Cohere Health, Inc.'s EIN is 84-2393515.
Download the official 2024 Form 5500 (PDF) for Cohere Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cohere Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $35K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $17.1M | 98.7% | |
| Fidelity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $2.7M | 15.6% | |
| Nuveen Lifecycle Index 2050 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.0M | 11.8% | |
| Nuveen Lifecycle Index 2045 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.0M | 11.4% | |
| Nuveen Lifecycle Index 2040 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 8.5% | |
| Nuveen Lifecycle Index 2035 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $844K | 4.9% | |
| Nuveen Lifecycle Index 2060 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $711K | 4.1% | |
| Nuveen Lifecycle Index 2030 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $631K | 3.6% | |
| JPMorgan Large Cap Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $560K | 3.2% | |
| Nuveen Lifecycle Index 2025 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $457K | 2.6% | |
| Nuveen Lifecycle Index Retirement Inc R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $413K | 2.4% | |
| Vanguard Small Cap Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $370K | 2.1% | |
| JHancock Bond R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $317K | 1.8% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $312K | 1.8% | |
| Fidelity US Bond Index Pooled Separate Account | Pooled Separate Accounts | — | — | $277K | 1.6% | |
| Nuveen Lifecycle Index 2065 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $244K | 1.4% | |
| Vanguard Equity Income Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $227K | 1.3% | |
| through December 2029 - | Other securities | — | — | $205K | 1.2% | |
| Fidelity International Index Pooled Separate Account | Pooled Separate Accounts | — | — | $201K | 1.2% | |
| Thornburg Strategic Income R5 Pooled Separate Account | Pooled Separate Accounts | — | — | $148K | 0.9% | |
| Goldman Sachs International Equity Insight Ins Pooled Separate Account | Pooled Separate Accounts | — | — | $118K | 0.7% | |
| DWS RReef Real Assets Instl Pooled Separate Account | Pooled Separate Accounts | — | — | $85K | 0.5% | |
| Goldman Sachs Abs Rtn Tracker I Pooled Separate Account | Pooled Separate Accounts | — | — | $59K | 0.3% | |
| Fidelity Advisor Focus Emerging Market I Pooled Separate Account | Pooled Separate Accounts | — | — | $52K | 0.3% | |
| Loomis Sayles Inflation Protection Securities N Pooled Separate Account | Pooled Separate Accounts | — | — | $48K | 0.3% | |
| Invesco Gold & Spcl Mmrls Y Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 0.2% | |
| Apex Standard Stable Asset A1 Guaranteed Investment Account | Other securities | — | — | $21K | 0.1% | |
| Nuveen Real Estate Securities R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWLEVE POINTS WEALTH MANAGEMENT | 46-5061538 | — | INVESTMENT ADVISORY | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MGT LLC | 46-5061538 | — | NONE | $23K | — |
