LISA Deininger signed Adventist Health System/West, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adventist Health System/West, Inc.'s EIN is 95-3484589.
Download the official 2024 Form 5500 (PDF) for Adventist Health System/West, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adventist Health System/West, Inc.'s plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $70K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN FIXED ACCOUNT Stable Value Account - at contract value | Stable Value | — | — | $38.9M | 17.2% | |
| AMERICAN FUNDS GROWTH Pooled Separate Account | Pooled Separate Accounts | — | — | $20.6M | 9.1% | |
| BLKRK LP IDX 2050 K Registered Investment Company | Common Collective Trusts | — | — | $19.7M | 8.7% | |
| BLKRK LP IDX 2045 K Registered Investment Company | Common Collective Trusts | — | — | $16.6M | 7.3% | |
| BLKRK LP IDX 2040 K Registered Investment Company | Common Collective Trusts | — | — | $15.2M | 6.7% | |
| BLKRK LP IDX 2035 K Registered Investment Company | Common Collective Trusts | — | — | $12.6M | 5.5% | |
| BLKRK LP IDX 2055 K Registered Investment Company | Common Collective Trusts | — | — | $12.4M | 5.5% | |
| IS TOT US STK MKT K Registered Investment Company | Common Stocks | — | — | $11.8M | 5.2% | |
| BLKRK LP IDX 2030 K Registered Investment Company | Common Collective Trusts | — | — | $10.1M | 4.4% | |
| BLKRK LP IDX RTMT K Registered Investment Company | Common Collective Trusts | — | — | $8.6M | 3.8% | |
| FIDELITY VIP CONTRAFUND Pooled Separate Account | Pooled Separate Accounts | — | — | $8.5M | 3.8% | |
| AMERICAN FUNDS GROWTH-INCOME Pooled Separate Account | Pooled Separate Accounts | — | — | $4.5M | 2.0% | |
| LVIP SSGA S&P 500 INDEX Pooled Separate Account | Pooled Separate Accounts | — | — | $3.8M | 1.7% | |
| LVIP MACQUARIE MID CAP VALUE FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $3.5M | 1.6% | |
| LVIP MACQUARIE SMID CAP CORE SERIES Pooled Separate Account | Pooled Separate Accounts | — | — | $3.5M | 1.6% | |
| MACQUARIE SMALL CAP VALUE Pooled Separate Account | Pooled Separate Accounts | — | — | $3.3M | 1.5% | |
| LVIP DIMENSIONAL U.S. CORE EQUITY 1 Pooled Separate Account | Pooled Separate Accounts | — | — | $3.3M | 1.4% | |
| AMERICAN FUNDS INTERNATIONAL Pooled Separate Account | Pooled Separate Accounts | — | — | $3.1M | 1.4% | |
| LVIP BARON GROWTH OPPORTUNITIES Pooled Separate Account | Pooled Separate Accounts | — | — | $2.3M | 1.0% | |
| IS MSCI TOT INTL K Registered Investment Company | Common Stocks | — | — | $2.3M | 1.0% | |
| IS US AGG BD IDX K Registered Investment Company | Common Collective Trusts | — | — | $2.2M | 1.0% | |
| VANG VMMR-FED MMKT Registered Investment Company | Common Stocks | — | — | $2.0M | 0.9% | |
| LVIP MACQUARIE VALUE SERIES Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 0.9% | |
| maturing through May 2039 -0- | Other securities | — | — | $1.9M | 0.8% | |
| LVIP MACQUARIE SOCIAL AWARENESS Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 0.8% | |
| BLKRK LP IDX 2060 K Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 0.8% | |
| Fidelity Brokeragelink Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.7M | 0.8% | |
| AMERICAN FUNDS GLOBAL GROWTH Pooled Separate Account | Pooled Separate Accounts | — | — | $1.4M | 0.6% | |
| LVIP BLACKROCK DIV VALUE MNGD VLTLTY Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 0.5% | |
| LVIP T. ROWE PRICE STRCTD MID-CAP GROWTH Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 0.5% | |
| LVIP BLENDED LRG CAP GROWTH MNGD VLTY Pooled Separate Account | Pooled Separate Accounts | — | — | $785K | 0.3% | |
| FIDELITY VIP GROWTH Pooled Separate Account | Pooled Separate Accounts | — | — | $680K | 0.3% | |
| LVIP JPMORGAN RETIREMENT INCOME FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $654K | 0.3% | |
| LVIP GOVERNMENT MONEY MARKET Pooled Separate Account | Pooled Separate Accounts | — | — | $308K | 0.1% | |
| LVIP MONDRIAN INTERNATIONAL VALUE Pooled Separate Account | Pooled Separate Accounts | — | — | $267K | 0.1% | |
| MFS UTILITIES Pooled Separate Account | Pooled Separate Accounts | — | — | $211K | <0.1% | |
| LVIP VANGUARD DOMESTIC EQUITY ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $210K | <0.1% | |
| LVIP MACQUARIE WEALTH BUILDER Pooled Separate Account | Pooled Separate Accounts | — | — | $202K | <0.1% | |
| BLKRK LP IDX 2065 K Registered Investment Company | Common Collective Trusts | — | — | $190K | <0.1% | |
| LVIP MACQUARIE BOND Pooled Separate Account | Pooled Separate Accounts | — | — | $177K | <0.1% | |
| LVIP MACQUARIE U.S. REIT FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $170K | <0.1% | |
| LVIP SSGA SMALL-CAP INDEX Pooled Separate Account | Pooled Separate Accounts | — | — | $170K | <0.1% | |
| LVIP VANGUARD INTERNATIONAL EQUITY ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $117K | <0.1% | |
| LVIP T ROWE PRICE 2040 FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $104K | <0.1% | |
| BLACKROCK GLOBAL ALLOCATION Pooled Separate Account | Pooled Separate Accounts | — | — | $101K | <0.1% | |
| LVIP MACQUARIE HIGH YIELD FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $95K | <0.1% | |
| LVIP FRANKLIN TEMPLETON MF EM EQFND Pooled Separate Account | Pooled Separate Accounts | — | — | $93K | <0.1% | |
| LVIP BLENDED MID CAP MANAGED VOLATILITY Pooled Separate Account | Pooled Separate Accounts | — | — | $72K | <0.1% | |
| LVIP GLOBAL GROWTH ALLOC MANGD RISK Pooled Separate Account ** 30 * LVIP GLOBAL MODERATE ALLOC MGD RISK Pooled Separate Account | Pooled Separate Accounts | — | — | $70K | <0.1% | |
| LVIP SSGA INTERNATIONAL MANAGD VLTY Pooled Separate Account | Pooled Separate Accounts | — | — | $61K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $23K |
| — |
