Todd Webb signed Chapters Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chapters Health System, Inc.'s EIN is 59-2264957.
Download the official 2024 Form 5500 (PDF) for Chapters Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chapters Health System, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $399K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $133.9M | 88.2% | |
| [Assets held in participant loans] | Other | — | — | $2.2M | 1.5% | |
| [Assets held in pooled separate account] | Other | — | — | $342K | 0.2% | |
| SECURED RETIREMENT INCOME LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $342K | 0.2% |
