Gretchen HIND signed Multicare Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Multicare Health System's EIN is 91-1352172.
Download the official 2024 Form 5500 (PDF) for Multicare Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Multicare Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $1.1M | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $445K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $200.2M | 17.2% | |
| Vanguard Institutional Index Instl PI | Mutual Funds | — | — | $148.6M | 12.8% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $72.7M | 6.2% | |
| Vanguard Instl Trgt Retire 2045 Instl | Mutual Funds | — | — | $66.3M | 5.7% | |
| Vanguard Instl Trgt Retire 2050 Instl | Mutual Funds | — | — | $62.5M | 5.4% | |
| Vanguard Instl Trgt Retire 2035 Instl | Mutual Funds | — | — | $57.6M | 4.9% | |
| Vanguard Instl Trgt Retire 2040 Instl | Mutual Funds | — | — | $57.3M | 4.9% | |
| Group fixed annuity contracts * Empower Select Guaranteed Fund | Common Stocks | — | — | $53.0M | 4.6% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $50.4M | 4.3% | |
| Vanguard Instl Trgt Retire 2030 Instl | Mutual Funds | — | — | $49.1M | 4.2% | |
| Vanguard Instl Trgt Retire 2055 Instl | Mutual Funds | — | — | $46.5M | 4.0% | |
| Fidelity International Index | Mutual Funds | — | — | $43.9M | 3.8% | |
| Registered investment companies American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $33.1M | 2.8% | |
| Vanguard Instl Trgt Retire 2025 Instl | Mutual Funds | — | — | $31.1M | 2.7% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $29.4M | 2.5% | |
| Vanguard Real Estate Index Institutional | Mutual Funds | — | — | $26.1M | 2.2% | |
| Vanguard Instl Trgt Retire 2060 Instl | Mutual Funds | — | — | $23.7M | 2.0% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $19.1M | 1.6% | |
| Vanguard Inflation-Protected Secs I | Mutual Funds | — | — | $17.5M | 1.5% | |
| Self-directed brokerage account Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $16.2M | 1.4% | |
| Vanguard Instl Trgt Retire 2020 Instl | Mutual Funds | — | — | $14.8M | 1.3% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $14.5M | 1.2% | |
| maturing through December 2039 0 | Other securities | — | — | $11.4M | 1.0% | |
| Vanguard Instl Trgt Retire 2065 Instl | Mutual Funds | — | — | $7.3M | 0.6% | |
| VALIC Variable Annuity Life Insurance Company Fixed Account Plus | Common Stocks | — | — | $1.7M | 0.1% | |
| JP Morgan JPMORGAN EQUITY IDX I | Common Collective Trusts | — | — | $997K | <0.1% | |
| VALIC Variable Annuity Life Insurance Company Fixed Interest Option | Common Stocks | — | — | $989K | <0.1% | |
| American Funds AMER FUNDS AMCAP R4 | Mutual Funds | — | — | $755K | <0.1% | |
| SCIENCE & TECHNOLOGY FUND THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $610K | <0.1% | |
| Pioneer Y | Other securities | — | — | $487K | <0.1% | |
| BNY Mellon BNY MELLON INTL STOCK IDX INV | Common Collective Trusts | — | — | $443K | <0.1% | |
| BNY Mellon BNY MELLON MID CAP INDEX INVES | Other securities | — | — | $434K | <0.1% | |
| BNY Mellon BNY MELLON BOND MARKET INDEX I | Other securities | — | — | $424K | <0.1% | |
| American Funds AMER FDS CAP WORLD GRTH INC R4 | Mutual Funds | — | — | $408K | <0.1% | |
| American Funds AMER FUNDS AMER BAL R4 | Mutual Funds | — | — | $354K | <0.1% | |
| GROWTH FUND THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $354K | <0.1% | |
| STOCK INDEX FUND THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $320K | <0.1% | |
| BNY Mellon BNY MELLON SML CAP STK IDX INV | Common Collective Trusts | — | — | $299K | <0.1% | |
| BNY Mellon BNY MELLON TECHNOLOGY GRWTH A | Other securities | — | — | $264K | <0.1% | |
| JP Morgan JP MORGAN MID CAP VAL I | Other securities | — | — | $223K | <0.1% | |
| VALIC Variable Annuity Life Insurance Company Fixed Collateral Fund | Common Stocks | — | — | $206K | <0.1% | |
| LOAN COLLATERAL FUND THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $204K | <0.1% | |
| Davis NY DAVIS NY VENTURE Y | Other securities | — | — | $193K | <0.1% | |
| American Beacon AMERICAN BEACON SM CAP VAL INV | Other securities | — | — | $190K | <0.1% | |
| LARGE CAPITAL GROWTH THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $157K | <0.1% | |
| LOAN COLLATERAL FUND THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $145K | <0.1% | |
| MID CAP INDEX FUND THE VARIABLE ANNUITY INSURANCE CO · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $126K | <0.1% | |
| American Funds AMERICAN FUNDS EUPAC R4 | Mutual Funds | — | — | $112K | <0.1% | |
| JP Morgan JP MORGAN DIVER MID CAP GR I | Other securities | — | — | $102K | <0.1% | |
| JP Morgan JP MORGAN SM CAP EQ SEL | Other securities | — | — | $100K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $10K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABSOLUTE CAPITAL MANAGMENT LLC | 25-1879568 | — | NONE | $7K | — |
| HOHIMER WEALTH MANAGEMENT LLC | 83-2676110 | — | NONE | $4K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
| DRIVEN INVESTMENTS LLC | 85-1639367 | — | NONE | $613 | — |
