Unitarian Universalist Association Employee Benefits Trust's EIN is 20-8079417.
Download the official 2023 Form 5500 (PDF) for Unitarian Universalist Association Employee Benefits Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Unitarian Universalist Association Employee Benefits Trust's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | — | WINDSOR, CT | ACTUARY | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $621K | 10.5% | |
| iShares ESG 1-5 YR USD Corp Bond ETF Fixed Income Funds n/a | Common Stocks | — | $207K | $199K | 3.4% | |
| Calvert Income Fund Fixed Income Funds n/a | Other securities | — | $214K | $197K | 3.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $187K | 3.2% | |
| Federated Government Obligation Tax Managed Fund Money Market n/a | Cash / Money Market | — | $186K | $186K | 3.1% | |
| CSX Corporation Corporate Bond 3/1/2028 3.80% n/a | Bonds / Notes | — | $100K | $96K | 1.6% | |
| Pfizer Inc. Corporate Bond 12/15/2026 3.00% n/a | Bonds / Notes | — | $101K | $95K | 1.6% | |
| PNC Bank Corp. Corporate Bond 7/23/2026 2.60% n/a | Bonds / Notes | — | $102K | $95K | 1.6% | |
| Starbucks Corp Corporate Bond 3/12/2027 2.00% n/a | Bonds / Notes | — | $102K | $92K | 1.6% | |
| Hartford Financial Services Corporate Bond 8/19/2029 2.80% n/a | Bonds / Notes | — | $105K | $89K | 1.5% | |
| Principal Preferred Securities Fund Fixed Income Funds n/a | Other securities | — | $75K | $76K | 1.3% | |
| Calvert High Yield Bond Fund Fixed Income Funds n/a | Other securities | — | $74K | $75K | 1.3% | |
| iShares ESG Aware USD Corporate Bond ETF Fixed Income Funds n/a | Other securities | — | $78K | $73K | 1.2% | |
| Microsoft Equity Security n/a | Other securities | — | $22K | $54K | 0.9% | |
| Nvidia Corporation Equity Security n/a | Common Stocks | — | $21K | $53K | 0.9% | |
| Intel Corp. Corporate Bond 2/21/2031 5.00% n/a | Bonds / Notes | — | $50K | $50K | 0.8% | |
| Nextera Energy Inc. Corporate Bond 2/28/2028 4.90% n/a | Bonds / Notes | — | $50K | $50K | 0.8% | |
| HP INC. Corporate Bond 1/15/2028 4.75% n/a | Bonds / Notes | — | $50K | $49K | 0.8% | |
| UnitedHealth Group Inc. Corporate Bond 7/15/2025 3.75% n/a | Bonds / Notes | — | $50K | $49K | 0.8% | |
| Humana Inc. Corporate Bond 4/1/2030 4.88% n/a | Bonds / Notes | — | $47K | $49K | 0.8% | |
| Keycorp Corporate Bond 10/29/2025 4.15% n/a | Bonds / Notes | — | $50K | $49K | 0.8% | |
| V F Corp., Inc. Corporate Bond 4/23/2025 2.40% n/a | Bonds / Notes | — | $51K | $49K | 0.8% | |
| Georgia Power Co. Corporate Bond 5/15/2032 4.70% n/a | Bonds / Notes | — | $49K | $48K | 0.8% | |
| FedEx Corporation Corporate Bond 5/15/2030 4.25% n/a | Bonds / Notes | — | $46K | $48K | 0.8% | |
| CVS Health Corporation Corporate Bond 6/1/2026 2.88% n/a | Bonds / Notes | — | $50K | $48K | 0.8% | |
| Oracle Corporation Corporate Bond 4/1/2027 2.80% n/a | Bonds / Notes | — | $52K | $47K | 0.8% | |
| American Electric Power Co. Corporate Bond 11/13/2027 3.20% n/a | Bonds / Notes | — | $51K | $47K | 0.8% | |
| W P Carey, Inc. Corporate Bond 7/15/2029 3.85% n/a | Bonds / Notes | — | $47K | $47K | 0.8% | |
| Eaton Corporation, PLC Corporate Bond 11/2/2032 4.00% n/a | Bonds / Notes | — | $47K | $47K | 0.8% | |
| Keurig Dr. Pepper Inc. Corporate Bond 4/15/2032 4.05% n/a | Bonds / Notes | — | $46K | $46K | 0.8% | |
| Mohawk Ind, Inc. Corporate Bond 5/15/2030 3.63% n/a | Bonds / Notes | — | $45K | $46K | 0.8% | |
| Ameren Corp Corporate Bond 1/15/2031 3.50% n/a | Bonds / Notes | — | $44K | $45K | 0.8% | |
| Thermo Fisher Scientific, Inc. Corporate Bond 10/1/2029 2.60% n/a | Bonds / Notes | — | $52K | $45K | 0.8% | |
| Ebay Inc. Corporate Bond 5/10/2031 2.60% n/a | Bonds / Notes | — | $40K | $43K | 0.7% | |
| Boston Properties LP Corporate Bond 1/30/2031 3.25% n/a | Bonds / Notes | — | $43K | $42K | 0.7% | |
| Alphabet Inc. Cl A Equity Security n/a | Common Stocks | — | $12K | $36K | 0.6% | |
| Apple Inc. Equity Security n/a | Common Stocks | — | $13K | $33K | 0.6% | |
| iShares ESG SCR S&P Midcap ET Equity Security n/a | Other securities | — | $25K | $27K | 0.5% | |
| Dr. Pepper Snapple Group Inc. Corporate Bond 9/15/2026 2.55% n/a | Bonds / Notes | — | $25K | $24K | 0.4% | |
| Amgen Inc. Corporate Bond 2/21/2027 2.20% n/a | Bonds / Notes | — | $25K | $23K | 0.4% | |
| Broadcom Inc. Equity Security n/a | Common Stocks | — | $3K | $22K | 0.4% | |
| Texas Instruments Inc. Corporate Bond 9/4/2029 2.25% n/a | Bonds / Notes | — | $25K | $22K | 0.4% | |
| Proshares S&P 500 Dividend Aristocrats ETF Equity Security n/a | Common Collective Trusts | — | $19K | $20K | 0.3% | |
| Mastercard Equity Security n/a | Other securities | — | $10K | $19K | 0.3% | |
| UnitedHealth Group Inc. Equity Security n/a | Common Stocks | — | $10K | $18K | 0.3% | |
| Merck & Co., Inc. Equity Security n/a | Common Stocks | — | $14K | $18K | 0.3% | |
| Walmart, Inc. Equity Security n/a | Common Stocks | — | $9K | $17K | 0.3% | |
| Nextera Energy Inc. Equity Security n/a | Common Stocks | — | $16K | $17K | 0.3% | |
| Eaton Corporation, PLC Equity Security n/a | Common Stocks | — | $3K | $14K | 0.2% | |
| Boston Scientific Corp. Equity Security n/a | Common Stocks | — | $10K | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK, INC. | 23-1294723 | — | NONE | $254K | — |
| WILLIE LESTER | 04-2103733 | — | EMPLOYEE | $93K | — |
| ASHLEY ANGUIANO | 04-2103733 | — | EMPLOYEE | $58K | — |
| MARIYAH E. HAWKINS | 04-2103733 | — | EMPLOYEE | $47K | — |
| CDS ADMINISTRATORS, INC. | — | PITTSBURGH, PA | NONE | $36K | — |
