Dennise Erwin signed Beyond Health Management Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beyond Health Management Solutions, LLC's EIN is 83-0800233.
Download the official 2024 Form 5500 (PDF) for Beyond Health Management Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beyond Health Management Solutions, LLC'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.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 40-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 89.8% | |
| IndexSelect MODERATE 2045 I | Other securities | — | — | $338K | 28.7% | |
| IndexSelect MODERATE 2035 I | Other securities | — | — | $128K | 10.9% | |
| Vanguard 500 INDEX ADM | Common Collective Trusts | — | — | $120K | 10.2% | |
| * MassMutual FIXED ACCOUNT | Insurance Contracts | — | — | $119K | 10.1% | |
| IndexSelect MODERATE RETIREMENT I | Other securities | — | — | $117K | 9.9% | |
| IndexSelect MODERATE 2055 I | Other securities | — | — | $93K | 7.9% | |
| American Funds AMERICAN FUNDS THE GROWTH FUND OF AMERICA R6 | Mutual Funds | — | — | $62K | 5.3% | |
| Vanguard TOTAL INSTL STOCK ADM | Mutual Funds | — | — | $35K | 3.0% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS R6 | Mutual Funds | — | — | $26K | 2.2% | |
| Vanguard MID-CAP INDEX ADM | Mutual Funds | — | — | $22K | 1.9% | |
| Invesco SMALL CAP GROWTH R6 | Mutual Funds | — | — | $22K | 1.9% | |
| PIMCO TOTAL RETURN INST | Mutual Funds | — | — | $21K | 1.8% | |
| Vanguard SMALL-CAP INDEX ADM | Mutual Funds | — | — | $16K | 1.3% | |
| IndexSelect CONSERVATIVE 2045 I | Other securities | — | — | $13K | 1.1% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Pooled Separate Accounts | — | — | $11K | 0.9% | |
| MassMutual DIVERSIFIED VALUE I | Other securities | — | — | $9K | 0.8% | |
| MassMutual GLOBAL I | Other securities | — | — | $7K | 0.6% | |
| MassMutual CORE BOND I | Other securities | — | — | $6K | 0.5% | |
| JP Morgan JP MORGAN MID CAP GROWTH R6 | Other securities | — | — | $5K | 0.4% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $5K | 0.4% | |
| Invesco REAL ESTATE R6 | Mutual Funds | — | — | $3K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
