Wellmont Health System's EIN is 62-1636465.
Download the official 2023 Form 5500 (PDF) for Wellmont Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wellmont Health System's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $82K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Income Mutual Funds PIMCO Investment Grade Credit Bond Fund 2,838,696 shares | U.S. Treasuries | — | $30.1M | $25.1M | 62.8% | |
| PIMCO Long-Term US Government Fund 321,515 shares | Mutual Funds | — | $8.7M | $4.5M | 11.3% | |
| PIMCO Long-Term Credit Bond Fund 341,857 shares | U.S. Treasuries | — | $4.4M | $3.0M | 7.5% | |
| Vanguard Institutional Index Fund 5,514 shares | Common Collective Trusts | — | $1.0M | $2.5M | 6.2% | |
| Vanguard Dividend Appreciation Index Fund 32,005 shares | Common Collective Trusts | — | $598K | $1.6M | 4.0% | |
| Vanguard Developed Markets Index Fund 97,779 shares | Common Collective Trusts | — | $1.2M | $1.5M | 3.9% | |
| Equity Mutual Funds Dodge & Cox International Stock Fund 23,029 shares | Mutual Funds | — | $891K | $1.2M | 2.9% | |
| Money Market Funds Federated Hermes Treasury Obligations 497,501 shares | Cash / Money Market | — | $498K | $498K | 1.2% | |
| Cash | Cash / Money Market | — | $28K | $28K | <0.1% | |
| Partnership CL A Buyout 4,772 shares | Common Stocks | — | $25K | $5K | <0.1% | |
| Partnership CL B Venture Capital 4,694 shares | Common Stocks | — | $26K | $5K | <0.1% | |
| Private Equity Funds and Venture Capital Portfolio Advisors Offshore Private Equity Fund III Partnership CL C Special Situation 3,815 shares | Common Stocks | — | $2K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
