Christina Rogers signed UOFL Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UOFL Health, Inc.'s EIN is 84-3125292.
Download the official 2024 Form 5500 (PDF) for UOFL Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UOFL Health, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I Class | Other securities | — | — | $9.9M | 26.8% | |
| Vanguard Institutional Index Institutional Shares | Mutual Funds | — | — | $4.7M | 12.6% | |
| PIMCO Total Return Institutional Class | Mutual Funds | — | — | $4.4M | 12.0% | |
| Fixed annuity contract * Lincoln National Life Insurance Company Lincoln Stable Value Account | Stable Value | — | — | $4.2M | 11.4% | |
| American Beacon Large Cap Value Class R6 | Mutual Funds | — | — | $3.6M | 9.8% | |
| American Funds Europacific Growth Class R6 | Mutual Funds | — | — | $2.5M | 6.8% | |
| T. Rowe Price Mid Cap Growth I Class | Other securities | — | — | $1.8M | 5.0% | |
| Vanguard Mid Cap Value Admiral Shares | Mutual Funds | — | — | $1.6M | 4.4% | |
| Vanguard Small Cap Growth Index Institutional Shares | Mutual Funds | — | — | $1.6M | 4.4% | |
| Delaware Small Cap Value Class R6 | Other securities | — | — | $1.3M | 3.4% | |
| Dodge & Cox International Stock Class X | Mutual Funds | — | — | $971K | 2.6% | |
| BlackRock Emerging Markets Inc K Shares | Common Stocks | — | — | $131K | 0.4% | |
| through November 17, 2028) -0- | Other securities | — | — | $87K | 0.2% | |
| Loomis Sayles Global Bond Class N | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
