This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $0 | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET S&P 500 IDX SEC LEND I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $5.0M | 18.4% |
| AMERICAN FUNDS TRGT DATE RET 2025 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $2.6M | 9.4% |
| JPMORGAN LARGE CAP GROWTH R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $1.9M | 6.9% |
| STATE STREET RUSSELL L/C GROWTH IDX UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $1.6M | 5.8% |
| AMERICAN FUNDS TRGT DATE RET 2050 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $1.1M | 4.0% |
| AMERICAN FUNDS TRGT DATE RET 2045 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $1.1M | 4.0% |
| AMERICAN FUNDS TRGT DATE RET 2035 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $972K | 3.5% |
| AMERICAN FUNDS TRGT DATE RET 2055 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $925K | 3.4% |
| AMERICAN FUNDS TRGT DATE RET 2030 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $899K | 3.3% |
| MFS MID CAP GROWTH R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $841K | 3.1% |
| AMERICAN FUNDS TRGT DATE RET 2040 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $573K | 2.1% |
| AMERICAN FUNDS TRGT DATE RET 2060 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $477K | 1.7% |
| AMERICAN FUNDS TRGT DATE RET 2010 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $301K | 1.1% |
| MFS INTERNATIONAL GROWTH R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $211K | 0.8% |
| STATE STREET S&P MIDCAP IDX SEC LEN UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $200K | 0.7% |
| AMERICAN FUNDS TRGT DATE RET 2020 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $151K | 0.6% |
| T. ROWE PRICE SPECT MOD GRW ALLOC I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $120K | 0.4% |
| STATE STREET RUSS SM CAP GR IND NON UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $100K | 0.4% |
| AMERICAN FUNDS TRGT DATE RET 2065 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $92K | 0.3% |
| STATE STREET EMERGING MKT IND SL II UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $79K | 0.3% |
| STATE STREET RUSS SM CAP VA IND NON UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $60K | 0.2% |
| STATE STREET INTL SECS LENDING IX UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $60K | 0.2% |
| T. ROWE PRICE SPECTRUM MOD ALLOC I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $44K | 0.2% |
| RETIREMENT RIGHT STABLE VALUE I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $36K | 0.1% |
| COHEN & STEERS INSTL REALTY SHARES UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $36K | 0.1% |
| CLEARBRIDGE SMALL CAP GROWTH I S UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $20K | <0.1% |
| STATE STREET RUSS SM CAP IND SECS L UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $15K | <0.1% |
| MFS MID CAP VALUE R6 UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $15K | <0.1% |
| T. ROWE PRICE SPECTRUM CONS ALLOC I UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| AMERICAN FUNDS TRGT DATE RET 2015 R UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $1K | <0.1% |
| TCW METWEST TOTAL RETURN BOND PLAN UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $651 | <0.1% |
| STATE STREET US GOV/CRT BD IND NONL UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $359 | <0.1% |
| STATE STREET US INFL PRO BD IDX S/L UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $264 | <0.1% |
| VANGUARD WINDSOR II ADM UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | $118 | <0.1% |
