Barbara Estes signed Ephraim McDowell Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ephraim McDowell Health's EIN is 61-0492356.
Download the official 2024 Form 5500 (PDF) for Ephraim McDowell Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ephraim McDowell Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $415K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contract Principal Fixed Income Guaranteed Option Investment contract, at contract value | Other securities | — | — | $35.3M | 17.4% | |
| American Century Growth Fund 353,022 shares | Other securities | — | $353K | $21.3M | 10.5% | |
| Principal Lifetime 2030 Fund 1,470,718 shares | Other securities | — | $1.5M | $20.4M | 10.1% | |
| Principal Lifetime 2040 Fund 1,284,158 shares | Other securities | — | $1.3M | $20.3M | 10.0% | |
| Principal Lifetime 2050 Fund 1,020,665 shares | Other securities | — | $1.0M | $17.3M | 8.5% | |
| Fidelity 500 Index Fund 64,979 shares | Common Collective Trusts | — | $65K | $13.3M | 6.5% | |
| Principal Lifetime 2060 Fund 609,433 shares | Other securities | — | $609K | $10.6M | 5.2% | |
| Franklin Rising Dividends Fund 96,472 shares | Mutual Funds | — | $96K | $8.6M | 4.2% | |
| American Funds Europacific Growth Fund 132,391 shares | Mutual Funds | — | $132K | $7.1M | 3.5% | |
| MFS Total Return Bond Fund 689,686 shares | Mutual Funds | — | $690K | $6.5M | 3.2% | |
| American Century Equity Income Fund 722,319 shares | Other securities | — | $722K | $6.0M | 3.0% | |
| Voya Mid Cap Opportunities Fund 197,548 shares | Other securities | — | $198K | $5.1M | 2.5% | |
| Principal Lifetime 2020 Fund 376,432 shares | Other securities | — | $376K | $4.5M | 2.2% | |
| Fidelity Advisors Mid Cap Value Fund 132,066 shares | Mutual Funds | — | $132K | $4.5M | 2.2% | |
| Through November 2029 | Other securities | — | — | $3.9M | 1.9% | |
| Principal Small Cap S&P 600 Index Fund 140,239 shares | Common Collective Trusts | — | $140K | $3.6M | 1.8% | |
| Fidelity Advisors Small Cap Value Fund 128,515 shares | Mutual Funds | — | $129K | $2.6M | 1.3% | |
| Principal International Emerging Markets Fund 87,152 shares | Other securities | — | $87K | $2.2M | 1.1% | |
| Principal Lifetime Strategic Income Fund 186,533 shares | Other securities | — | $187K | $2.1M | 1.0% | |
| Principal Real Estate Securities Fund 69,122 shares | Other securities | — | $69K | $1.9M | 1.0% | |
| Nuveen Inflation-Linked Bond Institutional Fund 158,731 shares | Mutual Funds | — | $159K | $1.7M | 0.8% | |
| LA Capital Mgmt/Victory Sachs Mid Cap Value Fund 106,073 shares | Other securities | — | $106K | $1.6M | 0.8% | |
| American Century Small Cap Growth Fund 46,694 shares | Other securities | — | $47K | $1.1M | 0.5% | |
| Principal Lifetime 2070 Fund 70,560 shares | Other securities | — | $71K | $884K | 0.4% | |
| Franklin US Government Securities Fund 32,893 shares | Mutual Funds | — | $33K | $165K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
