Michelle VOSS signed Cottage Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cottage Health's EIN is 77-0431902.
Download the official 2024 Form 5500 (PDF) for Cottage Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cottage Health's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 |
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.
| — |
| NONE |
| $3.0M |
| — |
| MILL POINT CAPITAL PARTNERS II-A | 85-3386561 | — | NONE | $122K | — |
| EMK CAPITAL PARTNERS II - B, LP | 98-1539717 | — | NONE | $55K | — |
| REAMS ASSET MANAGEMENT | 02-0782928 | — | NONE | $19K | — |
| AEA INVESTORS SBF IV LP | 98-1467089 | — | NONE | $12K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH & MGMT. INC | 04-2955404 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $768K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $248K | — |
| ADVENT INTERNATIONAL GPE X-C LIMITE | 98-1635891 | — | NONE | $186K | — |
| STGVI-A, L.P | 85-1749593 | — | NONE | $153K | — |
| FRONTEC XII PRIVATE CAPITAL (PARALL | 87-2207464 | — | NONE | $101K | — |
| UNICORN PARTNERS FUND IV LP | 98-1599754 | — | NONE | $60K | — |
| 5Y CAPITAL EVOLUTION | 98-1598026 | — | NONE | $59K | — |
| PONTIFAX GLOBAL FOOD AND AGRICULTUR | 84-3259142 | — | NONE | $51K | — |
| DALFEN LAST MILE INDUSTRIAL FUND IV | 82-4680768 | — | NONE | $50K | — |
| BAIN CAPITAL FUND XIII, LP | 61-1985674 | — | NONE | $41K | — |
| 5Y CAPITAL GROWTH | 98-1598041 | — | NONE | $41K | — |
| THOMA BRAVO FUND XIV-A, LP | 85-0597268 | — | NONE | $32K | — |
| BOND II, LP | 86-2055105 | — | NONE | $27K | — |
| UNICORN PARTNERS FUND III, LP | 98-1487008 | — | NONE | $16K | — |
| KLCP OFFSHORE FUND LP | 98-1523382 | — | NONE | $10K | — |
| OCEAN AVENUE FUND IV CAYMAN, LP | 98-1466303 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GLOBAL SELECT EQUITY JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | — | $132.8M | 14.9% | |
| CF JPMCB GLOBAL SEL EQY FND- INV CL | Other securities | — | $106.6M | $132.8M | 14.9% | |
| U.S. ACTIVE CORE EQUITY JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $108.1M | $125.8M | 14.1% | |
| LONG SECURIT FD-INVT SH CL JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $87.7M | $88.7M | 10.0% | |
| LONG DURATION INVESTMENT GRADE JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $83.0M | $83.6M | 9.4% | |
| FUT MAR 25 CBT UL T-BONDS | U.S. Treasuries | — | $60.2M | $58.5M | 6.6% | |
| LONG CREDIT- INVEST CLASS JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $53.4M | $54.0M | 6.1% | |
| INTERNATIONAL EQUITY FUND - INVEST JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | — | $51.3M | 5.8% | |
| CF JPMCB INTER EQ FND -INVEST CLASS | Other securities | — | $50.9M | $51.3M | 5.8% | |
| GROWTH ADVANTAGE JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $32.4M | $49.3M | 5.5% | |
| NT COLLECTIVE GOVT SHORT TERM INVT FD | Common Collective Trusts | — | $46.7M | $46.7M | 5.2% | |
| VALUE ADVANTAGE JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $35.3M | $45.9M | 5.2% | |
| CF JPMCB EME MKT RES ENHA EQ FD- INV | Other securities | — | $39.9M | $40.9M | 4.6% | |
| EMERGING MARKETS RESEARCH ENHANCED JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | — | $40.9M | 4.6% | |
