LORI Cardle signed Valley Presbyterian Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Presbyterian Hospital's EIN is 95-1945832.
Download the official 2024 Form 5500 (PDF) for Valley Presbyterian Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Presbyterian Hospital's plan includes a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $108K | — |
| MUTUAL OF AMERICA LIFE INS. CO. | 13-1614399 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | — | CONSULTING | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $10.7M | 12.0% | |
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $10.4M | 11.7% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $9.4M | 10.6% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $7.7M | 8.6% | |
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $6.7M | 7.5% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $6.2M | 7.0% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $6.2M | 6.9% | |
| Vanguard Instl Index | Mutual Funds | — | — | $5.5M | 6.1% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $5.3M | 6.0% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $4.9M | 5.4% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $2.9M | 3.3% | |
| Group Fixed Annuity Contract Lincoln Stable Value Account*** | Stable Value | — | — | $2.4M | 2.7% | |
| Insurance Contract General Fund Mutual of America Interest Accumulation Account*** | Other securities | — | — | $2.0M | 2.3% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.5M | 1.6% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $1.3M | 1.5% | |
| Mutual of America 2060 Retirement Fund | Pooled Separate Accounts | — | — | $1.3M | 1.4% | |
| maturing through March 2032 0 | Other securities | — | — | $1.2M | 1.3% | |
| Fidelity Investments® VIP Contrafund® Portfolio | Pooled Separate Accounts | — | — | $1.2M | 1.3% | |
| Mutual of America Aggressive Allocation Fund | Pooled Separate Accounts | — | — | $922K | 1.0% | |
| Mutual of America 2030 Retirement Fund | Pooled Separate Accounts | — | — | $710K | 0.8% | |
| Mutual of America 2045 Retirement Fund | Pooled Separate Accounts | — | — | $661K | 0.7% | |
| Mutual of America 2035 Retirement Fund | Pooled Separate Accounts | — | — | $640K | 0.7% | |
| Mutual of America 2050 Retirement Fund | Pooled Separate Accounts | — | — | $635K | 0.7% | |
| Mutual of America Equity Index Fund | Pooled Separate Accounts | — | — | $596K | 0.7% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $544K | 0.6% | |
| T. Rowe Price Blue Chip Growth Fund | Pooled Separate Accounts | — | — | $418K | 0.5% | |
| Fidelity Investments® VIP Mid Cap Portfolio | Pooled Separate Accounts | — | — | $380K | 0.4% | |
| Vanguard VIF International Portfolio | Pooled Separate Accounts | — | — | $373K | 0.4% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $363K | 0.4% | |
| Invesco Diversified Dividend R5 | Mutual Funds | — | — | $347K | 0.4% | |
| Vanguard Developed Mkt Index Adm | Mutual Funds | — | — | $317K | 0.4% | |
| Metropolitan West Metropolitan West Ttl urn Bd Admin | Other securities | — | — | $287K | 0.3% | |
| Mutual of America Moderate Allocation Fund | Pooled Separate Accounts | — | — | $241K | 0.3% | |
| Fidelity Investments® VIP Asset Manager(SM) Portfolio | Pooled Separate Accounts | — | — | $224K | 0.3% | |
| Nationwide Geneva Small Cap Gr A | Other securities | — | — | $171K | 0.2% | |
| Goldman Sachs VIT US Equity Insights Fund ** 761 * Pooled Separate Account Invesco V.I. Main Street Fund | Pooled Separate Accounts | — | — | $167K | 0.2% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $154K | 0.2% | |
| American Funds American Funds Inf Linked Bd R5E | Mutual Funds | — | — | $146K | 0.2% | |
| Mutual of America Core Bond Fund | Pooled Separate Accounts | — | — | $142K | 0.2% | |
| BNY Mellon Glbl Fixed Inc A | Common Stocks | — | — | $139K | 0.2% | |
| American Century VP Capital Appreciation Fund | Pooled Separate Accounts | — | — | $134K | 0.1% | |
| Mutual of America Small Cap Growth Fund | Pooled Separate Accounts | — | — | $122K | 0.1% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | Other securities | — | — | $120K | 0.1% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $117K | 0.1% | |
| Mutual of America Intermediate Bond Fund | Pooled Separate Accounts | — | — | $115K | 0.1% | |
| Mutual of America Small Cap Value Fund | Pooled Separate Accounts | — | — | $114K | 0.1% | |
| Mutual of America Conservative Allocation Fund | Pooled Separate Accounts | — | — | $112K | 0.1% | |
| Interest-Bearing Cash State Street Bank & Trust Co. | Cash / Money Market | — | — | $110K | 0.1% | |
| Artisan Intl Val Inv | Other securities | — | — | $106K | 0.1% |
