Heather FINN signed Ports America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ports America's EIN is 13-5628741.
Download the official 2024 Form 5500 (PDF) for Ports America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ports America's plan includes a frozen benefit (no new accruals), 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN. | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | INVESTMENT ADVISORY | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.6M | 100.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $7.6M | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAPIRO & DUFFALO, P.C. | 13-3929454 | — | ACCOUNTANT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | ACTUARY | $57K | — |
