Sheldon Wright signed U.S. Fire Insurance Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Fire Insurance Co.'s EIN is 13-5459190.
Download the official 2024 Form 5500 (PDF) for U.S. Fire Insurance Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Fire Insurance Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $208K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC. | 06-1397347 | — | NONE |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $56K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund - | Common Collective Trusts | — | — | $93.3M | 15.8% | |
| Vanguard Institutional Target Retirement 2030 Fund - | Mutual Funds | — | — | $41.8M | 7.1% | |
| Vanguard Institutional Target Retirement 2045 Fund - | Mutual Funds | — | — | $36.7M | 6.2% | |
| Vanguard Institutional Target Retirement 2035 Fund - | Mutual Funds | — | — | $35.3M | 6.0% | |
| Vanguard Institutional Target Retirement 2025 Fund - | Mutual Funds | — | — | $32.3M | 5.5% | |
| Vanguard Treasury Money Market Fund - | Mutual Funds | — | — | $32.0M | 5.4% | |
| Vanguard Institutional Target Retirement 2040 Fund - | Mutual Funds | — | — | $30.3M | 5.1% | |
| Vanguard Institutional Target Retirement 2050 Fund - | Mutual Funds | — | — | $29.7M | 5.0% | |
| Fidelity Contrafund - | Mutual Funds | — | — | $29.2M | 4.9% | |
| Dodge & Cox Dodge & Cox Stock Fund; Class X - | Mutual Funds | — | — | $24.3M | 4.1% | |
| Vanguard Total International Stock Index Fund - | Common Collective Trusts | — | — | $23.6M | 4.0% | |
| Vanguard Institutional Target Retirement 2055 Fund - | Mutual Funds | — | — | $23.4M | 4.0% | |
| Vanguard Wellington Fund - | Mutual Funds | — | — | $23.4M | 4.0% | |
| Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $18.3M | 3.1% | |
| Vanguard Extended Market Index Fund - | Common Collective Trusts | — | — | $16.4M | 2.8% | |
| Vanguard Institutional Target Retirement 2020 Fund - | Mutual Funds | — | — | $15.5M | 2.6% | |
| Neuberger Berman Neuberger Berman Genesis Fund - | Other securities | — | — | $14.5M | 2.5% | |
| Vanguard Institutional Target Retirement 2060 Fund - | Mutual Funds | — | — | $9.5M | 1.6% | |
| Vanguard Wellesley Income Fund - | Mutual Funds | — | — | $8.8M | 1.5% | |
| PIMCO Total Return Fund - | Mutual Funds | — | — | $8.3M | 1.4% | |
| American Funds EuroPacific Growth Fund - | Mutual Funds | — | — | $8.0M | 1.3% | |
| Vanguard Institutional Target Retirement Income - | Mutual Funds | — | — | $6.2M | 1.1% | |
| Vanguard FTSE Social Index Fund Investor Shares - | Common Collective Trusts | — | — | $4.5M | 0.8% | |
| Vanguard Institutional Target Retirement 2065 Fund - | Mutual Funds | — | — | $3.6M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund - | Mutual Funds | — | — | $3.4M | 0.6% | |
| Vanguard Institutional Target Retirement 2070 Fund - | Mutual Funds | — | — | $419K | <0.1% | |
| Apple Inc Com Common Stock - | Common Stocks | — | — | $358K | <0.1% | |
| Fiserv Inc Common Stock - 616 GE Aerospace Common Stock - | Common Stocks | — | — | $253K | <0.1% | |
| Nvidia Corp Com Common Stock - | Common Stocks | — | — | $224K | <0.1% | |
| Undiscovered Managers Undiscovered Managers Behavioral Fund - | Other securities | — | — | $186K | <0.1% | |
| U.S. Bank Ntnl Assoc OH 4.6% CD 08/22/2025 Bond - | Bonds / Notes | — | — | $179K | <0.1% | |
| Vanguard Cash Reserves Fed Mmkt Admiral Money Market - | Mutual Funds | — | — | $138K | <0.1% | |
| Cara Therapeutics Common Stock - 153 Cash - | Cash / Money Market | — | — | $137K | <0.1% | |
| GE Vernova Inc Common Stock - | Common Stocks | — | — | $126K | <0.1% | |
| MFS International MFS International Diversification Fund - | Mutual Funds | — | — | $114K | <0.1% | |
| Schlumberger Limited Com Common Stock - | Common Stocks | — | — | $76K | <0.1% | |
| Tesla Inc Common Stock - | Common Stocks | — | — | $69K | <0.1% | |
| Altria Group Inc Com Common Stock - 762 Amazon Com Inc Com Common Stock - | Common Stocks | — | — | $55K | <0.1% | |
| Schwab Government Money Schwab Non-Sweep MMF - | Mutual Funds | — | — | $54K | <0.1% | |
| Schwab US Dividend UIT Exchange Traded - | Mutual Funds | — | — | $50K | <0.1% | |
| Linde Plc Common Stock - 837 Marriott Intl Inc NE A Common Stock - 279 MDU Res Group Inc Common Stock - 288 SPDR S&P Midcap 400 ETF IV Unit - | Common Stocks | — | — | $41K | <0.1% | |
| GE Healthcare Technology Common Stock - | Common Stocks | — | — | $39K | <0.1% | |
| Self-directed brokerage accounts Alphabet Inc Com Cl C Common Stock - | Self-Directed Brokerage | — | — | $38K | <0.1% | |
| Vanguard Value Index ADM Mutual Fund - | Mutual Funds | — | — | $35K | <0.1% | |
| ARK 21Shares Bitcoin ETF Unit - | Other securities | — | — | $31K | <0.1% | |
| Schwab Value Advantage Schwab Non-Sweep MMF - | Mutual Funds | — | — | $31K | <0.1% | |
| Microsoft Corp Com Common Stock - | Common Stocks | — | — | $27K | <0.1% | |
| Morgan Stanley Bank, UT 5% CD 05/01/2026 Bond - | Bonds / Notes | — | — | $27K | <0.1% | |
| SPDR S&P 500 ETF UIT Exchange Traded - | Common Collective Trusts | — | — | $27K | <0.1% | |
| Wabtec Corp Com Common Stock - 379 Xtract One Technologies Common Stock - | Common Stocks | — | — | $27K | <0.1% |
