Pauline Ashworth signed Preferred Mutual Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preferred Mutual Insurance Company's EIN is 15-0420080.
Download the official 2024 Form 5500 (PDF) for Preferred Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Preferred Mutual Insurance Company's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2723880 | — | ADMINSTRATION/CUSTODY | $267K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Institutional Asset Management Trust Company 8-10 Year Corporate Bond Commingled Pool | Common Collective Trusts | — | $26.3M | $27.2M | 54.3% | |
| FIAM 8-10 YR CORP BOND COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 155 | Common Collective Trust | — | — | $27.2M | 54.3% | |
| FIAM INSTITUTIONAL CASH COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 055 | Common Collective Trust | — | $7.2M | $7.2M | 14.4% | |
| FIAM LONG DURATION COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | $3.7M | $3.6M | 7.3% | |
| SPARTAN 500 INDEX POOL A GEODE CAPITAL MGMT TRUST CO · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $1.8M | $2.6M | 5.1% | |
| SPARTAN WORLD MIN VOL INDEX POOL GEODE CAPITAL MGMT TRUST CO · EIN 82-6293122 / PN 016 | Common Collective Trust | — | $2.3M | $2.5M | 4.9% | |
| Fidelity Institutional Asset Management Trust Company Long Corporate Commingled Pool | Common Collective Trusts | — | $2.4M | $2.4M | 4.7% | |
| FIAM LONG CORP COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 187 | Common Collective Trust | — | — | $2.4M | 4.7% | |
| FIAM SMALL-MID CAP CORE COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 029 | Common Collective Trust | — | $529K | $538K | 1.1% | |
| FIAM EMERGING MKTS DEBT COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 022 | Common Collective Trust | — | $482K | $526K | 1.1% | |
| FIAM EMERGING MARKETS COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 032 | Common Collective Trust | — | $440K | $467K | 0.9% | |
| Fidelity Institutional Asset Management Trust Company Select Emerging Markets Equity Commingled Pool | Common Collective Trusts | — | $438K | $467K | 0.9% | |
| FIAM SELECT EMERG MKTS EQ COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 100 | Common Collective Trust | — | — | $467K | 0.9% | |
| FIAM INTERMEDIATE DURATION COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 014 | Common Collective Trust | — | $433K | $443K | 0.9% | |
| FIAM US REAL ESTATE TR COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 190 | Common Collective Trust | — | $381K | $403K | 0.8% | |
| SPARTAN DEVELOPED INTL INDEX POOL GEODE CAPITAL MGMT TRUST CO · EIN 82-6293122 / PN 006 | Common Collective Trust | — | $262K | $326K | 0.7% | |
| FIAM SMALL CAP CORE COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 008 | Common Collective Trust | — | $249K | $263K | 0.5% | |
| Fidelity Institutional Asset Management Trust Company Intermediate Inflation-Protected Cpmmingledf Pool | Mutual Funds | — | $248K | $246K | 0.5% | |
| FIAM INTER INFLATION PRO COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 104 | Common Collective Trust | — | — | $246K | 0.5% | |
| SPARTAN COMMODITY INDEX POOL GEODE CAPITAL MGMT TRUST CO · EIN 82-6293122 / PN 008 | Common Collective Trust | — | $69K | $69K | 0.1% | |
| FIAM HIGH YIELD BOND COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT INTL SMALL CAP COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM FLOATING RATE HIGH INC COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 058 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM GLOBAL LOW VOL EQ COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
