Janet J Reed signed JMG Insurance Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JMG Insurance Corp.'s EIN is 06-1387805.
Download the official 2024 Form 5500 (PDF) for JMG Insurance Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JMG Insurance Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMPAN |
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.
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| 13-5570651 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.0M | 81.2% | |
| Vanguard LifeStrategy Growth Fund Inv " | Mutual Funds | — | — | $4.5M | 20.4% | |
| Vanguard 500 Index Fund Admiral " | Common Collective Trusts | — | — | $2.2M | 10.0% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $1.8M | 8.0% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $1.6M | 7.2% | |
| Voya Lifetime Inc Prt 2030 II Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 6.2% | |
| AXA SEPARATE ACCOUNT 12-0001 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.8% | |
| American Funds The Growth Fund of America R6 " | Mutual Funds | — | — | $1.0M | 4.7% | |
| NATIONWIDE SEPARATE ACCOUNT 100 NATIONWIDE LIFE INSURANCE CO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.6% | |
| JPMorgan U.S. Equity Fund " | Other securities | — | — | $807K | 3.6% | |
| Guaranteed Account - Voya " | Other securities | — | — | $775K | 3.5% | |
| VARIABLE ANNUITY ACCOUNT 200 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $775K | 3.5% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $766K | 3.5% | |
| Voya Lifetime Inc Prt 2015 II Common Collective Trust | Common Collective Trusts | — | — | $594K | 2.7% | |
| Voya Fixed Account Guaranteed investment contract | Stable Value | — | — | $553K | 2.5% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $538K | 2.4% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $533K | 2.4% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $499K | 2.3% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $497K | 2.2% | |
| American Funds American Balanced Fund R6 " | Mutual Funds | — | — | $473K | 2.1% | |
| Voya Lifetime Inc Prt 2020 II Common Collective Trust | Common Collective Trusts | — | — | $378K | 1.7% | |
| Voya Lifetime Inc Prt 2035 II Common Collective Trust | Common Collective Trusts | — | — | $321K | 1.4% | |
| VY T. Rowe Price Diversified Mid Cap Growth Port R6 " | Other securities | — | — | $318K | 1.4% | |
| Participant loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $316K | 1.4% | |
| American Funds New Perspective Fund R6 " | Mutual Funds | — | — | $285K | 1.3% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $277K | 1.2% | |
| DFA US Large Cap Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $273K | 1.2% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $180K | 0.8% | |
| American Funds EuroPacific Growth Fund R6 " | Mutual Funds | — | — | $168K | 0.8% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $161K | 0.7% | |
| Invesco Developing Markets Fund R6 " | Mutual Funds | — | — | $156K | 0.7% | |
| Voya Lifetime Inc Prt 2025 II Common Collective Trust | Common Collective Trusts | — | — | $155K | 0.7% | |
| Invesco Global Fund R6 " | Mutual Funds | — | — | $130K | 0.6% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $124K | 0.6% | |
| DFA U.S. Targeted Value Portfolio Inst Fund " | Mutual Funds | — | — | $107K | 0.5% | |
| VOYA LIFETIME INCOME 2035 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 056 | Common Collective Trust | — | — | $107K | 0.5% | |
| PIMCO Total Return Fund Ins Registered Investment Company | Mutual Funds | — | — | $101K | 0.5% | |
| ClearBridge Small Cap Growth Fund " | Other securities | — | — | $95K | 0.4% | |
| VOYA LIFETIME INCOME 2030 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 083 | Common Collective Trust | — | — | $87K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth Fund Inv " | Mutual Funds | — | — | $77K | 0.3% | |
| PIMCO Real Return Fund " | Mutual Funds | — | — | $67K | 0.3% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $61K | 0.3% | |
| PIMCO High Yield Fund " | Mutual Funds | — | — | $54K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral " | Common Collective Trusts | — | — | $38K | 0.2% | |
| DFA Real Estate Securities Portfolio Instl Fund " | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Small-Cap Index Fund Admiral " | Common Collective Trusts | — | — | $13K | <0.1% | |
| AB Global Bond Fund Z " | Other securities | — | — | $8K | <0.1% | |
| Voya Government Money Market Fund A " | Cash / Money Market | — | — | $6K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $6K | <0.1% |
