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 a defined-benefit pension formula, a cash-balance 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 |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 82-1061233 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PRICEWATERHOUSECOOPERS, LLP |
| 13-4008324 |
| — |
| NONE |
| $125K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN L.P. | 13-4334400 | — | NONE | $3.8M | — |
| MORGAN STANLEY | 06-9387141 | — | NONE | $3.7M | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $1.2M | — |
| HIGHBRIDGE | — | NEW YORK, NY | NONE | $523K | — |
| NP RAILCAR INVESTMENTS II LLC | — | NEW YORK, NY | NONE | $322K | — |
| ASF VII B L.P | — | — | NONE | $298K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $184K | — |
| EQUITABLE | 13-5570651 | — | NONE | $175K | — |
| KILPATRICK TOWNSEND LLP | 58-0511774 | — | NONE | $58K | — |
| LBI SOFTWARE, INC. | — | MELVILLE, NY | NONE | $18K | — |
| GIS PROOF AND CONTROL | — | BEATRICE, NE | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Private real estate investment trust Private real estate investment ** Morgan Stanley. The Prime Property Fund trust | Other securities | — | $136.6M | $302.5M | 17.6% | |
| NP Railcar Investments II LLC Private Equity Fund | Other securities | — | $42.6M | $42.6M | 2.5% | |
| SHORT TERM LIQUIDITY ACCOUNT AXA EQUITABLE LIFE INSURANCE CO. · EIN 13-5570651 / PN 002 | Pooled Separate Account | — | $39.6M | $39.6M | 2.3% | |
| Highbridge Aiguilles Rouges Specialty Loan Fund LP Hedge Fund | Other securities | — | $33.1M | $32.6M | 1.9% | |
| US TREASURY STRIP PRINC | U.S. Treasuries | — | $26.7M | $19.6M | 1.1% | |
| US TREASURY STRIP PRINC | U.S. Treasuries | — | $33.1M | $19.0M | 1.1% | |
| APPLE INC 67,690 shares | Common Stocks | — | $2.9M | $17.0M | 1.0% | |
| Private Equity Fund ASF VII B LP Private Equity Fund | Other securities | — | $16.1M | $16.0M | 0.9% | |
| NVIDIA CORPORATION 110,192 shares | Common Stocks | — | $513K | $14.8M | 0.9% | |
| MICROSOFT CORP 34,077 shares | Common Stocks | — | $3.1M | $14.4M | 0.8% | |
| US TREASURY PRINC STRIP | U.S. Treasuries | — | $11.6M | $10.5M | 0.6% | |
| AMAZON COM INC 42,943 shares | Common Stocks | — | $3.2M | $9.4M | 0.5% | |
| US TREASURY STRIP PRINC | U.S. Treasuries | — | $10.8M | $9.3M | 0.5% | |
| META PLATFORMS INC CLASS A 10,012 shares | Common Stocks | — | $1.3M | $5.9M | 0.3% | |
| DISCOVER BANK SERIES BKNT 02/06/2030, 2.70%, $6,539,000 | Bonds / Notes | — | $5.9M | $5.8M | 0.3% | |
| VMWARE LLC 08/15/2026, 1.40%, $6,086,000 | Bonds / Notes | — | $5.8M | $5.8M | 0.3% | |
| DEUTSCHE BANK NY 01/14/2032, 3.73%, $6,499,000 | Bonds / Notes | — | $5.7M | $5.7M | 0.3% | |
| HSBC HOLDINGS PLC 11/22/2027, 2.25%, $5,963,000 | Bonds / Notes | — | $5.7M | $5.7M | 0.3% | |
| ANGLOGOLD HOLDINGS PLC 10/01/2030, 3.75%, $6,275,000 | Bonds / Notes | — | $5.7M | $5.7M | 0.3% | |
| NATWEST GROUP PLC 06/01/2034, 6.48%, $5,488,000 | Bonds / Notes | — | $5.8M | $5.6M | 0.3% | |
