Hanna Waugh signed VAIL-Summit Orthopaedics, PC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VAIL-Summit Orthopaedics, PC's EIN is 68-0501385.
Download the official 2023 Form 5500 (PDF) for VAIL-Summit Orthopaedics, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)VAIL-Summit Orthopaedics, PC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | 46-2793932 | ALTOONA, WI | INVESTMENT ADVISORY | $30 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
