Cheryl Bazzell signed MD Helicopters, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MD Helicopters, LLC's EIN is 88-2943609.
Download the official 2024 Form 5500 (PDF) for MD Helicopters, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MD Helicopters, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Fund Index Select Mutual funds | Common Collective Trusts | — | $718K | $1.9M | 23.4% | |
| Date Current Value of Asseton Transaction$ (g) Cost ofAsset | Other securities | — | $905K | $707K | 8.7% | |
| Victory Core Plus Intermediate Bond Fund Mutual funds | Other securities | — | $714K | $696K | 8.5% | |
| JPMorgan Equity Income Fund Class I Mutual funds | Other securities | — | $444K | $556K | 6.8% | |
| Vanguard Mid Cap Index Fund Class Adm Mutual funds | Common Collective Trusts | — | $300K | $495K | 6.1% | |
| I Shares Core Total U.S. Aggregate Bond ETF Mutual funds | Other securities | — | $517K | $451K | 5.5% | |
| Blackrock Tactical Opportunities Fund Mutual funds | Other securities | — | $405K | $436K | 5.4% | |
| T. Rowe Price Large CP Growth Fund Class I Mutual funds | Other securities | — | $243K | $427K | 5.2% | |
| Baird Short-Term Bond Fund Class Institutional Mutual funds | Other securities | — | $433K | $420K | 5.2% | |
| Metropolitan West Unconstrained Bond Fund Class I Mutual funds | Other securities | — | $467K | $412K | 5.1% | |
| JPMorgan Small Cap Equity Fund Class I Mutual funds | Other securities | — | $346K | $329K | 4.0% | |
| Professionally Managed Osterweis Strategic Mutual funds | Other securities | — | $320K | $319K | 3.9% | |
| Blackrock Systematic Multi-Strategy Mutual funds | Other securities | — | $287K | $288K | 3.5% | |
| Schwab Intermediate-Term U.S. Treasury ETF Mutual funds | Mutual Funds | — | $273K | $250K | 3.1% | |
| Vanguard Short-Term Inflation Protected Mutual funds | Mutual Funds | — | $203K | $202K | 2.5% | |
| Blackrock Strategic Income Opportunities Mutual funds | Other securities | — | $192K | $198K | 2.4% | |
| Vanguard Total International Stock Index Mutual funds | Mutual Funds | — | $177K | $194K | 2.4% | |
| Dodge & Cox Income Fd COM #147 Mutual funds | Mutual Funds | — | $190K | $193K | 2.4% | |
| Schwab Long-Term U.S. Treasury ETF Mutual funds | Mutual Funds | — | $197K | $165K | 2.0% | |
| U.S. Treasury Note DTD 1/15/2025 U.S. government securities | U.S. Treasuries | — | $70K | $75K | 0.9% | |
| I Shares 1-3 Year Treasury Bond Mutual funds | U.S. Treasuries | — | $65K | $66K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
