TAFT Simmons signed Ballad Health's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ballad Health's EIN is 61-1771290.
Download the official 2023 Form 5500 (PDF) for Ballad Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ballad Health'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE | $278K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PYAPC | 62-1517792 | — | AUDITOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $541.3M | 87.8% | |
| [Assets held in participant loans] | Other | — | — | $4.3M | 0.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | 13-5657518 | — | NONE | $20K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $10K | — |
| CHICK-FIL-A | 83-1202114 | — | NONE | $6K | — |
