Life Benefit Plan's EIN is 11-1708617.
Download the official 2024 Form 5500 (PDF) for Life Benefit Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Life Benefit Plan'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 |
|---|---|---|---|---|---|
| MILLENNIUM INVESTMENT ADVISORS | — | CHARLOTTE, NC | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lord Abbett Ltd Dur Govt Fd Instl | Mutual Funds | — | $327K | $1.3M | 38.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | $12K | $499K | 15.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | $8K | $309K | 9.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | $10K | $296K | 9.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | $4K | $189K | 5.8% | |
| Vanguard Growth Index Fd - Admr 751.425 | Mutual Funds | — | — | $159K | 4.8% | |
| Vanguard 500 Index Fund - Admr 279.595 | Common Collective Trusts | — | — | $152K | 4.6% | |
| Matrix Trust Company, LLC Interest bearing cash and cash equivalents 108 * Notes receivable from participants - interest rates of 4.25% to 9.50%*** | Cash / Money Market | — | — | $135K | 4.1% | |
| Schwab Sm Cap Index Fd Select | Mutual Funds | — | $2K | $58K | 1.8% | |
| Vanguard Mid-Cap Value Index Fd 639.804 | Mutual Funds | — | — | $54K | 1.6% | |
| DFA Global Equity Port - I | Mutual Funds | — | $2K | $53K | 1.6% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $3K | $35K | 1.1% | |
| DFA US Large Cap Value Portfolio 616.542 | Mutual Funds | — | — | $30K | 0.9% | |
| Vanguard Target Retirement 2020 277.140 | Mutual Funds | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
