LISA FINN signed XL America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XL America, Inc.'s EIN is 06-1516268.
Download the official 2024 Form 5500 (PDF) for XL America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XL America, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | — | NORWALK, CT | INVESTMENT ADVISOR | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Legal & General L & G LG Duration US | Other securities | — | $16.0M | $13.7M | 31.9% | |
| FRANKLIN US LONG DURATION CREDIT GLOBAL TRUST COMPANY · EIN 32-6481196 / PN 002 | Common Collective Trust | — | $16.0M | $13.7M | 31.7% | |
| SSGA Barclays SSGA Barclays | Other securities | — | $8.9M | $9.1M | 21.1% | |
| State Street SS US Long Government | Other securities | — | $3.5M | $3.2M | 7.5% | |
| BlackRock BLF Fedfund Cash Reserve | Cash / Money Market | — | $493K | $493K | 1.1% | |
| State Street State Street S&P 500 | Common Collective Trusts | — | $264K | $392K | 0.9% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $314K | $384K | 0.9% | |
| State Street State Street GL AC EQ | Other securities | — | $244K | $294K | 0.7% | |
| Pimco Long Term Credit | Mutual Funds | — | $188K | $133K | 0.3% | |
| State Street SS 20 Plus Year US | Other securities | — | $179K | $126K | 0.3% | |
| State Street State Street Russell SM | Other securities | — | $58K | $79K | 0.2% | |
| State Street SS Intermediate US | Other securities | — | $67K | $68K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
