University Health Alliance's EIN is 99-0263440.
Download the official 2024 Form 5500 (PDF) for University Health Alliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Health Alliance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER RETIREMENT ADVISORY SERVICE | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $6.2M | 19.1% | |
| Fidelity Contrafund K6 Mutual fund | Mutual Funds | — | — | $4.3M | 13.1% | |
| T ROWE PRICE RET BL SELCT TRST 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $3.1M | 9.5% | |
| T ROWE PRICE RET BL SELCT TRST 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.7M | 8.4% | |
| T ROWE PRICE RET BL SELCT TRST 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $2.6M | 7.9% | |
| Investments - American Funds Growth Fund of America R6 Mutual fund | Mutual Funds | — | — | $2.4M | 7.5% | |
| Invesco Comstock R6 Mutual fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| T ROWE PRICE RET BL SELCT TRST 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $986K | 3.0% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $963K | 3.0% | |
| T ROWE PRICE RET BL SELCT TRST 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $894K | 2.7% | |
| T ROWE PRICE RET BL SELCT TRST 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $810K | 2.5% | |
| T ROWE PRICE RET BL SELCT TRST 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $789K | 2.4% | |
| TCW Met West Total Return Bond Plan Mutual fund | Other securities | — | — | $763K | 2.3% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $727K | 2.2% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $701K | 2.2% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $696K | 2.1% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $560K | 1.7% | |
| T ROWE PRICE RET BL SELCT TRST 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $424K | 1.3% | |
| Pioneer Strategic Income Y Mutual fund | Other securities | — | — | $416K | 1.3% | |
| Participant Loans 4.25% - 9.50% -0- | Bonds / Notes | — | — | $372K | 1.1% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $302K | 0.9% | |
| MassMutual Small Cap Gr Eq I Mutual fund | Other securities | — | — | $261K | 0.8% | |
| MassMutual Small Company Val I Mutual fund | Common Stocks | — | — | $237K | 0.7% | |
| T ROWE PRICE RET BL SELCT TRST 2025 GREAT GRAY · EIN 38-7271343 / PN 743 | Common Collective Trust | — | — | $116K | 0.4% | |
| MFS Total Return R6 Mutual fund | Mutual Funds | — | — | $62K | 0.2% | |
| Janus Henderson Enterprise I Mutual fund | Mutual Funds | — | — | $42K | 0.1% | |
| T ROWE PRICE RET BL SELCT TRST 2010 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $36K | 0.1% | |
| T ROWE PRICE RET BL SELCT TRST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $32K | <0.1% | |
| T ROWE PRICE RET BL SELCT TRST 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $32K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-3497679 |
| WESTLAKE VILLAGE, CA |
| CONTRACT ADMIN |
| $6K |
| — |
