LISA Luckey signed Suncoast Internal Medicine Consultants, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Suncoast Internal Medicine Consultants, P.A.'s EIN is 59-1273247.
Download the official 2024 Form 5500 (PDF) for Suncoast Internal Medicine Consultants, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Suncoast Internal Medicine Consultants, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 579 | Pooled Separate Account | $245K | 12.5% |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 249 | Pooled Separate Account | $238K | 12.1% |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 614 | Pooled Separate Account | $128K | 6.5% |
| AEGON US CORE PLUS RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 734 | Pooled Separate Account | $111K | 5.7% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | $91K | 4.6% |
| TRANSAMERICA INTERNATIONAL GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 669 | Pooled Separate Account | $91K | 4.6% |
| HARTFORD INTERNATIONAL OPPORTUNITIE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 646 | Pooled Separate Account | $90K | 4.6% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $79K | 4.0% |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 634 | Pooled Separate Account | $78K | 4.0% |
| CLEARBRIDGE AGGRESSIVE GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 631 | Pooled Separate Account | $76K | 3.9% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $73K | 3.7% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $72K | 3.7% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $71K | 3.6% |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | $57K | 2.9% |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 583 | Pooled Separate Account | $56K | 2.9% |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 093 | Pooled Separate Account | $56K | 2.9% |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 741 | Pooled Separate Account | $56K | 2.8% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $52K | 2.7% |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 473 | Pooled Separate Account | $52K | 2.7% |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | $52K | 2.6% |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $52K | 2.6% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | $45K | 2.3% |
| BRANDYWINEGLOBAL - GLOBAL OPPORTUNI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 662 | Pooled Separate Account | $43K | 2.2% |
