Joann Kunkel signed Touro Infirmary's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Touro Infirmary's EIN is 72-0423659.
Download the official 2024 Form 5500 (PDF) for Touro Infirmary from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Touro Infirmary's plan includes a defined-benefit pension formula, a cash-balance 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 |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT CO. | 52-1200960 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-1466678 | — | NONE | $31K | — |
| MERCER INVESTMENT CONSULTING, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund 39,006 Units | Mutual Funds | — | $4.2M | $5.5M | 25.0% | |
| Dodge & Cox Income FD 260,225 Units | Mutual Funds | — | $3.3M | $3.2M | 14.6% | |
| Vanguard Total Bond Market Index Fund 324,511 Units | Common Collective Trusts | — | $3.2M | $3.1M | 14.0% | |
| Vanguard Short-Term Bond Index Fund 243,212 Units | Common Collective Trusts | — | $2.5M | $2.5M | 11.2% | |
| Vanguard Developed Markets Index Fund 118,030 Units | Common Collective Trusts | — | $1.6M | $1.8M | 8.2% | |
| Vanguard Long-Term Bond Index Fund 140,257 Units | Common Collective Trusts | — | $1.9M | $1.5M | 6.6% | |
| Dodge & Cox International Stock Fund 22,124 Units | Mutual Funds | — | $1.0M | $1.1M | 5.0% | |
| Money Market Funds * Principal Government Money Market Fund 1,021,226 Units | Cash / Money Market | — | $1.0M | $1.0M | 4.6% | |
| Vanguard Short-Term Investment-Grade Fund 98,910 Units | Mutual Funds | — | $1.1M | $1.0M | 4.6% | |
| MFS International Value Fund 18,014 Units | Mutual Funds | — | $673K | $698K | 3.2% | |
| RBC Emerging Markets Equity Fund 48,979 Units | Other securities | — | $617K | $642K | 2.9% | |
| WESTERN ASSET US CORE PLUS, L.L.C WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% | |
| WESTERN ASSET MACRO OPPS PORTFOLIO WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 45-4652841 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 61-0736136 |
| — |
| NONE |
| $30K |
| — |
| PBI PENSION BENEFIT INFORMATION LLC | — | MINNEAPOLIS, MN | NONE | $13K | — |
