Inglis House's EIN is 23-1352284.
Download the official 2023 Form 5500 (PDF) for Inglis House from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Inglis House'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 |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $84K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Vanguard Long Term Bond Index Fund | Mutual Funds | — | $11.4M | $8.7M | 49.2% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | $1.9M | $3.1M | 17.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $2.0M | $2.6M | 14.5% | |
| Vanguard Long-Term Investment Grade Fund | Mutual Funds | — | $1.5M | $1.3M | 7.2% | |
| Vanguard US Growth Fund | Mutual Funds | — | $327K | $530K | 3.0% | |
| Vanguard Windsor II Fund | Mutual Funds | — | $381K | $526K | 3.0% | |
| Vanguard Long Term Treasury Fund Admiral | Mutual Funds | — | $459K | $401K | 2.3% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | $217K | $256K | 1.4% | |
| Party Maturity Value Cost Current Value Interest Bearing Cash * Vanguard interest bearing cash account | Mutual Funds | — | $135K | $135K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $62K |
| — |
