Mike Francesconi signed Equitable Financial Life Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equitable Financial Life Insurance Company's EIN is 13-5570651.
Download the official 2024 Form 5500 (PDF) for Equitable Financial Life Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equitable Financial Life Insurance Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $364K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS, LLP | 13-4008324 | — | ACCOUNTANT | $98K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK STOCKTON LLP | 58-0511774 | — | LEGAL | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBI SOFTWARE ENGINEERING | 13-3118789 | — | CONSULTING | $300K | — |
| EQUITABLE | 13-5570651 | — | OTHER SERVICES | $284K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $968.3M | 36.5% | |
| BlkRck Eq Index BlkRck Eq Index | Other securities | — | — | $746.0M | 28.2% | |
| BLACKROCK EQUITY INDEX S&P 500 BLACKROCK EQUITY INDEX S&P | Common Collective Trusts | — | — | $222.3M | 8.4% | |
| RUSSELL 2500 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $202.5M | 7.6% | |
| BlackRock Russe BlackRock Russe | Other securities | — | — | $161.2M | 6.1% | |
| BLACKROCK MSCI ACWI EX-U.S.IMI IND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $158.2M | 6.0% | |
| Self Directed Brokerage Account (SDBA) Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $129.9M | 4.9% | |
| HoodRiver Small Cap Growth HoodRiver Small Cap Growth | Other securities | — | — | $120.0M | 4.5% | |
| FIAM GROUP CORE PLUS COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $111.3M | 4.2% | |
| Growth mutual funds EQ Advisors Trust EQ GAMCO Small Company Value | Common Stocks | — | — | $110.0M | 4.2% | |
| US DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $98.9M | 3.7% | |
| BLACKROCK MSCI ACWI EX US IMI BLACKROCK MSCI ACWI EX US IMI | Other securities | — | — | $96.0M | 3.6% | |
| mutual funds AQR LARGE CAP DEF STYLE R6 AQR LARGE CAP DEF STYLE R6 | OTHER | — | — | $93.4M | 3.5% | |
| BLACKROCK US DEBT INDEX FUND BLACKROCK US DEBT INDEX FUND | Common Collective Trusts | — | — | $79.5M | 3.0% | |
| FIDELITY FIAM CORE PLUS COMMINGLE Fidelity FIAM | Mutual Funds | — | — | $79.4M | 3.0% | |
| BlackRock MSCI BlackRock MSCI | Other securities | — | — | $62.2M | 2.3% | |
| FTSE EPRA NAREIT US REAL ESTATE SEC BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-3852261 / PN 001 | Common Collective Trust | — | — | $57.3M | 2.2% | |
| SPRUCEGROVE COLL INV TRUST SEI TRUST COMPANY · EIN 82-3729482 / PN 112 | Common Collective Trust | — | — | $56.7M | 2.1% | |
| MFS INTL GROWTH FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $55.1M | 2.1% | |
| BLACKROCK RUSSELL 2500 INDEX FUND BLACKROCK RUSSELL 2500 INDEX | Common Collective Trusts | — | — | $41.3M | 1.6% | |
| US TREASURY INFL PROTECTED SECUR BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $38.7M | 1.5% | |
| SPRUCE GROVE SPRUCE GROVE | Other securities | — | — | $32.1M | 1.2% | |
| FIAM CORE PLUS CL H FIAM | Other securities | — | — | $31.9M | 1.2% | |
| MFS INTERNATIONAL GROWTH FUND MFS HERITAGETRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $31.8M | 1.2% | |
| UST NOTES 4.625% 04/30/2029 Bonds: US TGA | Bonds / Notes | — | — | $30.1M | 1.1% | |
| State Street Bank and Trust Company AB US YIELD COLL INV TRST | Common Stocks | — | — | $28.1M | 1.1% | |
| AB US HIGH YIELD COLLECTIVE TRUST ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 015 | Common Collective Trust | — | — | $28.1M | 1.1% | |
| Notes receivable from participants * Notes receivable from participants 4.25% to 11.00% (2025 -2039) | Bonds / Notes | — | — | $26.0M | 1.0% | |
| 1-3 YEAR GOVT BOND INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3272267 / PN 001 | Common Collective Trust | — | — | $25.7M | 1.0% | |
| Spg U.S. Int'l Spg U.S. Int'l | Other securities | — | — | $24.6M | 0.9% | |
| UST NOTES 4.25% 02/28/2029 Bonds: US TGA | Bonds / Notes | — | — | $22.5M | 0.8% | |
| UST NOTES 4% 06/30/2028 Bonds: US TGA | Bonds / Notes | — | — | $22.5M | 0.8% | |
| BlackRock U.S. BlackRock U.S. | Other securities | — | — | $19.4M | 0.7% | |
| UST NOTES 4.875% 10/31/2028 Bonds: US TGA | Bonds / Notes | — | — | $18.9M | 0.7% | |
| UST NOTES 4% 02/29/2028 Bonds: US TGA | Bonds / Notes | — | — | $11.7M | 0.4% | |
| HoodRiver Small HoodRiver Small | Other securities | — | — | $11.4M | 0.4% | |
| UST NOTES 4% 12/15/2027 Bonds: US TGA | Bonds / Notes | — | — | $9.6M | 0.4% | |
| UST NOTES 3.5% 09/30/2029 Bonds: US TGA | Bonds / Notes | — | — | $6.9M | 0.3% | |
| UST NOTES 4.25% 02/28/2031 Bonds: US TGA | Bonds / Notes | — | — | $6.3M | 0.2% | |
| VANG VMMR-FED MMKT VANG VMMR-FED MMKT | Other securities | — | — | $6.3M | 0.2% | |
| UST NOTES 4.125% 07/31/2028 Bonds: US TGA | Bonds / Notes | — | — | $6.1M | 0.2% | |
| UST NOTES 4.375% 05/15/2034 Bonds: US TGA | Bonds / Notes | — | — | $5.8M | 0.2% | |
| Fixed income mutual funds Colchester Street Trust: Money Market Fidelity Management Trust Company Portfolio | Mutual Funds | — | — | $5.4M | 0.2% | |
| UST NOTES 4.375% 12/31/2029 Bonds: US TGA | Bonds / Notes | — | — | $4.7M | 0.2% | |
| UST NOTES 2.875% 05/15/2032 Bonds: US TGA | Bonds / Notes | — | — | $4.0M | 0.2% | |
| Fidelity Equitable Fixed Income Fund *** Synthetic GIC Contract Wrapper JP MORGAN CHASE AXA-2-07 Synthetic GIC Contract Wrapper | Stable Value | — | — | $3.0M | 0.1% | |
| 063048001 Synthetic GIC Contract Wrapper | Stable Value | — | — | $2.7M | 0.1% | |
| TRANSAMERICA PREMIER LIFE Synthetic GIC Contract Wrapper | Stable Value | — | — | $2.4M | <0.1% | |
| FID_AXA_IP_1117 Synthetic GIC Contract Wrapper | Stable Value | — | — | $2.2M | <0.1% | |
| AMERICAN GENERAL LIFE: 931942 Synthetic GIC Contract Wrapper | Stable Value | — | — | $2.0M | <0.1% |
