Angela Olden signed Community Access Unlimited, Inc. Welfare Benefit Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Access Unlimited, Inc. Welfare Benefit Plan's EIN is 22-2318586.
Download the official 2024 Form 5500 (PDF) for Community Access Unlimited, Inc. Welfare Benefit Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Access Unlimited, Inc. Welfare Benefit Plan's plan includes health coverage, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $1.4M | — |
| COMMUNITY ACCESS UNLIMITED | 22-2318586 | — | NONE | $195K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $34K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Liquidity Funds Fedfund Cash Reserve | Cash / Money Market | — | $1.1M | $1.1M | 13.2% | |
| Merrill Checking | Other securities | — | $960K | $960K | 11.8% | |
| Vanguard Value ETF | Mutual Funds | — | $472K | $853K | 10.5% | |
| Ishares Mbs ETF | Other securities | — | $815K | $742K | 9.1% | |
| Vanguard Growth ETF | Mutual Funds | — | $274K | $699K | 8.6% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | $480K | $483K | 5.9% | |
| Vanguard Intermediate Term Government Bond | U.S. Treasuries | — | $348K | $346K | 4.3% | |
| Vanguard Short Term Corporate Bond ETF | Mutual Funds | — | $342K | $339K | 4.2% | |
| Schwab Short Term U.S. Treasury | Mutual Funds | — | $332K | $325K | 4.0% | |
| Vanguard Intermediate Term Corporate Bond ETF | Mutual Funds | — | $318K | $305K | 3.8% | |
| Ishares Core Msci Eafe ETF | Other securities | — | $275K | $302K | 3.7% | |
| Ishares Iboxx 20+ Year Treasury Bond ETF | U.S. Treasuries | — | $314K | $251K | 3.1% | |
| Ishares Core Msci Emerging Markets ETF | Other securities | — | $204K | $198K | 2.4% | |
| Vanguard Small Cap Value ETF | Mutual Funds | — | $134K | $164K | 2.0% | |
| Vanguard Small Cap Growth ETF | Mutual Funds | — | $84K | $115K | 1.4% | |
| Ishares Tips Bond ETF | Other securities | — | $86K | $80K | 1.0% | |
| Invesco Emerging Markets Sovereign Debt Portfolio ETF | Mutual Funds | — | $60K | $51K | 0.6% | |
| Invesco Preferred Portfolio ETF | Mutual Funds | — | $58K | $50K | 0.6% | |
| Blackrock Liquidity Funds | Cash / Money Market | — | $27K | $27K | 0.3% | |
| Bank of East Asia Individual Savings Accounts | Other securities | — | $18K | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JLT CONSULTING |
| 87-3345908 |
| — |
| NONE |
| $26K |
| — |
