Rebecca Brown signed St.Joseph Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St.Joseph Health System's EIN is 95-3589356.
Download the official 2024 Form 5500 (PDF) for St.Joseph Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St.Joseph Health System's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $965K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Interest Held in Master Trust Various (includes Registered | Master Trust Interest | — | — | $4.3B | 96.6% | |
| PROVIDENCE ST JOSEPH HEALTH MT PROVIDENCE HEALTH & SERVICES · EIN 84-3087403 / PN 001 | Master Trust | — | — | $4.3B | 96.6% | |
| Participant Loans Participant Loans | Participant loans | — | — | $54.8M | 1.2% |
| SEVEN SIMPLE MACHINES |
| 20-4028622 |
| — |
| CONSULTANT |
| $173K |
| — |
| MILLIMAN INC. | 91-0675641 | — | CONSULTANT | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER, P.S. | 91-1194016 | — | ACCOUNTANT/AUDITOR | $49K | — |
