Brosnan Risk Consultants' EIN is 13-4132556.
Download the official 2022 Form 5500 (PDF) for Brosnan Risk Consultants from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Brosnan Risk Consultants' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SVCS (WF ADVS) | 34-1542819 | — | NONE | $0 | — |
| WILSHIRE ASSOCIATES INCORPORATED |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $34K | $812K | 24.8% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $11K | $463K | 14.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $12K | $444K | 13.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $10K | $245K | 7.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $5K | $211K | 6.5% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $8K | $207K | 6.3% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $9K | $202K | 6.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $99K | 3.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $4K | $78K | 2.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $2K | $67K | 2.1% | |
| S SHARES / UNITS Vanguard Mid-Cap Value Index Fund Adm 507 | Mutual Funds | — | — | $36K | 1.1% | |
| Fidelity International Index Fund 852 | Common Collective Trusts | — | — | $35K | 1.1% | |
| Vanguard Small Cap Growth Index Fund Adm 348 | Common Collective Trusts | — | — | $25K | 0.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $2K | $24K | 0.7% | |
| American Funds New Perspective Fund Class R-6 435 | Mutual Funds | — | — | $21K | 0.6% | |
| PRIN LIFETIME 2010 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $20K | 0.6% | |
| Invesco Discovery Mid Cap Growth Fund 788 | Mutual Funds | — | — | $20K | 0.6% | |
| GROUP ANNUITY CONTRACT * Principal Guaranteed Option | Common Stocks | — | — | $20K | 0.6% | |
| Principal Mid Cap S&P 400 Index Separate Accocunt Z 230 | Other securities | — | — | $19K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $19K | 0.6% | |
| PRIN LGCP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $18K | 0.6% | |
| Principal Large Cap Growth I Separate Account Z 373 | Pooled Separate Accounts | — | — | $17K | 0.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $17K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $14K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $13K | 0.4% | |
| Vanguard International Growth Fund Adm 109 | Mutual Funds | — | — | $10K | 0.3% | |
| Vanguard High-Yield Corporate Fund Adm | Mutual Funds | — | $1K | $7K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $7K | 0.2% | |
| Vanguard Small Cap Value Index Fund Adm 91 | Common Collective Trusts | — | — | $6K | 0.2% | |
| Vanguard International Value Fund Inv 141 | Mutual Funds | — | — | $5K | 0.2% | |
| American Funds New World Fund Class R-6 74 | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Intermediate-Term Bond Index Fund 434 | Common Collective Trusts | — | — | $4K | 0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $3K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $471 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| NONE |
| $0 |
| — |
