Rebecca Shipley signed Sansum Clinic's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sansum Clinic's EIN is 95-6419205.
Download the official 2025 Form 5500 (PDF) for Sansum Clinic from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sansum Clinic's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| LINCOLN PATHBUILDER INCOME LINCOLN NATIONAL CORPORATION · EIN 35-0472300 / PN 900 | Pooled Separate Account | $0 | — |