Mercedes Desarden signed Vericity Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vericity Holdings, Inc.'s EIN is 20-8853625.
Download the official 2024 Form 5500 (PDF) for Vericity Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vericity Holdings, Inc.'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 | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $5.7M | 12.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.6M | 12.4% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.4M | 11.9% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.4M | 9.6% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.2M | 9.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.5M | 7.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.8M | 6.1% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $2.4M | 5.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.7M | 3.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $885K | 1.9% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $829K | 1.8% | |
| Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $785K | 1.7% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $757K | 1.7% | |
| Participant Loans Interest rates range from 5.25% to 10.50% | Bonds / Notes | — | — | $634K | 1.4% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $526K | 1.2% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $512K | 1.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $502K | 1.1% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $484K | 1.1% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | — | $411K | 0.9% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $351K | 0.8% | |
| Principal Life Insurance Company Principal Fixed Income Guarteed Option | Common Stocks | — | — | $324K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $315K | 0.7% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $308K | 0.7% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $216K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets I Fund | Mutual Funds | — | — | $182K | 0.4% | |
| BlackRock High Yield K Fund | Other securities | — | — | $150K | 0.3% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | — | $89K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $24K | <0.1% | |
| (E) | Other securities | — | — | $19K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% |
