Emilio Bonilla signed Lifespire, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifespire, Inc.'s EIN is 13-2526022.
Download the official 2024 Form 5500 (PDF) for Lifespire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifespire, 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 |
|---|---|---|---|---|---|
| UNION BANK OF SWITZERLAND GROUP | 13-2638166 | — | NONE | $178K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $149K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UBS (Account No. 43558) | Other securities | — | $17.7M | $20.7M | 36.9% | |
| UBS (Account No. 41555) | Other securities | — | $8.7M | $8.6M | 15.4% | |
| UBS (Account No. 01453) | Other securities | — | $5.2M | $7.3M | 12.9% | |
| UBS (Account No. 41556) | Other securities | — | $4.5M | $7.2M | 12.9% | |
| UBS (Account No. 41554) | Other securities | — | $3.4M | $4.1M | 7.4% | |
| UBS (Account No. 41654) | Other securities | — | $2.3M | $2.7M | 4.8% | |
| UBS (Account No. 41657) | Other securities | — | $2.1M | $2.5M | 4.4% | |
| UBS (Account No. 41655) | Other securities | — | $1.2M | $1.6M | 2.9% | |
| UBS (Account No. 01454) | Other securities | — | $774K | $1.1M | 2.0% | |
| UBS (Account No. 41557) | Other securities | — | $81K | $81K | 0.1% |