Jerry Kowalchik signed Stolt-Nielsen USA Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stolt-Nielsen USA Inc.'s EIN is 13-1932470.
Download the official 2023 Form 5500 (PDF) for Stolt-Nielsen USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stolt-Nielsen USA 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 |
|---|---|---|---|---|---|
| MERCER INVESTMENT CONSULTING | 61-0736136 | — | NONE | $207K | — |
| MERCER (US) INC. | 13-2834414 | — | NONE | $129K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $40K | — |
| MCCONNELL AND JONES LLP | 76-0488832 | — | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MERCER ACTIVE LONG CORP INV MERCER US INC. · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $59.4M | $56.1M | 47.4% | |
| MERCER LONG DURATION PASSIVE FIXED MERCER US INC. · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $19.1M | $14.4M | 12.2% | |
| MERCER ACTIVE INTER CREDIT FIXED MERCER US INC. · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $13.8M | $14.2M | 12.0% | |
| SSGA INTERMEDIATE US GOVT BOND INDX MERCER US INC. · EIN 13-1932470 / PN 001 | Common Collective Trust | — | $6.8M | $7.1M | 6.0% | |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER US INC. · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $2.9M | $5.9M | 5.0% | |
| MERCER NON-US CORE EQUITY MERCER US INC. · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $3.9M | $5.9M | 5.0% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER US INC. · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $2.7M | $4.0M | 3.4% | |
| MERCER US SMALL / MID CAP EQUITY MERCER US INC. · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $1.8M | $3.0M | 2.5% | |
| MERCER EMERGING MARKET EQUITY MERCER US INC. · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $2.6M | $2.9M | 2.5% | |
| AEW Core Property Trust US Inc Real Estate Fund | Common Stocks | — | $2.1M | $2.1M | 1.8% | |
| MERCER ULTRA LONG DURATION MERCER US INC. · EIN 83-2461327 / PN 047 | Common Collective Trust | — | $3.8M | $1.8M | 1.5% | |
| First American Treasury Obligation Fund Class Z Money Market Fund | Cash / Money Market | — | $699K | $699K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
