Paul Douglas signed General Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Health System's EIN is 72-0475545.
Download the official 2024 Form 5500 (PDF) for General Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Health System's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $287K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smartret 2030 R6 | Other securities | — | — | $25.3M | 9.4% | |
| JPMorgan Smartret 2045 R6 | Other securities | — | — | $25.0M | 9.3% | |
| Vanguard 500 Idx Admiral | Common Collective Trusts | — | — | $24.7M | 9.2% | |
| JPMorgan Smartret 2040 R6 | Other securities | — | — | $24.1M | 9.0% | |
| JPMorgan Smartret 2025 R6 | Other securities | — | — | $21.0M | 7.8% | |
| Fidelity Growth Co Fd | Mutual Funds | — | — | $20.0M | 7.4% | |
| JPMorgan Smartret 2050 R6 | Other securities | — | — | $17.3M | 6.4% | |
| Funds * Empower Annuity Insurance Group Annuity Contract Company of America Guaranteed Income Fund | Insurance Contracts | — | — | $11.1M | 4.1% | |
| JPMorgan Smartret 2055 R6 | Other securities | — | — | $10.3M | 3.8% | |
| Vanguard Van Dev Mark Ind Adm | Mutual Funds | — | — | $8.5M | 3.2% | |
| JPMorgan Smartret 2020 R6 | Other securities | — | — | $8.2M | 3.1% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $7.0M | 2.6% | |
| JPMorgan Smartret 2060 R6 | Other securities | — | — | $6.1M | 2.3% | |
| Metropolitan West Metropolitan West Total Ret | Other securities | — | — | $5.2M | 1.9% | |
| Vanguard Vangaurd Ext Mark IDX Adm | Common Collective Trusts | — | — | $4.3M | 1.6% | |
| JPMorgan SM Cap Growth R6 | Other securities | — | — | $3.9M | 1.4% | |
| JPMorgan Smartret Inc R6 | Common Stocks | — | — | $3.8M | 1.4% | |
| Self-Directed Brokerage Self-Directed Brokerage | Self-Directed Brokerage | — | — | $3.6M | 1.3% | |
| Insurance Company Pooled Separate Accounts * Empower Annuity Insurance Company of America SCV/Victory Fund | Pooled Separate Accounts | — | — | $3.4M | 1.3% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $3.4M | 1.3% | |
| Participant Loans * Participant Loans Interest Rates ranging from 4.25% to 9.50% n/a | Bonds / Notes | — | — | $2.3M | 0.9% | |
| Vanguard Vngrd Lifestratgy Gr Fd | Mutual Funds | — | — | $1.6M | 0.6% | |
| Vanguard Vngrd Lifestratgy Mod Gr | Mutual Funds | — | — | $1.5M | 0.5% | |
| Vanguard GNMA Core Bond | Agency / Mortgage-Backed | — | — | $765K | 0.3% | |
| Invesco Opp Dev Mkt Cl R6 | Mutual Funds | — | — | $546K | 0.2% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $279K | 0.1% | |
| Vanguard Lifestrategy Inc | Mutual Funds | — | — | $257K | <0.1% | |
| Vanguard Vang Life Strat Consrv Gr | Mutual Funds | — | — | $125K | <0.1% |
