JILL Morgan signed Tension Envelope Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tension Envelope Corporation's EIN is 22-1589367.
Download the official 2023 Form 5500 (PDF) for Tension Envelope Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tension Envelope Corporation's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | CUSTODIAN | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX C PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $1.1M | $3.8M | 12.6% | |
| PRINCIPAL/DODGE & COX INTERMEDIATE PRINCIPAL · EIN 47-6566265 / PN 001 | Common Collective Trust | — | $2.3M | $2.8M | 9.1% | |
| ALLSPRING CORE BOND CIT N ALLSPRING · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $2.5M | $2.8M | 9.1% | |
| PRINCIPAL/FEDERATED TOTAL RETURN BO PRINCIPAL · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $2.4M | $2.7M | 9.0% | |
| Metropolitan West Funds Total Ret Mutual Fund | Other securities | — | $3.0M | $2.7M | 9.0% | |
| PRINCIPAL/BLACKROCK S&P MIDCAP INDE PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $1.3M | $2.6M | 8.4% | |
| PRINCIPAL/BLACKROCK INTERNATIONAL E PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $1.1M | $1.5M | 4.9% | |
| PRINCIPAL/MULTI-MANAGER SMALL CAP C PRINCIPAL · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $833K | $1.5M | 4.9% | |
| PRINCIPAL/ALLIANCE BERNSTEIN LARGE PRINCIPAL · EIN 92-1443848 / PN 001 | Common Collective Trust | — | $973K | $1.5M | 4.8% | |
| PRINCIPAL/T ROWE PRICE INST. LCG MG PRINCIPAL · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $560K | $1.4M | 4.7% | |
| PRINCIPAL/T ROWE PRICE INSTITUTIONA PRINCIPAL · EIN 46-6586666 / PN 001 | Common Collective Trust | — | $522K | $1.2M | 3.8% | |
| PRINCIPAL/MFS VALUE CIT N PRINCIPAL · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $369K | $1.2M | 3.8% | |
| PRINCIPAL/CAUSEWAY INTERNATIONAL VA PRINCIPAL · EIN 47-6375784 / PN 001 | Common Collective Trust | — | $693K | $1.1M | 3.6% | |
| Europacific Growth Fund Mutual Fund | Other securities | — | $1.1M | $1.1M | 3.6% | |
| Principal Short Term Investment Fund Money Market | Cash / Money Market | — | $790K | $790K | 2.6% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | $433K | $598K | 2.0% | |
| Acadian Emerging Markets Portfolio Mutual Fund | Other securities | — | $370K | $486K | 1.6% | |
| Oppenheimer Developing Markets Fund Mutual Fund | Mutual Funds | — | $423K | $459K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
