Marsha Davis signed The Infirmary Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Infirmary Health System, Inc.'s EIN is 63-0841123.
Download the official 2024 Form 5500 (PDF) for The Infirmary Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Infirmary Health System, Inc.'s plan includes 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Fund Group annuity contract | Common Stocks | — | — | $2.8M | 18.4% | |
| NYLI Winslow Large Cap Growth Fund Mutual fund | Other securities | — | — | $2.8M | 18.4% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.9M | 12.0% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $1.7M | 10.9% | |
| Vanguard Equity Income Fund Mutual fund | Mutual Funds | — | — | $1.6M | 10.5% | |
| TCW MetWest Total Return Bond Fund Mutual fund | Other securities | — | — | $1.2M | 7.9% | |
| Conestoga Small Cap Fund Mutual fund | Other securities | — | — | $975K | 6.3% | |
| Allspring Special Small Cap Value Fund Mutual fund | Other securities | — | — | $834K | 5.4% | |
| Vanguard Wellington Fund Mutual fund | Mutual Funds | — | — | $394K | 2.5% | |
| Vanguard Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $376K | 2.4% | |
| Self-directed brokerage accounts Mutual funds, cash equivalent | Self-Directed Brokerage | — | — | $343K | 2.2% | |
| Participant loans receivable Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $156K | 1.0% | |
| Vanguard Total International Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $113K | 0.7% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $82K | 0.5% | |
| Vanguard Total Bond Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $68K | 0.4% | |
| Blackrock Inflation Protected Fund Mutual fund | Other securities | — | — | $42K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ORLANDO, FL |
| OTHER |
| $1K |
| — |
| ANDCO CONSULTING LLC | 59-3676225 | — | NONE | $635 | — |
