Emily Zondervan signed Illuminate Healthcare's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Illuminate Healthcare's EIN is 82-0736707.
Download the official 2022 Form 5500 (PDF) for Illuminate Healthcare from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Illuminate Healthcare's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds Trgt Dte Rtm 2030 R6 Fd | Other securities | — | — | $941K | 19.8% | |
| Am Fds Trgt Dte Rtm 2045 R6 Fd | Other securities | — | — | $671K | 14.1% | |
| Am Fds Trgt Dte Rtm 2025 R6 Fd | Other securities | — | — | $476K | 10.0% | |
| Am Fds Trgt Dte Rtm 2040 R6 Fd | Other securities | — | — | $465K | 9.8% | |
| Am Fds Trgt Dte Rtm 2050 R6 Fd | Other securities | — | — | $431K | 9.1% | |
| Am Fds Trgt Dte Rtm 2035 R6 Fd | Other securities | — | — | $406K | 8.5% | |
| Am Fds Trgt Dte Rtm 2055 R6 Fd | Other securities | — | — | $318K | 6.7% | |
| Vanguard Group VanguardTI Stk Mkt Inx Adm Fd | Mutual Funds | — | — | $164K | 3.5% | |
| Am Fds Bd Fd of Am R6 Fd * 600 Am Fds Trgt Dte Rtm 2020 R6 Fd | Other securities | — | — | $164K | 3.4% | |
| Lord Abbett & Co., LLC Lord Abbett Sht Drtn Inc R6 Fd | Mutual Funds | — | — | $124K | 2.6% | |
| Am Fds Trgt Dte Rtm 2060 R6 Fd | Other securities | — | — | $110K | 2.3% | |
| JPMorgan Investment Mgmt Inc. JPMorgan Large Cap Gr R6 Fd | Common Stocks | — | — | $109K | 2.3% | |
| Participants Participant notes receivable - Various maturities with interest rates from 5.25 to 9.75 percent - | Other securities | — | — | $104K | 2.2% | |
| Columbia Management Advisors Columbia Div Income I3 Fund | Other securities | — | — | $57K | 1.2% | |
| Buffalo Funds Buffalo Small Cap Inst Fund | Other securities | — | — | $57K | 1.2% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $25K | 0.5% | |
| MFS Investment Management MFS New Discovery Value R6 Fd | Mutual Funds | — | — | $18K | 0.4% | |
| Fidelity Management & Research Fidelity Extended Mkt Idx Fd | Common Collective Trusts | — | — | $16K | 0.3% | |
| Am Fds Trgt Dte Rtm 2065 R6 Fd | Other securities | — | — | $15K | 0.3% | |
| DFA Global Equity I Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $9K | 0.2% | |
| BlackRock Advisors, LLC iShs Russ 2000 SC Index K Fund | Other securities | — | — | $6K | 0.1% | |
| William Blair William Blair Intl Ldrs I Fd * 413 Kopernik Funds Kopernik Global All Cap I Fund | Other securities | — | — | $5K | 0.1% | |
| Lord Abbett High Yield R6 Fund * 29 American Funds Amer Fund Cap Wld Bnd R6 Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Delaware Ivy Delaware Ivy Sys Em Mk Eq R6 | Other securities | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors DFA International Value I Fund * 580 DFA US Vector Eq Prtf Inst Fd | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