| ROSS STORES INC 04/15/2031, 1.88%, $6,823,000 | Bonds / Notes | — | $5.9M | $5.6M | 0.3% | |
| AUTODESK INC 01/15/2030, 2.85%, $6,198,000 | Bonds / Notes | — | $5.8M | $5.6M | 0.3% | |
| VISTRA OPERATIONS CO LLC SERIES 144A 07/15/2029, 4.30%, $5,836,000 | Bonds / Notes | — | $5.6M | $5.6M | 0.3% | |
| ESSEX PORTFOLIO LP 04/01/2034, 5.50%, $5,568,000 | Bonds / Notes | — | $5.8M | $5.6M | 0.3% | |
| LOUISVILLE GAS & ELEC SERIES LOU 04/15/2033, 5.45%, $5,494,000 | Bonds / Notes | — | $5.8M | $5.6M | 0.3% | |
| FISERV INC 03/15/2034, 5.45%, $5,537,000 | Bonds / Notes | — | $5.7M | $5.5M | 0.3% | |
| PHILIP MORRIS INTL INC 02/15/2033, 5.38%, $5,516,000 | Bonds / Notes | — | $5.8M | $5.5M | 0.3% | |
| KRAFT HEINZ FOODS CO SERIES 144A 08/01/2039, 7.13%, $4,915,000 | Bonds / Notes | — | $5.7M | $5.5M | 0.3% | |
| BARCLAYS PLC 06/27/2034, 7.12%, $5,176,000 | Bonds / Notes | — | $5.5M | $5.5M | 0.3% | |
| THOMSON REUTERS CORP 04/15/2040, 5.85%, $5,420,000 | Bonds / Notes | — | $5.8M | $5.5M | 0.3% | |
| ONEOK PARTNERS LP 10/01/2036, 6.65%, $5,151,000 | Bonds / Notes | — | $5.8M | $5.5M | 0.3% | |
| ALLY FINANCIAL INC SERIES * 11/01/2031, 8.00%, $4,913,000 | Bonds / Notes | — | $5.5M | $5.4M | 0.3% | |
| QUALCOMM INC 05/20/2053, 6.00%, $5,195,000 | Bonds / Notes | — | $6.0M | $5.4M | 0.3% | |
| ALTRIA GROUP INC 02/14/2039, 5.80%, $5,477,000 | Bonds / Notes | — | $5.8M | $5.4M | 0.3% | |
| MDC HOLDINGS INC 01/15/2043, 6.00%, $5,412,000 | Bonds / Notes | — | $6.0M | $5.4M | 0.3% | |
| ENERGY TRANSFER LP 02/15/2042, 6.10%, $5,478,000 | Bonds / Notes | — | $5.7M | $5.4M | 0.3% | |
| AEP TEXAS INC 05/15/2052, 5.25%, $5,972,000 | Bonds / Notes | — | $5.9M | $5.4M | 0.3% | |
| CVS HEALTH CORP 03/25/2038, 4.78%, $6,231,000 | Bonds / Notes | — | $5.9M | $5.4M | 0.3% | |
| CDW LLC CDW FINANCE 12/01/2031, 3.57%, $6,033,000 | Bonds / Notes | — | $5.6M | $5.4M | 0.3% | |
| ENTERGY LOUISIANA LLC 06/15/2041, 3.10%, $7,486,000 | Bonds / Notes | — | $5.8M | $5.4M | 0.3% | |
| S&P GLOBAL INC SERIES WI 03/01/2062, 3.90%, $7,170,000 | Bonds / Notes | — | $5.9M | $5.3M | 0.3% | |
| MOODYS CORPORATION 11/29/2061, 3.10%, $8,914,000 | Bonds / Notes | — | $6.0M | $5.3M | 0.3% | |
| LILLY ELI & CO 02/27/2063, 4.95%, $5,900,000 | Bonds / Notes | — | $6.0M | $5.3M | 0.3% | |
| TOTALENERGIES CAPITAL SA 09/10/2064, 5.43%, $5,677,000 | Bonds / Notes | — | $5.7M | $5.3M | 0.3% | |
| Corporate: bonds (continued) ** LILLY ELI & CO 08/14/2064, 5.20%, $5,644,000 | Bonds / Notes | — | $5.8M | $5.2M | 0.3% | |
| MERCK & CO INC 12/10/2061, 2.90%, $9,080,000 | Bonds / Notes | — | $6.1M | $5.2M | 0.3% | |
| TESLA INC 12,772 shares | Common Stocks | — | $2.2M | $5.2M | 0.3% | |
| S&P GLOBAL INC | Common Stocks | — | $5.2M | $5.1M | 0.3% | |
| ALPHABET INC 26,846 shares | Common Stocks | — | $1.1M | $5.1M | 0.3% | |
| BANCO SANTANDER SA 08/08/2033, 6.92%, $4,800,000 | Bonds / Notes | — | $5.0M | $5.0M | 0.3% |
