Bill Wilson Center's EIN is 94-2221849.
Download the official 2023 Form 5500 (PDF) for Bill Wilson Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bill Wilson Center's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP LLC | 35-2130755 | — | TPA | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $9.6M | 95.0% | |
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $9.4M | 93.2% | |
| [Assets held in participant loans] | Other | — | — | $71K | 0.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG AND ASSOCIATES | 35-2009629 | FISHERS, IN | SERVICE PROVIDER | $9K | — |
