NEBO Agency, LLC's EIN is 20-0991436.
Download the official 2024 Form 5500 (PDF) for NEBO Agency, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NEBO Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE (USA) | 01-0233346 | BUFFALO, NY | NONE | $870 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT | 58-2484343 | ATLANTA, GA | NONE | $21K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.8M | 27.6% | |
| AMERICAN FUNDS 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $864K | 13.0% | |
| AMERICAN FUNDS 2050 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $812K | 12.2% | |
| NUVEEN LARGE CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $741K | 11.2% | |
| AMERICAN FUNDS 2060 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $572K | 8.6% | |
| HARTFORD BALANCED INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $466K | 7.0% | |
| AMERICAN FUNDS - 2045 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $317K | 4.8% | |
| AMERICAN FUNDS 2065 - 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $228K | 3.4% | |
| JH STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $172K | 2.6% | |
| FIDELITY ADV DIVERSIFIED INTL JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $120K | 1.8% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $112K | 1.7% | |
| Participant loans Interest rates range from 3.50% to 10.50% - | Bonds / Notes | — | — | $112K | 1.7% | |
| INVESCO EQUITY AND INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $105K | 1.6% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $78K | 1.2% | |
| AMERICAN FUNDS NEW WORLD FUNDS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $43K | 0.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $40K | 0.6% | |
| AMERICAN FUND - 2035 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $15K | 0.2% | |
| AMERICAN FUNDS 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
