Tim Panks signed The Queen's Health Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Queen's Health Systems' EIN is 99-0238120.
Download the official 2024 Form 5500 (PDF) for The Queen's Health Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Queen's Health Systems' plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCW ASSET MANAGEMENT CO | 95-2642764 | — | INVESTMENT MANAGMENT | $502K | — |
| ARROWSTREET CAPITAL | 04-3472863 | — | INVESTMENT MANAGEMENT | $189K | — |
| DISCIPLINED GROWTH INVESTORS, INC | 41-1901233 | — | INVESTMENT MANAGEMENT | $50K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CALLAN ASSOCIATES |
| 92-2192581 |
| — |
| INVESTMENT MANAGEMENT |
| $48K |
| — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | INVESTMENT MANAGEMENT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KKDLY LLC | 99-0292355 | — | AUDIT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSMITH BALL | 99-0035220 | — | LEGAL | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT | 04-3523567 | — | CONSULTING | $886K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $83K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U S TREASURY BOND 59,510,000 units | U.S. Treasuries | — | $60.4M | $57.8M | 12.3% | |
| U S TREASURY BOND 53,040,000 units | U.S. Treasuries | — | $52.5M | $50.7M | 10.8% | |
| EB TEMP INV FD BNY MELLON INVESTMENTS · EIN 25-6078093 / PN 023 | Common Collective Trust | — | $42.3M | $42.3M | 9.0% | |
| SSGA S&P 500 FLAGSHIP NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 003 | Common Collective Trust | — | $14.6M | $40.5M | 8.7% | |
| ARROWSTREET USGT ACWI EX FUND ARROWSTREET CAPITAL · EIN 45-6500555 / PN 001 | 103-12 Investment Entity | — | $15.0M | $27.2M | 5.8% | |
| COMMONFUND VENTURE PTNRS XI LP 14,184,643 units | Other securities | — | $5.3M | $14.2M | 3.0% | |
| FARALLON CAP INSTL PTNR 5,642,067 units 1 | Other securities | — | — | $14.0M | 3.0% | |
| U S TREASURY BOND 14,840,000 units | U.S. Treasuries | — | $14.8M | $13.4M | 2.9% | |
| GROSVENOR INSTL PARTNERS LP 13,214,401 units | Other securities | — | $7.6M | $13.2M | 2.8% | |
| U S TREASURY NOTE 12,836,000 units | U.S. Treasuries | — | $12.7M | $12.5M | 2.7% | |
| COMMONFUND US PRIVATE EQUITY IX 11,547,462 units | Other securities | — | $6.0M | $11.5M | 2.5% | |
| SSGA MSCI EAFE INDEX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 241 | Common Collective Trust | — | $6.4M | $8.7M | 1.9% | |
| AB DISCOVERY VALUE FUND-Z 407,048 units | Other securities | — | $7.9M | $8.3M | 1.8% | |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VIII LP 4,625,987 units | Other securities | — | $2.9M | $4.6M | 1.0% | |
| BANK OF AMERICA CORP 3,305,000 units | Common Stocks | — | $3.5M | $3.4M | 0.7% | |
| COMMONFUND CAPITAL EMERGING MARKETS 2013 LP 2,918,058 units | Other securities | — | $1.6M | $2.9M | 0.6% | |
| COMMIT TO PUR FNMA SF MTG 2,900,000 units | Agency / Mortgage-Backed | — | $2.7M | $2.7M | 0.6% | |
| FHLMC POOL #SD-8204 3,161,616 units | Agency / Mortgage-Backed | — | $2.5M | $2.5M | 0.5% | |
