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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2040 Fund 348,922 shares | Mutual Funds | — | $349K | $14.8M | 13.0% | |
| Vanguard Institutional Target Retirement 2035 Fund 579,654 shares | Mutual Funds | — | $580K | $13.7M | 12.0% | |
| Vanguard Institutional Target Retirement 2030 Fund 343,404 shares | Mutual Funds | — | $343K | $12.9M | 11.3% | |
| Vanguard Institutional Target Retirement 2045 Fund 360,931 shares | Mutual Funds | — | $361K | $10.4M | 9.2% | |
| Lincoln National Life Insurance Company Stable Value Account | Stable Value | — | — | $8.5M | 7.5% | |
| Vanguard Institutional Target Retirement 2050 Fund 152,350 shares | Mutual Funds | — | $152K | $7.4M | 6.5% | |
| Vanguard Institutional Target Retirement 2025 Fund 364,424 shares | Mutual Funds | — | $364K | $7.0M | 6.2% | |
| Vanguard Institutional Index Fund 11,749 shares | Common Collective Trusts | — | $12K | $5.3M | 4.6% | |
| Vanguard Russell 1000 Growth Index Institutional Shares 6,670 shares | Common Collective Trusts | — | $7K | $4.8M | 4.2% | |
| JPMorgan Equity Income Class R6 176,655 shares | Other securities | — | $177K | $4.2M | 3.7% | |
| Vanguard Institutional Target Retirement 2020 Fund 143,797 shares | Mutual Funds | — | $144K | $4.0M | 3.5% | |
| Vanguard Institutional Target Retirement 2055 Fund 67,522 shares | Mutual Funds | — | $68K | $3.7M | 3.2% | |
| Vanguard Institutional Target Retirement Income Fund 265,775 shares | Mutual Funds | — | $266K | $3.5M | 3.1% | |
| Reinhart Genesis PMV Advisor Class 171,183 shares | Other securities | — | $171K | $2.6M | 2.3% | |
| Vanguard Total Bond Market Index Institutional Fund 200,258 shares | Mutual Funds | — | $200K | $1.9M | 1.7% | |
| Discovery SMID Cap Growth 53,132 shares | Other securities | — | $53K | $1.7M | 1.5% | |
| Dodge & Cox Income Class X 131,094 shares | Mutual Funds | — | $131K | $1.6M | 1.4% | |
| Goldman Sachs GQG Partners Intl Opportunities Class R6 55,208 shares | Other securities | — | $55K | $1.3M | 1.1% | |
| Dodge & Cox International Stock Class X 22,095 shares | Mutual Funds | — | $22K | $1.1M | 1.0% | |
| Vanguard Institutional Target Retirement 2060 Fund 19,473 shares | Mutual Funds | — | $19K | $970K | 0.9% | |
| Vanguard Total International Stock Index Institutional Shares 6,177 shares | Mutual Funds | — | $6K | $799K | 0.7% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $657K | 0.6% | |
| The Variable Annuity Life Insurance Company Fixed Account Plus | Common Stocks | — | — | $177K | 0.2% | |
| VALIC Stock Index Fund 5,862 shares | Common Collective Trusts | — | $6K | $142K | 0.1% | |
| The Variable Annuity Life Insurance Company Policy Loans Collateral & Escrow Funds | Common Stocks | — | — | $141K | 0.1% | |
| VALIC US Socially Responsible Fund 13,204 shares | Other securities | — | $13K | $87K | <0.1% | |
| Vanguard Institutional Target Retirement 2065 Fund 2,363 shares | Mutual Funds | — | $2K | $77K | <0.1% | |
| VALIC Mid Cap Index Fund 1,976 shares | Common Collective Trusts | — | $2K | $76K | <0.1% | |
| Vanguard Total International Bond Index Admiral Shares 3,101 shares | Mutual Funds | — | $3K | $60K | <0.1% | |
| VALIC Systematic Growth Fund 7,583 shares | Other securities | — | $8K | $40K | <0.1% | |
| Vanguard Windsor II Fund Investor Shares 4,371 shares | Mutual Funds | — | $4K | $38K | <0.1% | |
| The Variable Annuity Life Insurance Company Short Term Fixed Account | Common Stocks | — | — | $36K | <0.1% | |
| VALIC International Equities Index Fund 9,932 shares | Common Collective Trusts | — | $10K | $27K | <0.1% | |
| VALIC Mid Cap Value Fund 2,195 shares | Other securities | — | $2K | $22K | <0.1% | |
| VALIC International Value Fund 13,348 shares | Other securities | — | $13K | $22K | <0.1% | |
| VALIC International Opportunities Fund 6,929 shares | Other securities | — | $7K | $22K | <0.1% | |
| VALIC Small Cap Index Fund 1,656 shares | Common Collective Trusts | — | $2K | $17K | <0.1% | |
| Vanguard Wellington Fund 1,590 shares | Mutual Funds | — | $2K | $12K | <0.1% | |
| VALIC Emerging Economies Fund 9,669 shares | Other securities | — | $10K | $11K | <0.1% | |
| VALIC Science & Technology Fund 550 shares | Other securities | — | — | $11K | <0.1% | |
| VALIC Global Real Estate Fund 6,455 shares | Other securities | — | $6K | $10K | <0.1% | |
| VALIC Mid Cap Strategic Growth Fund 1,589 shares | Other securities | — | $2K | $8K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund 253 shares | Mutual Funds | — | — | $7K | <0.1% | |
| VALIC Growth Fund 1,082 shares | Other securities | — | $1K | $6K | <0.1% | |
| VALIC Core Bond Fund 2,729 shares | Other securities | — | $3K | $6K | <0.1% | |
| VALIC Company I Conservative Growth Lifestyle Fund 1,280 shares | Common Stocks | — | $1K | $5K | <0.1% | |
| VALIC Systematic Core Fund 439 shares | Other securities | — | — | $4K | <0.1% | |
| Brighthouse Life Insurance Company Group Annuity Contract | Common Stocks | — | — | $4K | <0.1% | |
| VALIC Large Capital Growth 668 shares | Other securities | — | — | $3K | <0.1% | |
| VALIC Inflation Protected Fund 2,289 shares | Other securities | — | $2K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
