Carolyn Mortensen signed San Luis Valley Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
San Luis Valley Health's EIN is 84-0255530.
Download the official 2024 Form 5500 (PDF) for San Luis Valley Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Luis Valley Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
