LISA Guzman signed Pipeline Health System Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pipeline Health System Holdings, LLC's EIN is 83-2843667.
Download the official 2024 Form 5500 (PDF) for Pipeline Health System Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pipeline Health System Holdings, LLC's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $218K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $56K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $208 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $8.6M | 11.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $7.0M | 9.2% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $6.8M | 8.9% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $6.5M | 8.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $5.6M | 7.4% | |
| ALGER CAPITAL APPRECIATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 091 | Pooled Separate Account | — | — | $5.1M | 6.7% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $5.1M | 6.7% | |
| Transamerica Stable Value Strategy Account Group Annuity Contract | Stable Value | — | — | $5.0M | 6.5% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $4.3M | 5.6% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $4.2M | 5.5% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $2.9M | 3.8% | |
| COLUMBIA DIVIDEND INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 938 | Pooled Separate Account | — | — | $2.4M | 3.2% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $2.2M | 2.9% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $1.4M | 1.9% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1.0M | 1.3% | |
| DFA EMERGING MRKTS PORTFOLIO RET AC TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $851K | 1.1% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $773K | 1.0% | |
| BLACKROCK HLTH SCNCS OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 844 | Pooled Separate Account | — | — | $698K | 0.9% | |
| MFS MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 384 | Pooled Separate Account | — | — | $682K | 0.9% | |
| T. ROWE PRICE INTERNATNL DISCOVERY TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 780 | Pooled Separate Account | — | — | $562K | 0.7% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $550K | 0.7% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $481K | 0.6% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $346K | 0.5% | |
| Invesco Discovery Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $162K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $72K | <0.1% | |
| PGIM TOTAL RET BD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | INVESTMENT ADVISORY | $49K | — |
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY PLAN | $39K | — |
