Shaneza Mohamed signed The Lowell School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lowell School's EIN is 11-3120337.
Download the official 2023 Form 5500 (PDF) for The Lowell School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Lowell School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Life Insurance Co of NY LS-Moderate | Common Stocks | — | — | $705K | 24.3% | |
| John Hancock Life Insurance Co of NY LS-Growth | Common Stocks | — | — | $379K | 13.1% | |
| John Hancock Life Insurance Co of NY LS-Balance | Common Stocks | — | — | $330K | 11.4% | |
| John Hancock Life Insurance Co of NY Idx Mid | Common Collective Trusts | — | — | $294K | 10.1% | |
| John Hancock Life Insurance Co of NY AF Am Bal | Common Stocks | — | — | $180K | 6.2% | |
| John Hancock Life Insurance Co of NY World 311 * John Hancock Life Insurance Co of NY Vs Cap App | Common Stocks | — | — | $161K | 5.5% | |
| John Hancock Life Insurance Co of NY Vs ScTec | Common Stocks | — | — | $139K | 4.8% | |
| John Hancock Life Insurance Co of NY Vs Utilities 214 * John Hancock Life Insurance Co of NY JPM Mcvalu | Common Stocks | — | — | $123K | 4.3% | |
| John Hancock Life Insurance Co of NY Beacon | Common Stocks | — | — | $56K | 1.9% | |
| John Hancock Life Insurance Co of NY Energy | Common Stocks | — | — | $41K | 1.4% | |
| John Hancock Life Insurance Co of NY Inx Intl 446 * John Hancock Life Insurance Co of NY Sci Tech | Common Stocks | — | — | $35K | 1.2% | |
| John Hancock Life Insurance Co of NY Money | Common Stocks | — | — | $30K | 1.0% | |
| John Hancock Life Insurance Co of NY Trp Eq Inc. | Common Stocks | — | — | $30K | 1.0% | |
| John Hancock Life Insurance Co of NY Fund LCV 47 * John Hancock Life Insurance Co of NY DFA Tava 26 * John Hancock Life Insurance Co of NY JPM Use | Mutual Funds | — | — | $28K | 1.0% | |
| John Hancock Life Insurance Co of NY Vs Blue Chip | Common Stocks | — | — | $23K | 0.8% | |
| John Hancock Life Insurance Co of NY JH Bond | Common Stocks | — | — | $20K | 0.7% | |
| John Hancock Life Insurance Co of NY MGCF | Common Stocks | — | — | $19K | 0.7% | |
| John Hancock Life Insurance Co of NY 3 YR Comp | Common Stocks | — | — | $18K | 0.6% | |
| John Hancock Life Insurance Co of NY Discovery | Common Stocks | — | — | $16K | 0.5% | |
| John Hancock Life Insurance Co of NY Index 500 | Common Stocks | — | — | $15K | 0.5% | |
| John Hancock Life Insurance Co of NY Vs It Co | Common Stocks | — | — | $14K | 0.5% | |
| John Hancock Life Insurance Co of NY LS-Aggressive | Common Stocks | — | — | $12K | 0.4% | |
| John Hancock Life Insurance Co of NY Fid Total | Mutual Funds | — | — | $8K | 0.3% | |
| John Hancock Life Insurance Co of NY Vs Eqinc | Common Stocks | — | — | $5K | 0.2% | |
| John Hancock Life Insurance Co of NY Heritage | Common Stocks | — | — | $5K | 0.2% | |
| John Hancock Life Insurance Co of NY New Opps | Common Stocks | — | — | $4K | 0.1% | |
| John Hancock Life Insurance Co of NY Global | Common Stocks | — | — | $3K | 0.1% | |
| John Hancock Life Insurance Co of NY Vs Financial | Common Stocks | — | — | $3K | <0.1% | |
| John Hancock Life Insurance Co of NY Sm-Md Growth | Common Stocks | — | — | $3K | <0.1% | |
| John Hancock Life Insurance Co of NY Discip Val | Common Stocks | — | — | $3K | <0.1% | |
| John Hancock Life Insurance Co of NY Idx Small | Common Collective Trusts | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Co of NY Short Term | Common Stocks | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Co of NY Spectrum I | Common Stocks | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Co of NY Small Grth 220 * John Hancock Life Insurance Co of NY Domini Soc | Common Stocks | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Co of NY Develop Mkt | Common Stocks | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Co of NY Idx Total | Common Collective Trusts | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Co of NY 10 YR Comp | Common Stocks | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Co of NY Vs Rests | Common Stocks | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Co of NY Health Sci | Common Stocks | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Co of NY Europac | Common Stocks | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Co of NY 5 YR Comp | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
