Centric Health's EIN is 95-3511288.
Download the official 2024 Form 5500 (PDF) for Centric Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centric Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $56K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 common collective trust] | Other | — | — | $15.0M | 98.0% | |
| FLEXPATH INDEX MODERATE RET R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $4.5M | 29.8% | |
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $2.3M | 14.9% | |
| FLEXPATH INDEX MODERATE 2045 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $1.8M | 11.9% | |
| FLEXPATH INDEX MODERATE 2055 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $912K | 6.0% | |
| METLIFE STABLE VALUE FUND WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $532K | 3.5% | |
| FLEXPATH INDEX AGGR 2045 CL R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $80K | 0.5% | |
| FLEXPATH INDEX AGG RTR FD CL R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $53K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE RET R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGR 2055 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
