Dameron Hospital Association's EIN is 94-1201197.
Download the official 2024 Form 5500 (PDF) for Dameron Hospital Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dameron Hospital Association's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE | 74-1625348 | — | NONE | $49K | — |
| VALIC RETIREMENT SERVICES CO. | 51-0396365 | — | NONE | $13K | — |
| NEW YORK LIFE INSURANCE & ANNUITY | 13-3044743 | — | NONE | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| NEW YORK LIFE & ANNUITY CORP | DIRECT AND INDIRECT COMPENSATION |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIXED ACCOUNT PLUS Guaranteed Insurance Contract N/A | Other securities | — | — | $9.6M | 12.3% | |
| MainStay VP Moderate Allocation Registered Investment Company N/A | Common Stocks | — | — | $5.6M | 7.1% | |
| PSA MAINSTAY VP MODERATE ALLOCATION · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $5.6M | 7.1% | |
| MainStay VP Fidelity Institutional AM® Utilities Registered Investment Company N/A | Mutual Funds | — | — | $5.2M | 6.7% | |
| PSA MAINSTAY VP FIDELITY INSTITUTIONAL AM UTILITIES · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $5.2M | 6.7% | |
| Fixed Acct 1yr Guaranteed Insurance Contract N/A | Other securities | — | — | $4.3M | 5.5% | |
| PSA THE VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $4.3M | 5.5% | |
| BNY MELLON S&P 500 INDEX Registered Investment Company N/A | Common Collective Trusts | — | — | $2.3M | 2.9% | |
| STOCK INDEX FUND Registered Investment Company N/A | Common Collective Trusts | — | — | $2.2M | 2.9% | |
| MainStay VP Natural Resources Registered Investment Company N/A | Common Stocks | — | — | $2.2M | 2.8% | |
| PSA MAINSTAY VP NATURAL RESOURCES · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $2.2M | 2.8% | |
| BlackRock Global Allocation V.I. Fund Registered Investment Company N/A | Common Stocks | — | — | $2.1M | 2.7% | |
| PSA BLACKROCK GLOBAL ALLOCATION V.I. FUND · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $2.1M | 2.7% | |
| MainStay VP Epoch U.S. Equity Yield Registered Investment Company N/A | Common Stocks | — | — | $1.9M | 2.4% | |
| PSA MAINSTAY VP EPOCH U.S. EQUITY YIELD · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.9M | 2.4% | |
| MainStay VP S&P 500 Index Guaranteed Insurance Contract N/A | Common Collective Trusts | — | — | $1.8M | 2.3% | |
| PSA MAINSTAY VP S&P 500 INDEX · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.8M | 2.3% | |
| MainStay VP Balanced Registered Investment Company N/A | Common Stocks | — | — | $1.5M | 1.9% | |
| PSA MAINSTAY VP BALANCED · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| Fidelity® VIP ContrafundSM Registered Investment Company N/A | Mutual Funds | — | — | $1.5M | 1.9% | |
| PSA FIDELITY(R) VIP CONTRAFUNDSM · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| MainStay VP MacKay Convertible Registered Investment Company N/A | Common Stocks | — | — | $1.4M | 1.8% | |
| PSA MAINSTAY VP MACKAY CONVERTIBLE · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| MID CAP INDEX FUND Registered Investment Company N/A | Common Collective Trusts | — | — | $1.4M | 1.7% | |
| MainStay VP Wellington U.S. Equity Registered Investment Company N/A | Common Stocks | — | — | $1.3M | 1.6% | |
| PSA MAINSTAY VP WELLINGTON U.S. EQUITY · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.3M | 1.6% | |
| Fidelity® VIP Mid Cap Registered Investment Company N/A | Mutual Funds | — | — | $1.2M | 1.5% | |
| PSA FIDELITY VIP MID CAP · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| MainStay VP Winslow Large Cap Growth Registered Investment Company N/A | Common Stocks | — | — | $1.1M | 1.5% | |
| PSA MAINSTAY VP WINSLOW LARGE CAP GROWTH · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.1M | 1.5% | |
| BNY MELLON MID CAP INDEX INVES Registered Investment Company N/A | Common Stocks | — | — | $1.1M | 1.4% | |
| Fidelity® VIP Equity-IncomeSM Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $1.1M | 1.4% | |
| PSA FIDELITY(R) VIP EQUITY-INCOMESM PORTFOLIO · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| MainStay VP Candriam Emerging Markets Equity Registered Investment Company N/A | Common Stocks | — | — | $1.1M | 1.4% | |
| PSA MAINSTAY VP CANDRIAM EMERGING MARKETS EQUITY · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Participant loans - Interest at 4.25% - 9.50% N/A | Bonds / Notes | — | — | $1.0M | 1.3% | |
| SHORT TERM FIXED ACCOUNT Guaranteed Insurance Contract N/A | Other securities | — | — | $965K | 1.2% | |
| MainStay VP Small Cap Growth Registered Investment Company N/A | Common Stocks | — | — | $956K | 1.2% | |
| PSA MAINSTAY VP SMALL CAP GROWTH · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $956K | 1.2% | |
| INTERNATL EQUITIES INDEX FUND Registered Investment Company N/A | Common Collective Trusts | — | — | $950K | 1.2% | |
| VANGUARD WELLINGTON FUND INC Registered Investment Company N/A - VANGUARD WINDSOR II Registered Investment Company N/A | Mutual Funds | — | — | $892K | 1.1% | |
| BNY MELLON INTL STOCK IDX INV Registered Investment Company N/A | Common Collective Trusts | — | — | $828K | 1.1% | |
| CORE BOND FUND Registered Investment Company N/A | Common Stocks | — | — | $818K | 1.0% | |
| FIXED ACCOUNT Guaranteed Insurance Contract N/A | Other securities | — | — | $816K | 1.0% | |
| MainStay VP Growth Allocation Registered Investment Company N/A | Common Stocks | — | — | $812K | 1.0% | |
| PSA MAINSTAY VP GROWTH ALLOCATION · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $812K | 1.0% | |
| Franklin Templeton Moderately Aggressive Model Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $751K | 1.0% | |
| PSA FRANKLIN TEMPLETON MODERATELY AGGRESSIVE MODEL PORTFOLIO · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $751K | 1.0% | |
| MainStay VP Conservative Allocation Registered Investment Company N/A | Common Stocks | — | — | $731K | 0.9% | |
| PSA MAINSTAY VP CONSERVATIVE ALLOCATION · EIN 13-5582869 / PN 001 | Pooled Separate Account | — | — | $731K | 0.9% |
