Marsha Davis signed Infirmary Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infirmary Health System, Inc.'s EIN is 63-0841123.
Download the official 2024 Form 5500 (PDF) for Infirmary Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infirmary Health System, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $572K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $150 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Company Guaranteed Income Fund Group annuity contract | Common Stocks | — | — | $67.9M | 18.3% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $65.5M | 17.6% | |
| NYLI Winslow Large Cap Growth Fund Mutual fund | Other securities | — | — | $61.3M | 16.5% | |
| Vanguard Equity Income Fund Mutual fund | Mutual Funds | — | — | $43.2M | 11.6% | |
| TCW MetWest Total Return Bond Fund Mutual fund | Other securities | — | — | $33.1M | 8.9% | |
| Allspring Special Small Cap Value Fund Mutual fund | Other securities | — | — | $29.8M | 8.0% | |
| Conestoga Small Cap Fund Mutual fund | Other securities | — | — | $25.1M | 6.8% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $23.7M | 6.4% | |
| Participant loans receivable Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $6.5M | 1.7% | |
| Vanguard Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $5.6M | 1.5% | |
| Vanguard Wellington Fund Mutual fund | Mutual Funds | — | — | $3.1M | 0.8% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.5M | 0.7% | |
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.9M | 0.5% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.9M | 0.5% | |
| Blackrock Inflation Protected Fund Mutual fund | Other securities | — | — | $686K | 0.2% | |
| Self-directed brokerage accounts Mutual funds, cash equivalent | Self-Directed Brokerage | — | — | $171K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MARINER INSTITUTIONAL LLC | — | ORLANDO, FL | OTHER | $14K | — |
| ANDCO CONSULTING LLC | 59-3676225 | — | NONE | $14K | — |
| LEXISNEXIS RISK SOLUTIONS FL INC DB | — | ALPHARETTA, GA | OTHER | $6K | — |
