LISA Foust signed John MUIR Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John MUIR Health's EIN is 94-1461843.
Download the official 2024 Form 5500 (PDF) for John MUIR Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John MUIR Health's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $459K | — |
| FIDELITY INVESTMENTS INST OPS | 04-2647786 | — | N/A | $345K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| N/A |
| $160K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies * Lincoln FIDELITY 500 INDEX | Common Collective Trusts | — | — | $292.1M | 21.2% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $149.5M | 10.8% | |
| Lincoln VNGRD DEVELOPED MARKETS INDEX FUND INSTITUTIONAL SHARES | Common Collective Trusts | — | — | $65.7M | 4.8% | |
| Fidelity VANG TARGET RET 2035 | Mutual Funds | — | — | $63.1M | 4.6% | |
| Fidelity VANG TARGET RET 2045 | Mutual Funds | — | — | $61.8M | 4.5% | |
| Fidelity VANG TARGET RET 2040 | Mutual Funds | — | — | $56.7M | 4.1% | |
| Lincoln FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $52.1M | 3.8% | |
| Fidelity VANG TARGET RET 2050 | Mutual Funds | — | — | $48.5M | 3.5% | |
| Lincoln VNGUARD TOTAL BD MKT INDX FD INSTL | Other securities | — | — | $43.0M | 3.1% | |
| Fidelity VANG TARGET RET 2030 | Mutual Funds | — | — | $41.6M | 3.0% | |
| s * Lincoln FIXED ACCOUNT ** ^ $ | Guaranteed Income / GIC | — | — | $36.6M | 2.7% | |
| Fidelity VANG TARGET RET 2055 | Mutual Funds | — | — | $34.0M | 2.5% | |
| Fidelity VANG TARGET RET 2025 | Mutual Funds | — | — | $32.8M | 2.4% | |
| Lincoln FIDELITY MID CAP INDEX | Mutual Funds | — | — | $28.0M | 2.0% | |
| Lincoln VNGUARD CASH RESERVES FED MONEY MKT ADMIRAL SHARES | Cash / Money Market | — | — | $23.8M | 1.7% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $23.6M | 1.7% | |
| Self-directed brokerage accounts * Fidelity Self Directed | Self-Directed Brokerage | — | — | $20.2M | 1.5% | |
| Fidelity VANG CR FED MM ADM | Mutual Funds | — | — | $19.3M | 1.4% | |
| LFGTC LINCOLN STABLE VALUE ACCOUNT ** ^ | Stable Value | — | — | $18.4M | 1.3% | |
| Lincoln VANGUARD TARGET RETIREMENT 2050 INVESTOR SHARES | Mutual Funds | — | — | $16.0M | 1.2% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $15.3M | 1.1% | |
| Fidelity VANG TARGET RET 2060 | Mutual Funds | — | — | $15.0M | 1.1% | |
| Lincoln VANGUARD SHORT TERM BOND INDEX | Mutual Funds | — | — | $13.9M | 1.0% | |
| Lincoln VANGUARD EMERGING MARKETS STOCK INDEX CL INST | Mutual Funds | — | — | $13.7M | 1.0% | |
| Fidelity VANG DEV MKT IDX IS | Common Collective Trusts | — | — | $12.6M | 0.9% | |
| Lincoln VANGUARD TARGET RETIREMENT 2045 INVESTOR SHARES | Mutual Funds | — | — | $12.4M | 0.9% | |
| LFGTC Self Directed | Self-Directed Brokerage | — | — | $12.3M | 0.9% | |
| Lincoln VANGUARD TARGET RETIREMENT 2040 INVESTOR SHARES | Mutual Funds | — | — | $12.1M | 0.9% | |
| Lincoln VANGUARD TARGET RETIREMENT 2035 INVESTOR SHARES | Mutual Funds | — | — | $11.1M | 0.8% | |
| Lincoln VANGUARD TARGET RETIREMENT 2055 INVESTOR SHARES | Mutual Funds | — | — | $10.3M | 0.7% | |
| maturing through January 2040 - | Other securities | — | — | $10.0M | 0.7% | |
| Fidelity VANG TARGET RET 2020 | Mutual Funds | — | — | $9.8M | 0.7% | |
| Fidelity VANG TOT BD MKT INST | Mutual Funds | — | — | $9.5M | 0.7% | |
| maturing through February 2040 - | Other securities | — | — | $9.0M | 0.7% | |
| Lincoln VANGUARD TARGET RETIREMENT 2030 INVESTOR SHARES | Mutual Funds | — | — | $7.2M | 0.5% | |
| Lincoln AMERICAN FUNDS GROWTH | Mutual Funds | — | — | $6.1M | 0.4% | |
| Fidelity VANG TARGET RET INC | Mutual Funds | — | — | $6.1M | 0.4% | |
| Lincoln VANGUARD TARGET RETIREMENT 2025 INVESTOR SHARES | Mutual Funds | — | — | $5.4M | 0.4% | |
| Fidelity VANG ST BOND IDX IS | U.S. Treasuries | — | — | $4.5M | 0.3% | |
| Fidelity VANG TOT WLD STK IS | Mutual Funds | — | — | $4.0M | 0.3% | |
| Lincoln VANGUARD TARGET RETIREMENT 2060 INVESTOR SHARES | Mutual Funds | — | — | $3.9M | 0.3% | |
| Lincoln FIDELITY VIP CONTRAFUND | Mutual Funds | — | — | $2.8M | 0.2% | |
| Fidelity VAN EM MKT ST IDX IS | Common Collective Trusts | — | — | $2.7M | 0.2% | |
| Lincoln LVIP SSGA S&P 500 INDEX | Common Collective Trusts | — | — | $2.5M | 0.2% | |
| Lincoln VNGUARD TOTAL WRLD STOCK INDEX INSTL SHARES | Other securities | — | — | $2.4M | 0.2% | |
| Fidelity VANG TARGET RET 2065 | Mutual Funds | — | — | $2.3M | 0.2% | |
| Lincoln VANGUARD TARGET RETIREMENT 2020 INVESTOR SHARES | Mutual Funds | — | — | $1.8M | 0.1% | |
| Lincoln LVIP DIMENSIONAL U.S. CORE EQUITY 1 | Mutual Funds | — | — | $1.7M | 0.1% | |
| Lincoln FIDELITY GROWTH PORTFOLIO | Mutual Funds | — | — | $1.7M | 0.1% | |
| Lincoln AMERICAN FUNDS GROWTH-INCOME | Mutual Funds | — | — | $1.7M | 0.1% |
