IRIA Nishimura signed Willamette Valley Hospice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willamette Valley Hospice, Inc.'s EIN is 93-0738493.
Download the official 2024 Form 5500 (PDF) for Willamette Valley Hospice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willamette Valley Hospice, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER/BOOKKEEPER | $6K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option*** - | Common Stocks | — | — | $2.0M | 26.7% | |
| PIMCO Funds Income Fund - | Mutual Funds | — | — | $840K | 11.4% | |
| Vanguard Group Vanguard Value Index Adm Fund - | Mutual Funds | — | — | $704K | 9.6% | |
| Vanguard Group Vanguard Growth Index Adm Fund - | Mutual Funds | — | — | $686K | 9.3% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd - | Mutual Funds | — | — | $676K | 9.2% | |
| Vanguard Group Vanguard Int-TM Bd Idx Adm Fd - | Common Collective Trusts | — | — | $415K | 5.7% | |
| Metropolitan Life Insurance Co. Total Return Bond Fund - | Common Stocks | — | — | $413K | 5.6% | |
| Vanguard Group Vanguard 500 Index Admiral Fd - | Common Collective Trusts | — | — | $371K | 5.1% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund - | Mutual Funds | — | — | $352K | 4.8% | |
| Vanguard Group Vanguard Midcap Val Index Adm Fd - | Mutual Funds | — | — | $352K | 4.8% | |
| Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd - | Common Collective Trusts | — | — | $335K | 4.6% | |
| Vanguard Group Vanguard Midcp Grth Idx Adm Fd - | Common Collective Trusts | — | — | $239K | 3.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