| MID CAP EQUITY INDEX - INV JPMORGAN CHASE BANK, N.A. · EIN 77-0431902 / PN 001 | Common Collective Trust | — | $21.6M | $21.1M | 2.4% | |
| COTTAGE HEALTH SYSTEM PARTICIPANTLOANS | Participant loans | — | $10.6M | $10.6M | 1.2% | |
| ANCHORAGE CREDIT OPPORTUNITIES OFFSHOREFUND VIII (B) LP | Other securities | — | $5.2M | $6.8M | 0.8% | |
| THOMA BRAVO FUND XV-A, L.P. | Other securities | — | $4.6M | $6.1M | 0.7% | |
| USD - United States dollar | Other securities | — | $6.1M | $6.1M | 0.7% | |
| CERBERUS REAL ESTATE DEBT FUND II LP | Other securities | — | $5.3M | $5.8M | 0.7% | |
| DALFEN LAST MILE INDUSTRIAL FUND IV LP | Other securities | — | $3.7M | $5.3M | 0.6% | |
| KING STREET GLOBAL DRAWDOWN FUND(OFFSHORE) II, L.P. | Other securities | — | $4.8M | $5.3M | 0.6% | |
| FRONTENAC XII PRIVATE CAPITAL (PARALLEL)LP | Other securities | — | $4.0M | $4.9M | 0.6% | |
| KLCP OFFSHORE FUND LP | Other securities | — | $3.1M | $4.8M | 0.5% | |
| LYRICAL-ANTHEUS REALTY PARTNERS IV LP | Other securities | — | $2.7M | $4.8M | 0.5% | |
| CASTLELAKE OPPORTUNISTIC ASSET SOLUTIONSVI, L.P | Other securities | — | $3.9M | $4.7M | 0.5% | |
| MILL POINT CAPITAL PARTNERS II-A, LP | Other securities | — | $3.4M | $4.5M | 0.5% | |
| SPARK CAPITAL GROWTH FUND IV, L.P. | Other securities | — | $4.1M | $4.5M | 0.5% | |
| Thoma Bravo Fund XIV-A, L.P. | Other securities | — | $3.6M | $4.4M | 0.5% | |
| ADVENT INTERNATIONAL GPE X-C LIMITEDPARTNERSHIP | Other securities | — | $3.4M | $4.4M | 0.5% | |
| STG VI-A, L.P. | Other securities | — | $3.1M | $4.1M | 0.5% | |
| BOND II LP | Other securities | — | $4.6M | $4.1M | 0.5% | |
| BAIN CAPITAL FUND XIII, LP | Other securities | — | $3.2M | $3.8M | 0.4% | |
| InSolve Global Credit Feeder Fund VI,L.P. | Other securities | — | $3.4M | $3.4M | 0.4% | |
| UNITED STATES OF AMER TREAS NOTES 4.25%01-31-2026 | U.S. Treasuries | — | $2.8M | $2.8M | 0.3% | |
| LAKESTAR GROWTH I LP | Other securities | — | $1.9M | $2.7M | 0.3% | |
| EMK CAPITAL PARTNERS II - B, LP (EUR) | Other securities | — | $2.2M | $2.7M | 0.3% | |
| GLENDOWER CAPITAL SOF IV (FEEDER) LP | Other securities | — | $1.1M | $2.7M | 0.3% | |
| UNICORN PARTNERS FUND IV, LP | Other securities | — | $2.3M | $2.6M | 0.3% | |
| MERITECH CAPITAL PARTNERS VII L.P. | Other securities | — | $2.3M | $2.5M | 0.3% | |
| UNICORN PARTNERS FUND III, LP | Other securities | — | $1.9M | $2.4M | 0.3% | |
| SW EUROPEAN II FEEDER LP | Other securities | — | $2.5M | $2.3M | 0.3% | |
| AEA INVESTORS SBF IV LP | Other securities | — | $1.6M | $2.2M | 0.3% | |
| OCEAN AVENUE FUND IV, LP | Other securities | — | $464K | $2.2M | 0.2% | |
| SPARK CAPITAL GROWTH FUND III LP | Other securities | — | $1.2M | $1.9M | 0.2% | |
| 5Y CAPITAL EVOLUTION FUND II, LP | Other securities | — | $1.5M | $1.8M | 0.2% | |
| SPARK CAPITAL VII, LP | Other securities | — | $1.9M | $1.7M | 0.2% | |
| XIANG HE FUND II, LP | Other securities | — | $1.4M | $1.6M | 0.2% | |
| CF ORCHARD LANDMARK LIMITED CLASS A UNRESTRICTED 11/2022 | Other securities | — | $1.8M | $1.6M | 0.2% | |
| SANDTON CAPITAL SOLUTIONS OFFSHORE FUNDVI, LP | Other securities | — | $1.7M | $1.6M | 0.2% |
