James Dulligan signed Generali - U.S. Branch's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Generali - U.S. Branch's EIN is 13-5617450.
Download the official 2024 Form 5500 (PDF) for Generali - U.S. Branch from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Generali - U.S. Branch's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK | — | NEW YORK, NY | TRUSTEE | $127K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Bank of New York Mellon | Other securities | — | $17.6M | $21.8M | 59.5% | |
| COLL. TRUST AGG INDEX FUND BANK OF NEW YORK · EIN 13-6154008 / PN 033 | Common Collective Trust | — | — | $21.8M | 59.5% | |
| Bank of New York Mellon | Other securities | — | $2.9M | $14.3M | 39.0% | |
| DAILY VALUED STOCK INDEX FUND BANK OF NEW YORK · EIN 25-6078093 / PN 010 | Common Collective Trust | — | — | $14.3M | 39.0% | |
| Bank of New York Mellon | Other securities | — | $308K | $309K | 0.8% | |
| TEMPORARY INVESTMENT FUND BANK OF NEW YORK · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $309K | 0.8% | |
| Aetna Life Insurance Company | Common Stocks | — | $14K | $14K | <0.1% | |
| SEPARATE ACCOUNT 174 AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | — | — | $14K | <0.1% |
