Cynthia Patterson signed Prisma Health's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prisma Health's EIN is 82-2595551.
Download the official 2023 Form 5500 (PDF) for Prisma Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Prisma Health's plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE INVESTMENT MANAGEMENT LLC | 82-2405817 | — | INVESTMENT MANAGEMENT | $616K | — |
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.
| WILLIAM BLAIR | 47-2614791 | — | INVESTMENT MANAGEMENT | $214K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | INVESTMENT MANAGEMENT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $309K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S&P 500 R FLAGSHIP CLASS N STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | $42.9M | $71.4M | 16.9% | |
| ARROWSTREET GLOBAL EQUITY ACWI ARROWSTREET · EIN 37-6607043 / PN 002 | Common Collective Trust | — | $38.9M | $52.1M | 12.3% | |
| BPIF Non-Taxable L.P. | Other securities | — | $16.2M | $35.4M | 8.4% | |
| WILLIAM BLAIR CIT WILLIAM BLAIR · EIN 27-6331814 / PN 012 | Common Collective Trust | — | $20.0M | $32.2M | 7.6% | |
| 20 PLUS YEAR US TREASURY STRIPS STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 169 | Common Collective Trust | — | $50.1M | $31.1M | 7.3% | |
| US Treasury Bond | U.S. Treasuries | — | $13.7M | $14.1M | 3.3% | |
| Allspring Government Money Market Fund | Cash / Money Market | — | $12.7M | $12.7M | 3.0% | |
| GLOBAL ALPHA INTL SMALL CAP F GLOBAL ALPHA · EIN 30-0958532 / PN 001 | 103-12 Investment Entity | — | $9.1M | $9.2M | 2.2% | |
| US Treasury Note | U.S. Treasuries | — | $8.0M | $8.3M | 2.0% | |
| US Treasury Bond | U.S. Treasuries | — | $8.0M | $8.2M | 1.9% | |
| BOSTON TR WALDEN COLLECTIVE INVT TR BOSTON TRUST · EIN 85-6529039 / PN 001 | Common Collective Trust | — | $5.3M | $6.5M | 1.5% | |
| US Treasury Bond | U.S. Treasuries | — | $5.1M | $5.3M | 1.3% | |
| US Treasury Bond | U.S. Treasuries | — | $4.0M | $3.9M | 0.9% | |
| Reynolds American Inc | Common Stocks | — | $2.1M | $1.8M | 0.4% | |
| Goldman Sachs Capital Inc | Common Stocks | — | $1.9M | $1.8M | 0.4% | |
| US Treasury Note | U.S. Treasuries | — | $1.8M | $1.8M | 0.4% | |
| AT&T Inc | Common Stocks | — | $2.0M | $1.7M | 0.4% | |
| Hess Corp | Common Stocks | — | $1.7M | $1.6M | 0.4% | |
| State of Israel | Other securities | — | $1.5M | $1.5M | 0.4% | |
| CVS Health Corp | Common Stocks | — | $1.6M | $1.5M | 0.4% | |
| Anheuser-Busch | Other securities | — | $1.5M | $1.5M | 0.4% | |
| CVS Health Corp | Common Stocks | — | $1.8M | $1.5M | 0.3% | |
| US Treasury Note | U.S. Treasuries | — | $1.4M | $1.4M | 0.3% | |
| Saudi International Bond | Other securities | — | $1.3M | $1.4M | 0.3% | |
| Time Warner Cable Inc | Common Stocks | — | $1.8M | $1.4M | 0.3% | |
| HSBC Bank USA N.A. | Other securities | — | $1.5M | $1.3M | 0.3% | |
| JBS USA Lux SA | Common Stocks | — | $1.1M | $1.2M | 0.3% | |
| Warner Media Holdings Inc | Common Stocks | — | $1.4M | $1.2M | 0.3% | |
| Oracle Corp | Common Stocks | — | $1.2M | $1.2M | 0.3% | |
| Wachovia Bank N.A. | Other securities | — | $1.4M | $1.1M | 0.3% | |
| Broadcom Inc | Common Stocks | — | $1.0M | $1.1M | 0.3% | |
| Heinz (H.J.) Finance Co | Common Stocks | — | $1.1M | $941K | 0.2% | |
| Altria Group Inc | Common Stocks | — | $831K | $935K | 0.2% | |
| Northrop Grumman Corp | Common Stocks | — | $893K | $909K | 0.2% | |
| Unitedhealth Group Inc | Common Stocks | — | $866K | $900K | 0.2% | |
| Time Warner Cable Inc | Common Stocks | — | $1.1M | $899K | 0.2% | |
| Energy Transfer Partners | Other securities | — | $924K | $898K | 0.2% | |
| Energy Transfer Partners | Other securities | — | $1.1M | $897K | 0.2% | |
| Comcast Corp | Common Stocks | — | $1.2M | $896K | 0.2% | |
| Paramount Global | Other securities | — | $914K | $859K | 0.2% | |
| United Technologies Corp | Common Stocks | — | $1.1M | $842K | 0.2% | |
| Verizon Communications | Other securities | — | $966K | $820K | 0.2% | |
| Humana Inc. | Common Stocks | — | $922K | $794K | 0.2% | |
| Morgan Stanley | Other securities | — | $751K | $773K | 0.2% | |
| Scentre Group Trust 2 | Common Stocks | — | $800K | $769K | 0.2% | |
| Charter Comm Opt LLC/Cap | Other securities | — | $775K | $741K | 0.2% | |
| Anheuser-Busch | Other securities | — | $841K | $739K | 0.2% | |
| Sprint Spectrum / Spec I | Other securities | — | $762K | $727K | 0.2% | |
| Merrill Lynch & Co | Common Stocks | — | $857K | $720K | 0.2% | |
| AstraZeneca PLC | Common Stocks | — | $859K | $714K | 0.2% |
