Nicole Reilly signed GBLI Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GBLI Holdings, LLC's EIN is 20-0184863.
Download the official 2024 Form 5500 (PDF) for GBLI Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GBLI Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 ADMINISTRATOR | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $12.3M | 15.9% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.3M | 12.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $9.3M | 12.1% | |
| JP Morgan Funds | Other securities | — | — | $7.2M | 9.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $6.5M | 8.4% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.5M | 8.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $4.6M | 6.0% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.6M | 6.0% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.6M | 4.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $3.6M | 4.6% | |
| Vanguard Group | Mutual Funds | — | — | $3.4M | 4.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.4M | 4.3% | |
| Vanguard Group | Mutual Funds | — | — | $3.0M | 3.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.7M | 3.4% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.7M | 3.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.5M | 3.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 3.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $2.4M | 3.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.3M | 3.0% | |
| Vanguard Group | Mutual Funds | — | — | $1.7M | 2.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.7M | 2.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.6M | 2.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.6M | 2.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.6M | 2.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.3M | 1.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.3M | 1.7% | |
| MFS Investment Management | Mutual Funds | — | — | $1.3M | 1.7% | |
| PIMCO Funds | Mutual Funds | — | — | $1.2M | 1.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.2M | 1.6% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $992K | 1.3% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $969K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $969K | 1.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $888K | 1.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $888K | 1.1% | |
| Alliance Bernstein | Other securities | — | — | $751K | 1.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $458K | 0.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $418K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $416K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $322K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $322K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $155K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $155K | 0.2% | |
| BlackRock | Other securities | — | — | $737 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | 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.
