MCR Health, Inc.'s EIN is 59-1773262.
Download the official 2024 Form 5500 (PDF) for MCR Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MCR Health, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Alger Capital APPR Instl Y Mutual Fund | Other securities | — | — | $1.7M | 16.3% | |
| Van Target Retire 2025 Mutual Fund | Other securities | — | — | $1.1M | 10.7% | |
| Van Target Retire 2050 Mutual Fund | Other securities | — | — | $934K | 8.9% | |
| Van Target Retire 2035 Mutual Fund | Other securities | — | — | $890K | 8.5% | |
| Van Target Reture 2030 Mutual Fund | Other securities | — | — | $742K | 7.1% | |
| Van Target Retire 2045 Mutual Fund | Other securities | — | — | $666K | 6.3% | |
| Van Target Retire 2040 Mutual Fund | Other securities | — | — | $594K | 5.7% | |
| Strat ASSTMGMNTCONGRPORT INST Mutual Fund | Other securities | — | — | $535K | 5.1% | |
| Principal Sam Flexincprt - In Mutual Fund | Other securities | — | — | $443K | 4.2% | |
| Principal Sam STRATGR INST Mutual Fund | Other securities | — | — | $389K | 3.7% | |
| Prin Fixed Inc Guar Opt Fixed Income | Common Stocks | — | — | $376K | 3.6% | |
| Van Target Retire 2020 Mutual Fund | Other securities | — | — | $254K | 2.4% | |
| Van Target Retire 2055 Mutual Fund | Other securities | — | — | $244K | 2.3% | |
| Principal Mid Cap Fund R6 Mutual Fund | Other securities | — | — | $233K | 2.2% | |
| Fidelity Advisor High Income Mutual Fund | Mutual Funds | — | — | $225K | 2.1% | |
| Notes receivable from participants Interest rates range From 3.25-8.75% | Bonds / Notes | — | — | $161K | 1.5% | |
| Van Targ Retire 2060 Mutual Fund | Other securities | — | — | $148K | 1.4% | |
| Principal Sam Consbal Inst Mutual Fund | Other securities | — | — | $112K | 1.1% | |
| Invesco Intl Divers R6 Mutual Fund | Mutual Funds | — | — | $105K | 1.0% | |
| Prn Mid Cap Value Fund I - R6 Mutual Fund | Other securities | — | — | $78K | 0.7% | |
| FRA Equity Income Fund - R6 Mutual Fund | Other securities | — | — | $75K | 0.7% | |
| BR Glob Alloc K Mutual Fund | Other securities | — | — | $74K | 0.7% | |
| Van Target Retire Inc Mutual Fund | Common Stocks | — | — | $60K | 0.6% | |
| Macquarie Small Cap Value R6 Mutual Fund | Other securities | — | — | $58K | 0.6% | |
| Strategic ASSTMGMNTBALPORT IN Mutual Fund | Other securities | — | — | $52K | 0.5% | |
| Van Targ Retire 2065 Mutual Fund | Other securities | — | — | $49K | 0.5% | |
| Van Targ Retire 2070 Mutual Fund | Other securities | — | — | $48K | 0.5% | |
| Calamos Market Neutral Inc R6 Mutual Fund | Common Stocks | — | — | $36K | 0.3% | |
| Pimco Comm RL Ret STR - INSTL Mutual Fund | Mutual Funds | — | — | $13K | 0.1% | |
| PIMCO Total Return Fund - INS Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Templeton Growth - R6 Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| PRI Govt & HI Qual BD - INST Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Vanguard Treasury Money Market Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
