Julie Labbay signed Concord General Mutual Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concord General Mutual Insurance Company's EIN is 02-0131910.
Download the official 2024 Form 5500 (PDF) for Concord General Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concord General Mutual Insurance Company's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1268674 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD BANKNORTH | 01-0437984 | — | NONE | $312K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR UNIT | Common Collective Trusts | — | $5.7M | $6.8M | 6.9% | |
| MICROSOFT CORP COM | Common Stocks | — | $1.4M | $1.8M | 1.8% | |
| UNITED STATES TREAS NTS Matures: 05/31/2028 Rate: 3.63% | U.S. Treasuries | — | $1.7M | $1.7M | 1.7% | |
| UNITED STATES TREAS NTS Matures: 08/15/2028 Rate: 2.88% | U.S. Treasuries | — | $1.2M | $1.7M | 1.7% | |
| UNITED STATES TREAS NTS Matures: 11/15/2032 Rate: 4.13% | U.S. Treasuries | — | $1.7M | $1.7M | 1.7% | |
| UNITED STATES TREAS NTS Matures: 02/15/2033 Rate: 3.50% | U.S. Treasuries | — | $1.6M | $1.6M | 1.6% | |
| AMAZON COM INC COM | Common Stocks | — | $1.0M | $1.5M | 1.5% | |
| UNITED STATES TREAS NTS Matures: 02/15/2026 Rate: 1.63% | U.S. Treasuries | — | $1.3M | $1.5M | 1.5% | |
| ALPHABET INC CL A | Common Stocks | — | $1.2M | $1.4M | 1.4% | |
| NVIDIA CORP COM | Common Stocks | — | $586K | $1.4M | 1.4% | |
| UNITED STATES TREAS NTS Matures: 10/31/2026 Rate: 1.13% | U.S. Treasuries | — | $1.2M | $1.3M | 1.3% | |
| UNITED STATES TREAS NTS Matures: 05/15/2032 Rate: 2.88% | U.S. Treasuries | — | $1.3M | $1.3M | 1.3% | |
| DREYFUS TREAS OBLIG CM INVEST | Mutual Funds | — | $1.3M | $1.3M | 1.3% | |
| AT &T INC GLOBAL NT Matures: 06/01/2031 Rate: 2.75% | Bonds / Notes | — | $1.3M | $1.2M | 1.2% | |
| UNITED STATES TREAS NTS Matures: 10/15/2025 Rate: 0.13% | U.S. Treasuries | — | $1.1M | $1.2M | 1.2% | |
| JPMORGAN CHASE & CO COM | Common Stocks | — | $557K | $1.2M | 1.2% | |
| UNITED STATES TREAS NTS Matures: 08/15/2029 Rate: 1.63% | U.S. Treasuries | — | $1.3M | $1.1M | 1.1% | |
| UNITED STATES TREAS NTS Matures: 11/30/2029 Rate: 3.88% | U.S. Treasuries | — | $951K | $977K | 1.0% | |
| GOLDMAN SACHS GROUP SR GLOBAL NT Matures: 03/09/2027 Rate: 1.43% | Bonds / Notes | — | $886K | $912K | 0.9% | |
| BANK AMER CORP FXD RT SR NT SER L Matures: 10/21/2027 Rate: 3.25% | Bonds / Notes | — | $1.0M | $909K | 0.9% | |
| META PLATFORMS INC CL A | Common Stocks | — | $463K | $906K | 0.9% | |
| UNITEDHEALTH GROUP INC Matures: 05/15/2029 Rate: 4.00% | Bonds / Notes | — | $868K | $905K | 0.9% | |
| UNITED STATES TREAS NTS Matures: 08/31/2027 Rate: 3.13% | U.S. Treasuries | — | $807K | $898K | 0.9% | |
| UNITED STATES TREAS NTS Matures: 06/30/2025 Rate: 2.75% | U.S. Treasuries | — | $862K | $894K | 0.9% | |
| CVS HEALTH CORP Matures: 06/01/2033 Rate: 5.30% | Bonds / Notes | — | $902K | $863K | 0.9% | |
| UNITED STATES TREAS NTS Matures: 02/15/2028 Rate: 2.75% | U.S. Treasuries | — | $861K | $859K | 0.9% | |
| JPMORGAN CHASE & CO NT FXD/FLTG Matures: 07/25/2033 Rate: 4.91% | Bonds / Notes | — | $860K | $852K | 0.9% | |
| UNITED STATES TREAS NTS Matures: 02/15/2029 Rate: 2.63% | U.S. Treasuries | — | $868K | $841K | 0.8% | |
| UNITED STATES TREAS NTS Matures: 05/15/2033 Rate: 3.38% | U.S. Treasuries | — | $783K | $827K | 0.8% | |
| GILEAD SCIENCES INC FIXED RT SR NT Matures: 02/01/2025 Rate: 3.50% | Bonds / Notes | — | $821K | $799K | 0.8% | |
| KKR & Co INC | Common Stocks | — | $484K | $722K | 0.7% | |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC GTD NT Matures: 06/01/2030 Rate: 3.50% | Bonds / Notes | — | $737K | $703K | 0.7% | |
| WELLS FARGO & CO NEW COM | Common Stocks | — | $473K | $697K | 0.7% | |
| BERKSHIRE HATHAWAY INC DEL FXD RT SR NT Matures: 03/15/2026 Rate: 3.13% | Bonds / Notes | — | $668K | $689K | 0.7% | |
| FISERV INC Matures: 03/15/2030 Rate: 4.75% | Bonds / Notes | — | $645K | $642K | 0.6% | |
| VISA INC COM CL A | Common Stocks | — | $777K | $581K | 0.6% | |
| SERVICENOW INC COM | Common Stocks | — | $327K | $571K | 0.6% | |
| UNITED STATES TREAS NTS Matures: 05/15/2027 Rate: 2.38% | U.S. Treasuries | — | $595K | $570K | 0.6% | |
| UNITED STATES TREAS NTS Matures: 02/15/2025 Rate: 2.00% | U.S. Treasuries | — | $509K | $533K | 0.5% | |
| TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR | Common Stocks | — | $186K | $512K | 0.5% | |
| ENTERPRISE PRODS OPER LLC GTD FXD RT NT Matures: 02/15/2025 Rate: 3.75% | Bonds / Notes | — | $512K | $499K | 0.5% | |
| MARVELL TECHNOLOGY INC COM | Common Stocks | — | $172K | $498K | 0.5% | |
| GEORGIA PWR CO 2024BSR NT Matures: 03/18/2034 Rate: 5.25% | Bonds / Notes | — | $505K | $497K | 0.5% | |
| APPLE INC COM | Common Stocks | — | $385K | $486K | 0.5% | |
| MASTERCARD INC CL A | Common Stocks | — | $292K | $480K | 0.5% | |
| UNITED STATES TREAS NTS Matures: 02/28/2027 Rate: 1.13% | U.S. Treasuries | — | $456K | $468K | 0.5% | |
| INTUIT COM | Common Stocks | — | $388K | $461K | 0.5% | |
| LPL FINL HLDGS INC COM | Common Stocks | — | $160K | $430K | 0.4% | |
| UNITEDHEALTH GROUP INC COM | Common Stocks | — | $573K | $429K | 0.4% | |
| GALLAGHER ARTHUR J & CO COM | Common Stocks | — | $205K | $424K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
