Paulette Huston signed Changepoint Integrated Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Changepoint Integrated Health's EIN is 86-0215065.
Download the official 2024 Form 5500 (PDF) for Changepoint Integrated Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Changepoint Integrated Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $5.7M | 95.0% | |
| 31 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2030 | Common Stocks | — | — | $1.1M | 19.0% | |
| 33 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2040 | Common Stocks | — | — | $1.0M | 17.4% | |
| 29 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2020 | Common Stocks | — | — | $593K | 9.9% | |
| 40 Ameritas Life Insurance Corporation Vanguard 500 Index, Admiral Shares | Common Collective Trusts | — | — | $325K | 5.4% | |
| 30 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2025 | Common Stocks | — | — | $276K | 4.6% | |
| 35 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2050 | Common Stocks | — | — | $261K | 4.3% | |
| 32 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2035 | Common Stocks | — | — | $222K | 3.7% | |
| 27 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2010 | Common Stocks | — | — | $216K | 3.6% | |
| 19 Ameritas Life Insurance Corporation Janus Henderson Global Technology Fund | Mutual Funds | — | — | $213K | 3.5% | |
| 34 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2045 | Common Stocks | — | — | $185K | 3.1% | |
| 21 Ameritas Life Insurance Corporation JP Morgan Large Cap Growth Fund | Common Stocks | — | — | $163K | 2.7% | |
| 44 *Ameritas Life Insurance Corp. Guaranteed Investment Account | Common Stocks | — | — | $158K | 2.6% | |
| Notes Receivable from Participants Maturing at various dates through 2029 -0- | Other securities | — | — | $145K | 2.4% | |
| 36 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2055 | Common Stocks | — | — | $139K | 2.3% | |
| 5 Ameritas Life Insurance Corporation American Funds Growth Fund of America | Mutual Funds | — | — | $122K | 2.0% | |
| 39 Ameritas Life Insurance Corporation T. Rowe Price Retirement Balanced | Common Stocks | — | — | $104K | 1.7% | |
| 41 Ameritas Life Insurance Corporation Vanguard International Bond Index ** 377 42 Ameritas Life Insurance Corporation Vanguard Total International Stock Index | Mutual Funds | — | — | $73K | 1.2% | |
| 20 Ameritas Life Insurance Corporation JP Morgan Equity Income | Common Stocks | — | — | $70K | 1.2% | |
| 1 Ameritas Life Insurance Corporation American Century Equity Income Fund | Common Stocks | — | — | $66K | 1.1% | |
| 37 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2060 | Common Stocks | — | — | $64K | 1.1% | |
| 14 Ameritas Life Insurance Corporation DFA Real Estate Securities | Mutual Funds | — | — | $57K | 0.9% | |
| 15 Ameritas Life Insurance Corporation Fidelity Advisor Small Cap | Mutual Funds | — | — | $53K | 0.9% | |
| 3 Ameritas Life Insurance Corporation American Century Midcap Value | Common Stocks | — | — | $51K | 0.9% | |
| 22 Ameritas Life Insurance Corporation Metwest Total Return Bond | Common Stocks | — | — | $42K | 0.7% | |
| 8 Ameritas Life Insurance Corporation BNY Mellion Natural Resources | Common Stocks | — | — | $36K | 0.6% | |
| 24 Ameritas Life Insurance Corporation MFS International Intrinsic Value | Mutual Funds | — | — | $34K | 0.6% | |
| 17 Ameritas Life Insurance Corporation FMI Common Stock | Common Stocks | — | — | $23K | 0.4% | |
| 7 Ameritas Life Insurance Corporation American Funds Small Cap World Class | Mutual Funds | — | — | $21K | 0.4% | |
| 23 Ameritas Life Insurance Corporation MFS International New Discovery | Mutual Funds | — | — | $20K | 0.3% | |
| 10 Ameritas Life Insurance Corporation Calvert VP SRI Balanced ** 224 11 Ameritas Life Insurance Corporation Carillon Eagle MidCap Growth | Common Stocks | — | — | $14K | 0.2% | |
| 43 Ameritas Life Insurance Corporation Wasatch Small Cap Growth | Common Stocks | — | — | $11K | 0.2% | |
| 38 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2065 | Common Stocks | — | — | $10K | 0.2% | |
| 25 Ameritas Life Insurance Corporation MFS Utilities | Mutual Funds | — | — | $10K | 0.2% | |
| 4 Ameritas Life Insurance Corporation American Century Small Cap Value | Common Stocks | — | — | $9K | 0.2% | |
| 6 Ameritas Life Insurance Corporation American Funds New World | Mutual Funds | — | — | $8K | 0.1% | |
| 12 Ameritas Life Insurance Corporation Delaware Ivy High Income Fund | Common Stocks | — | — | $8K | 0.1% | |
| 18 Ameritas Life Insurance Corporation Janus Henderson Flexible Bond | Mutual Funds | — | — | $6K | <0.1% | |
| 16 Ameritas Life Insurance Corporation Fidelity VIP Government Money Market | Mutual Funds | — | — | $3K | <0.1% | |
| 9 Ameritas Life Insurance Corporation Calvert Short Duration Income | Common Stocks | — | — | $3K | <0.1% | |
| 28 Ameritas Life Insurance Corporation T. Rowe Price Retirement 2015 | Common Stocks | — | — | $3K | <0.1% | |
| 26 Ameritas Life Insurance Corporation PIMCO Commodity Realre Turn Strategy Administrative | Mutual Funds | — | — | $2K | <0.1% | |
| 2 Ameritas Life Insurance Corporation American Century Government Bond | U.S. Treasuries | — | — | $2K | <0.1% | |
| 13 Ameritas Life Insurance Corporation DFA Inflation Protection Securities Portfolio | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
