LISA Medovich signed SID Peterson Memorial Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SID Peterson Memorial Hospital's EIN is 74-2557820.
Download the official 2024 Form 5500 (PDF) for SID Peterson Memorial Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SID Peterson Memorial Hospital's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $207K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBS AGENCY 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FAIRFIELD, IA |
| BROKER/ADVISER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GUARANTEED INTEREST ACCOUNT * Empower Guaranteed Interest Account | Other securities | — | — | $11.4M | 17.0% | |
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $7.5M | 11.2% | |
| ISHARES S&P 500 INDEX K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.1M | 9.0% | |
| Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $5.9M | 8.8% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Pooled Separate Account | — | — | $3.8M | 5.7% | |
| MASSMUTUAL EQUITY OPPORTS I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.3M | 5.0% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.3M | 4.8% | |
| INDEXSELECT MODERATE 2035 GREAT GRAY · EIN 81-4457845 / PN 307 | Pooled Separate Account | — | — | $2.9M | 4.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.5% | |
| MASSMUTUAL DIVERSIFIED VALUE I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.3M | 3.4% | |
| MASSMUTUAL BALANCED I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.2M | 3.3% | |
| INDEX MODERATE 2055 FUND GREAT GRAY · EIN 81-4484368 / PN 309 | Pooled Separate Account | — | — | $2.2M | 3.2% | |
| Invesco Investment Services Invesco Small-Cap Value Fund | Mutual Funds | — | — | $2.1M | 3.2% | |
| S American Funds American Funds Bond Fund of America (American Funds) | Mutual Funds | — | — | $1.9M | 2.9% | |
| INDEXSELECT MODERATE RET FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $1.9M | 2.8% | |
| American Funds American Funds Strategic Bond Fund (American Funds) | Mutual Funds | — | — | $1.3M | 2.0% | |
| Blackrock iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $1.1M | 1.6% | |
| Blackrock iShares Russell Mid-Cap Index Fund | Common Collective Trusts | — | — | $843K | 1.3% | |
| through December 2029 - | Other securities | — | — | $715K | 1.1% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $707K | 1.1% | |
| ISHARES 2000 SMALLCAP BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $641K | 1.0% | |
| AMCENT MID CAP VALUE (IS PLTM) AMERICAN CENTURY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $465K | 0.7% | |
| INDEXSELECT MODERATE RET FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Pooled Separate Account | — | — | $428K | 0.6% | |
| Empower MassMutual Mid-Cap Growth Fund (MassMutual) | Other securities | — | — | $397K | 0.6% | |
| MASSMUTUTAL MIDCAP GROWTH MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $397K | 0.6% | |
| INVESCO DEVELOPING MARKETS R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $382K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4403657 / PN 303 | Pooled Separate Account | — | — | $254K | 0.4% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $219K | 0.3% | |
| Blackrock Strategic Income Opportunity Fund | Other securities | — | — | $217K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 90-0779283 / PN 424 | Pooled Separate Account | — | — | $193K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUNDC GREAT GRAY · EIN 81-4515825 / PN 312 | Pooled Separate Account | — | — | $25K | <0.1% | |
| INDEX SELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4393238 / PN 302 | Pooled Separate Account | — | — | $24K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 GREAT GRAY · EIN 81-4543855 / PN 314 | Pooled Separate Account | — | — | $13K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4386547 / PN 301 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Empower IndexSelect Conservative Retirement Fund (Great Gray Trust Co.) | Common Stocks | — | — | $6K | <0.1% | |
| INDECSELECT CONSERVATIVE RET FD GREAT GRAY · EIN 81-4509619 / PN 311 | Pooled Separate Account | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $5K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FD GREAT GRAY · EIN 81-4499160 / PN 310 | Pooled Separate Account | — | — | $4K | <0.1% | |
| T. Rowe Price T. Rowe Price Institutional Floating Rate Fund | Bonds / Notes | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 GREAT GRAY · EIN 81-4532033 / PN 313 | Pooled Separate Account | — | — | $2K | <0.1% |