| FHLMC POOL #SD-8205 2,880,848 units | Agency / Mortgage-Backed | — | $2.4M | $2.4M | 0.5% | |
| COMMIT TO PUR FNMA SF MTG 2,050,000 units | Agency / Mortgage-Backed | — | $2.0M | $1.9M | 0.4% | |
| COMMIT TO PUR FNMA SF MTG 2,275,000 units | Agency / Mortgage-Backed | — | $1.8M | $1.8M | 0.4% | |
| UNITEDHEALTH GROUP INC 1,650,000 units | Common Stocks | — | $1.7M | $1.6M | 0.3% | |
| U S TREASURY BD CPN STRIP 3,775,000 units | Other securities | — | $1.6M | $1.5M | 0.3% | |
| COMMIT TO PUR FNMA SF MTG 1,725,000 units | Agency / Mortgage-Backed | — | $1.5M | $1.5M | 0.3% | |
| COMMIT TO PUR FNMA SF MTG 1,475,000 units | Agency / Mortgage-Backed | — | $1.5M | $1.5M | 0.3% | |
| WARNERMEDIA HOLDINGS INC 1,898,000 units | Common Stocks | — | $1.8M | $1.4M | 0.3% | |
| SMURFIT KAPPA TREASURY UL 144A 1,300,000 units | Other securities | — | $1.3M | $1.3M | 0.3% | |
| COMMIT TO PUR FNMA SF MTG 1,525,000 units | Agency / Mortgage-Backed | — | $1.3M | $1.2M | 0.3% | |
| CVS HEALTH CORP 1,450,000 units | Common Stocks | — | $1.7M | $1.2M | 0.3% | |
| SSGA CANADA MSCI INDEX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 204 | Common Collective Trust | — | $755K | $1.1M | 0.2% | |
| TIME WARNER CABLE LLC 1,319,000 units | Other securities | — | $1.4M | $1.1M | 0.2% | |
| MIDAMERICAN ENERGY CO 1,300,000 units | Common Stocks | — | $1.6M | $1.1M | 0.2% | |
| COMMIT TO PUR GNMA II JUMBOS 1,125,000 units | Agency / Mortgage-Backed | — | $1.1M | $1.1M | 0.2% | |
| COMMIT TO PUR GNMA II JUMBOS 1,025,000 units | Agency / Mortgage-Backed | — | $1.0M | $1.0M | 0.2% | |
| BOEING CO/THE 1,065,000 units | Common Stocks | — | $1.1M | $989K | 0.2% | |
| WELLS FARGO & CO 1,325,000 units | Common Stocks | — | $1.0M | $965K | 0.2% | |
| JBS USA HOLDING LUX SARL/ JBS 1,270,000 units | Other securities | — | $1.0M | $957K | 0.2% | |
| GOLDMAN SACHS GROUP INC/THE 935,000 units | Common Stocks | — | $914K | $895K | 0.2% | |
| APPLOVIN CORP 890,000 units | Common Stocks | — | $886K | $880K | 0.2% | |
| SMURFIT KAPPA TREASURY UL 144A 880,000 units | Other securities | — | -$880K | $876K | 0.2% | |
| JPMORGAN CHASE & CO 1,030,000 units | Common Stocks | — | $904K | $853K | 0.2% | |
| FHLMC MULTICLASS MTG 5419 Z 1,023,568 units | Agency / Mortgage-Backed | — | $875K | $852K | 0.2% | |
| FNMA POOL #0CB2096 1,001,721 units | Agency / Mortgage-Backed | — | $895K | $851K | 0.2% | |
| CALIFORNIA ST 820,000 units | Other securities | — | $792K | $848K | 0.2% | |
| UNITEDHEALTH GROUP INC 1,260,000 units | Common Stocks | — | $1.3M | $833K | 0.2% | |
| CISCO SYSTEMS INC 850,000 units | Common Stocks | — | $852K | $827K | 0.2% | |
| NEW YORK LIFE INSURANCE C 144A 1,070,000 units | Other securities | — | $1.1M | $779K | 0.2% | |
| US ULTRA BOND FUTURE (CBT) EXP SEP 24 103 units - | Other securities | — | — | $779K | 0.2% | |
| TEXAS INSTRUMENTS INC 825,000 units | Common Stocks | — | $816K | $774K | 0.2% | |
| ORACLE CORP 1,027,000 units | Common Stocks | — | $796K | $761K | 0.2% |
