $1.7M | 5.9% | |
| JPMorgan 100% US Treas Prem, 1,216,908.090 units | U.S. Treasuries | — | $1.2M | $1.2M | 4.3% | |
| US Treasury Note/Bond 4.000% Due 01-31-29 | U.S. Treasuries | — | $507K | $505K | 1.8% | |
| JPMorgan US Government MMkt Investor, 315,879.570 units | Other securities | — | $316K | $316K | 1.1% | |
| US Treasury Note/Bond 4.375% Due 11-30-28 | U.S. Treasuries | — | $209K | $207K | 0.7% | |
| US Treasury Note/Bond 3.500% Due 04-30-30 | U.S. Treasuries | — | $208K | $200K | 0.7% | |
| Fannie Mae Ma604 3.000% Due 05-01-37 | Agency / Mortgage-Backed | — | $172K | $190K | 0.7% | |
| US Treasury Note/Bond 4.125% Due 08-15-53 | U.S. Treasuries | — | $166K | $171K | 0.6% | |
| Fannie Mae Ma620 3.000% Due 06-01-37 | Agency / Mortgage-Backed | — | $142K | $153K | 0.5% | |
| US Treasury Note/Bond 4.500% Due 05-31-29 | U.S. Treasuries | — | $150K | $151K | 0.5% | |
| Bank of America Corp 1.658% Due 03-11-27 | Bonds / Notes | — | $155K | $147K | 0.5% | |
| US Bancorp 2.677% Due 01-27-33 | Bonds / Notes | — | $152K | $129K | 0.5% | |
| Verizon Communications 1.750% Due 01-20-31 | Bonds / Notes | — | $145K | $122K | 0.4% | |
| US Treasury Note/Bond 4.125% Due 08-31-30 | U.S. Treasuries | — | $122K | $122K | 0.4% | |
| JPMorgan Chase & Co Common Stock, 597 shares | Common Stocks | — | $62K | $121K | 0.4% | |
| US Treasury Note/Bond 1.500% Due 11-30-28 | U.S. Treasuries | — | $108K | $107K | 0.4% | |
| Toyota Motor Credit Corp 5.050% Due 05-16-29 | Bonds / Notes | — | $105K | $105K | 0.4% | |
| US Treasury Note/Bond 3.625% Due 05-15-53 | U.S. Treasuries | — | $115K | $104K | 0.4% | |
| US Treasury Note/Bond 4.500% Due 04-15-27 | U.S. Treasuries | — | $102K | $103K | 0.4% | |
| Federated Government Obligations Fund IS Interest-bearing cash | Cash / Money Market | — | $100K | $100K | 0.4% | |
| ConocoPhillips Common Stock, 843 shares | Common Stocks | — | $40K | $96K | 0.3% | |
| Astrazeneca Finance LLC 5.000% Due 02-26-34 | Bonds / Notes | — | $95K | $94K | 0.3% | |
| Sempra Common Stock, 1,193 shares | Common Stocks | — | $75K | $91K | 0.3% | |
| Philip Morris Intl Inc 5.750% Due 11-17-32 | Bonds / Notes | — | $84K | $85K | 0.3% | |
| Intel Corporation Common Stock, 2,723 shares | Common Stocks | — | $105K | $84K | 0.3% | |
| Bank of America Corp Common Stock, 2,087 shares | Common Stocks | — | $54K | $83K | 0.3% | |
| Charles Schwab Corporation Common Stock, 1,094 shares | Mutual Funds | — | $60K | $81K | 0.3% | |
| Enel Spa ADR Common Stock, 10,835 shares | Common Stocks | — | $72K | $75K | 0.3% | |
| US Treasury Note/Bond 4.250% Due 02-15-54 | U.S. Treasuries | — | $74K | $74K | 0.3% | |
| Williams Co. Common Stock, 1,740 shares | Common Stocks | — | $62K | $74K | 0.3% | |
| Scottish & Southern Energy Adr (ssezy) Common Stock, 3,127 shares | Common Stocks | — | $58K | $72K | 0.3% | |
| US Treasury Note/Bond 4.250% Due 03-15-27 | U.S. Treasuries | — | $72K | $71K | 0.2% | |
| Mckesson Corp Common Stock, 122 share | Common Stocks | — | $46K | $71K | 0.2% | |
| Banco Santander Adr Common Stock, 14,850 shares | Common Stocks | — | $50K | $69K | 0.2% | |
| Air Products & Chemicals Inc Common Stock, 264 shares | Common Stocks | — | $63K | $68K | 0.2% | |
| JPMorgan Chase & Co 1.045% Due 11-19-26 | Bonds / Notes | — | $71K | $68K | 0.2% | |
| AT&T Inc 1.700% Due 03-25-26 | Bonds / Notes | — | $71K | $68K | 0.2% | |
| Koninklijke Philips El Common Stock, 2,669 shares | Common Stocks | — | $39K | $67K | 0.2% | |
| American Express Co. Common Stock, 290 shares | Common Stocks | — | $34K | $67K | 0.2% | |
| Allianz Se Unsp ADR Common Stock, 2,398 shares | Common Stocks | — | $50K | $66K | 0.2% | |
| Lloyds Banking Group PLC ADR Common Stock, 23,959 shares | Common Stocks | — | $56K | $65K | 0.2% | |
| United Overseas Bank Ltd Spon Adr Common Stock, 1,422 shares | Common Stocks | — | $52K | $65K | 0.2% | |
| Hitachi Ltd Adr Common Stock, 285 shares | Common Stocks | — | $32K | $64K | 0.2% | |
| Bp Plc Spons Adr Common Stock, 1,749 shares | Common Stocks | — | $60K | $63K | 0.2% |
