Brian Tinger signed New England Biolabs, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New England Biolabs, Inc.'s EIN is 04-2631963.
Download the official 2023 Form 5500 (PDF) for New England Biolabs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)New England Biolabs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER | 04-3499945 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Life Time Hybrid 2040 Fund " | Other securities | — | — | $19.2M | 13.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $19.2M | 13.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $17.6M | 12.7% | |
| Principal Trust Life Time Hybrid 2045 Fund " | Other securities | — | — | $14.4M | 10.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $14.4M | 10.3% | |
| Principal Trust Life Time Hybrid 2030 Fund " | Other securities | — | — | $14.2M | 10.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $14.2M | 10.2% | |
| Principal Trust Life Time Hybrid 2050 Fund " | Other securities | — | — | $11.1M | 8.0% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.1M | 8.0% | |
| Principal Trust Life Time Hybrid 2035 Fund " | Other securities | — | — | $11.1M | 8.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.1M | 8.0% | |
| Principal Trust Life Time Hybrid 2055 Fund " | Other securities | — | — | $5.9M | 4.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.9M | 4.3% | |
| BlackRock Equity Dividend Inv C Fund (Eq Dividend I Fund) " | Other securities | — | — | $3.6M | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.3M | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.2M | 2.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.2M | 2.3% | |
| Principal Trust Life Time Hybrid 2025 Fund " | Other securities | — | — | $2.6M | 1.9% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 1.9% | |
| Principal Trust Life Time Hybrid 2060 Fund " | Other securities | — | — | $2.3M | 1.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.3M | 1.6% | |
| MFS International Value R3 Fund " | Mutual Funds | — | — | $2.0M | 1.5% | |
| Vanguard Total Intl Stock Index Adm Fund " | Mutual Funds | — | — | $2.0M | 1.4% | |
| Prudential Jennison Mid Cap Growth Z Fund " | Other securities | — | — | $1.8M | 1.3% | |
| JP Morgan MidCap Value Select Fund " | Other securities | — | — | $1.7M | 1.2% | |
| Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $1.6M | 1.2% | |
| Principal Trust Life Time Hybrid 2020 Fund " | Other securities | — | — | $1.6M | 1.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| Vanguard Interm-Term Bond Index Adm Fund " | Mutual Funds | — | — | $1.5M | 1.1% | |
| BlackRock Hybrid Bond Inst Fund Mutual fund | Other securities | — | — | $1.5M | 1.1% | |
| Metropolitan WT Total Return Bond I Fund " | Other securities | — | — | $1.4M | 1.0% | |
| Participant Loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $1.1M | 0.8% | |
| Loomis Sayles Small Cap Value Instl Fund " | Other securities | — | — | $948K | 0.7% | |
| American Funds New World Fund " | Mutual Funds | — | — | $939K | 0.7% | |
| Harding Loevner International Equity Port I Fund " | Other securities | — | — | $899K | 0.6% | |
| PIMCO International Bond Fund " | Mutual Funds | — | — | $733K | 0.5% | |
| BlackRock Global Allocation Inst Fund " | Other securities | — | — | $696K | 0.5% | |
| Cohen & Steers Realty Shares Fund " | Other securities | — | — | $650K | 0.5% | |
| Principal Trust Life Time Hybrid 2065 Fund " | Other securities | — | — | $609K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $609K | 0.4% | |
| Principal Trust Life Time Hybrid Income Fund Common collective trust | Common Collective Trusts | — | — | $537K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $537K | 0.4% | |
| Principal Trust Life Time Hybrid 2015 Fund " | Other securities | — | — | $373K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $373K | 0.3% | |
| Dimensional US Sustainability Core 1 Fund " | Mutual Funds | — | — | $275K | 0.2% | |
| BlackRock Inflation Protection Bond Instl Fund " | Other securities | — | — | $211K | 0.2% | |
| MFS Emerging Market Debt R2 Fund " | Mutual Funds | — | — | $38K | <0.1% | |
| (E) | Other securities | — | — | $38K | <0.1% | |
| Self-Directed Brokerage Account Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2K | <0.1% | |
| (E) | Other securities | — | — | $2K | <0.1% |
