Christine Durkee signed Arbella Mutual Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arbella Mutual Insurance Company's EIN is 04-3022050.
Download the official 2024 Form 5500 (PDF) for Arbella Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arbella Mutual Insurance Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$190K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $62.3M | 18.8% | |
| FID FREEDOM 2030 K Mutual Fund N/A | Mutual Funds | — | — | $24.1M | 7.3% | |
| FID BALANCED Mutual Fund N/A | Mutual Funds | — | — | $22.6M | 6.8% | |
| FID MID CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $21.8M | 6.6% | |
| FID FREEDOM 2035 K Mutual Fund N/A | Mutual Funds | — | — | $19.6M | 5.9% | |
| Managed Income Portfolio Class 1 Collective Trust N/A | Common Collective Trusts | — | — | $19.2M | 5.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $19.2M | 5.8% | |
| FID FREEDOM 2025 K Mutual Fund N/A | Mutual Funds | — | — | $18.7M | 5.6% | |
| FID CONTRAFUND K6 Mutual Fund N/A | Mutual Funds | — | — | $16.1M | 4.9% | |
| FID FREEDOM 2050 K Mutual Fund N/A | Mutual Funds | — | — | $11.4M | 3.4% | |
| FID FREEDOM 2020 K Mutual Fund N/A | Mutual Funds | — | — | $10.1M | 3.0% | |
| METWEST TOT RTN BD P Mutual Fund N/A | Other securities | — | — | $9.6M | 2.9% | |
| JPM US EQUITY R6 Mutual Fund N/A | Other securities | — | — | $9.1M | 2.7% | |
| JPM MID CAP VALUE R6 Mutual Fund N/A | Other securities | — | — | $9.0M | 2.7% | |
| FID FREEDOM 2055 K Mutual Fund N/A | Mutual Funds | — | — | $8.9M | 2.7% | |
| JH DISCPL VALUE R6 Mutual Fund N/A | Other securities | — | — | $8.8M | 2.7% | |
| FID FREEDOM 2045 K Mutual Fund N/A | Mutual Funds | — | — | $8.8M | 2.7% | |
| FID FREEDOM 2040 K Mutual Fund N/A | Mutual Funds | — | — | $8.7M | 2.6% | |
| FID INTL INDEX Mutual Fund N/A | Mutual Funds | — | — | $7.5M | 2.3% | |
| FID SM CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $7.2M | 2.2% | |
| AM CENT SM CAP GR R6 Mutual Fund N/A | Other securities | — | — | $5.2M | 1.6% | |
| FIDELITY GOVT INCOME Mutual Fund N/A | Mutual Funds | — | — | $3.6M | 1.1% | |
| AF EUROPAC GROWTH R6 Mutual Fund N/A | Other securities | — | — | $3.5M | 1.1% | |
| FID FREEDOM 2060 K Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 0.9% | |
| MFS MID CAP GRTH R4 Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 0.9% | |
| FID FREEDOM 2015 K Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 0.8% | |
| Notes Receivable from Participants Loans to Participants Varies 9.50% N/A | Bonds / Notes | — | — | $2.3M | 0.7% | |
| AS SPL SM CAP VAL R6 Mutual Fund N/A | Other securities | — | — | $1.9M | 0.6% | |
| FID FREEDOM INC K Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 0.5% | |
| FID FREEDOM 2065 K Mutual Fund N/A | Mutual Funds | — | — | $853K | 0.3% | |
| FID FREEDOM 2010 K Mutual Fund N/A | Mutual Funds | — | — | $395K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
