Eric Erickson signed Berwind Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berwind Corporation's EIN is 23-0406815.
Download the official 2024 Form 5500 (PDF) for Berwind Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berwind Corporation's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MGMT, INC. | — | SAN MATEO, CA | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $212K |
| — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $182K | — |
| COLUMBIA MGT INV SRVC. CORP | — | BOSTON, MA | NONE | $104K | — |
| PRINCIPAL MIDCAP | — | DES MOINES, IA | NONE | $13K | — |
| LOOMIS SAYLES FUNDS | — | KANSAS CITY, MO | NONE | $6K | — |
| MFS INVESTMENT | — | BOSTON, MA | NONE | $6K | — |
| GRANITE SMALL CAP GROWTH | — | EL SEGUNDO, CA | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. government and agency U.S. TREASURY STRIP ZERO% MAY 15 2034 security | Other securities | — | $4.3M | $4.4M | 4.5% | |
| VANGUARD 500 INDEX FUND SHS ETF Exchange-traded fund | Common Collective Trusts | — | $2.7M | $4.4M | 4.4% | |
| FIMM TRSY ONLY PRT INSTL Short-term investment | Other securities | — | $4.1M | $4.1M | 4.1% | |
| U.S. government and agency U.S. TREASURY PRIN STRIP ZERO% NOV 15 2051 security | Other securities | — | $3.8M | $3.3M | 3.3% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% FEB 15 2050 security | Other securities | — | $3.8M | $3.1M | 3.1% | |
| VANGUARD FTSE EMERGING MKTS ETF Exchange-traded fund | Mutual Funds | — | $2.6M | $2.8M | 2.9% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% NOV 15 2051 security | Other securities | — | $2.7M | $2.7M | 2.7% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% MAY 15 2032 security | Other securities | — | $2.0M | $2.1M | 2.1% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% AUG 15 2033 security | Other securities | — | $2.0M | $2.0M | 2.0% | |
| ISHARES TR RUSSELL 2000 ETF Exchange-traded fund | Common Collective Trusts | — | $734K | $1.4M | 1.4% | |
| Exchange-traded funds ISHARES CORE S&P MID CAP ETF Exchange-traded fund | Other securities | — | $590K | $1.4M | 1.4% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% FEB 15 2032 security | Other securities | — | $1.3M | $1.3M | 1.3% | |
| VANGUARD FTSE DEVELOPED MARKETS ETF Exchange-traded fund | Mutual Funds | — | $691K | $949K | 1.0% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% MAY 15 2027 security | Other securities | — | $661K | $690K | 0.7% | |
| U.S. government and agency securities RESOLUTION FUNDING CORP PRINCIPAL STRIPS U.S. government and agency ZERO% APR 15 2030 security | Common Stocks | — | $636K | $665K | 0.7% | |
| U.S. government and agency U.S. TREASURY STRIP ZERO% AUG 15 2029 security | Other securities | — | $596K | $609K | 0.6% | |
| AT&T INC GLB 03.550% SEP 15 2055 Corporate bond | Bonds / Notes | — | $709K | $585K | 0.6% | |
| JPMORGAN CHASE & CO GLB VAR%JAN 23 2049 Corporate bond | Common Stocks | — | $692K | $520K | 0.5% | |
| RESOLUTION FUNDING CORP PRINCIPAL STRIPS U.S. government and agency ZERO% JAN 15 2030 security | Common Stocks | — | $504K | $511K | 0.5% | |
| ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB 05.550% JAN 23 2049 Corporate bond | Bonds / Notes | — | $550K | $487K | 0.5% | |
| AMGEN INC GLB 05.650% MAR 02 2053 Corporate bond | Bonds / Notes | — | $494K | $472K | 0.5% | |
| BROADCOM INC COMPANY GUARNT GLB 04.300% NOV 15 2032 Corporate bond | Bonds / Notes | — | $476K | $443K | 0.4% | |
| Foreign bond | Other securities | — | $526K | $402K | 0.4% | |
| GOLDMAN SACHS GROUP INC GLB VAR%OCT 21 2032 Corporate bond | Common Stocks | — | $457K | $393K | 0.4% | |
| ABBVIE INC GLB 04.250% NOV 21 2049 Corporate bond | Bonds / Notes | — | $490K | $378K | 0.4% | |
| CALIFORNIA ST GO BDS TAXABLE APR09 07.550%APR01 2039 Municipal bond | Bonds / Notes | — | $458K | $361K | 0.4% | |
| PFIZER INVESTMENT ENTER COMPANY GUARNT GLB 05.300% MAY 19 2053 Foreign bond | Bonds / Notes | — | $388K | $360K | 0.4% | |
| Corporate bond | CORPORATE BOND | — | $383K | $351K | 0.4% | |
| MORGAN STANLEY GLB VAR%APR 22 2042 Corporate bond | Other securities | — | $426K | $340K | 0.3% | |
| BOEING CO GLB 05.805% MAY 01 2050 Corporate bond | Bonds / Notes | — | $397K | $330K | 0.3% | |
| PACIFIC GAS AND ELEC COM 1ST MORTGAGE GLB 04.950% JUL 01 2050 Corporate bond | Bonds / Notes | — | $382K | $330K | 0.3% | |
| USD INDONESIA (REP) 3.850% OCT 15 2030 Foreign bond | Bonds / Notes | — | $367K | $308K | 0.3% | |
| Corporate bond | CORPORATE BOND | — | $318K | $291K | 0.3% | |
| ABBVIE INC GLB 04.875% NOV 14 2048 Corporate bond | Bonds / Notes | — | $308K | $274K | 0.3% | |
| CVS HEALTH CORP GLB 05.050% MAR 25 2048 Corporate bond | Bonds / Notes | — | $362K | $268K | 0.3% | |
| WARNERMEDIA HOLDINGS INC COMPANY GUARNT GLB 05.391% MAR 15 2062 Corporate bond | Bonds / Notes | — | $279K | $261K | 0.3% | |
| USD TELEFONICA EMIS 7.045% JUN 20 2036 Foreign bond | Bonds / Notes | — | $256K | $256K | 0.3% | |
| MICROSOFT CORP GLB 02.921% MAR 17 2052 Corporate bond | Bonds / Notes | — | $322K | $244K | 0.2% | |
| USD PHILIPPINES(REP) 6.375% OCT 23 2034 Foreign bond | Bonds / Notes | — | $295K | $242K | 0.2% | |
| BARCLAYS PLC GLB VAR%NOV 24 2032 Foreign bond | Common Stocks | — | $248K | $241K | 0.2% | |
| KKR & CO INC CL A Common stock | Common Stocks | — | $49K | $240K | 0.2% | |
| Corporate bond | CORPORATE BOND | — | $376K | $236K | 0.2% | |
| BROADCOM INC COMPANY GUARNT GLB 04.150% NOV 15 2030 Corporate bond | Bonds / Notes | — | $255K | $234K | 0.2% | |
| JPMORGAN CHASE & CO GLB VAR%APR 22 2042 Corporate bond | Common Stocks | — | $264K | $228K | 0.2% | |
| T-MOBILE USA INC COMPANY GUARNT GLB 05.650% JAN 15 2053 Corporate bond | Bonds / Notes | — | $230K | $227K | 0.2% | |
| USD BHP FINANCE USA 5.000% SEP 30 2043 Foreign bond | Bonds / Notes | — | $272K | $224K | 0.2% | |
| Corporate bond | CORPORATE BOND | — | $221K | $218K | 0.2% | |
| Corporate bond | CORPORATE BOND | — | $219K | $210K | 0.2% | |
| SEP 15 2032 Corporate bond | Other securities | — | $232K | $210K | 0.2% | |
| AT&T INC GLB 03.800% DEC 01 2057 Corporate bond | Bonds / Notes | — | $211K | $207K | 0.2% |
