JEFF Agnew signed Jefferies Financial Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferies Financial Group Inc.'s EIN is 13-2615557.
Download the official 2024 Form 5500 (PDF) for Jefferies Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferies Financial Group 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 |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO N | 94-3112180 | — | NONE | $389K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $392K | — |
| PRINCIPAL TRUST COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| INTERMEDIATE GOVT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $27.0M | $27.5M | 26.8% | |
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3302956 / PN 001 | Common Collective Trust | — | $10.3M | $24.7M | 24.0% | |
| LNG DUR CORP CR SCREEN NONLEND FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-4520291 / PN 001 | Common Collective Trust | — | — | $12.1M | 11.8% | |
| BlackRock U.S. Long Credit Bond Fund | U.S. Treasuries | — | $13.1M | $12.1M | 11.7% | |
| US LONG CREDIT BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3263177 / PN 001 | Common Collective Trust | — | $12.5M | $12.1M | 11.7% | |
| INTERNATIONAL ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3242550 / PN 001 | Common Collective Trust | — | $5.0M | $8.7M | 8.4% | |
| EMERGING MARKETS OPPORTUNITIES FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 33-1030441 / PN 001 | Common Collective Trust | — | $2.8M | $3.7M | 3.6% | |
| TREAS US 10 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $5.3M | $3.1M | 3.0% | |
| ALPHACREDIT HIGH YIELD FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 37-1440903 / PN 001 | Common Collective Trust | — | $2.5M | $3.1M | 3.0% | |
| TREAS US 5 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $3.2M | $2.6M | 2.5% | |
| TREAS US 15 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $4.3M | $2.0M | 1.9% | |
| Money Market Fund Allspring Global Allspring Government Money Market Fund | Cash / Money Market | — | $1.1M | $1.1M | 1.1% | |
| TREAS US 20 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $1.9M | $909K | 0.9% | |
| TREAS US 25 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $625K | $488K | 0.5% | |
| BLACKROCK SHORT-TERM INV FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-6450621 / PN 001 | Common Collective Trust | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 51-0099493 |
| — |
| NONE |
| $68K |
| — |
| TANNER LLC | 20-2253063 | — | NONE | $20K | — |
