Donna Weber signed Learn & PLAY Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Learn & PLAY Inc.'s EIN is 23-2192153.
Download the official 2023 Form 5500 (PDF) for Learn & PLAY Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Learn & PLAY Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $642 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.3M | 98.6% | |
| Nuveen Lifecycle IDX 2040 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $1.2M | 16.1% | |
| Nuveen Lifecycle IDX 2025 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $728K | 9.9% | |
| Amercent Disciplined Grth Inv Pooled separate account (1) | Pooled Separate Accounts | — | — | $680K | 9.3% | |
| Nuveen Lifecycle IDX 2030 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $375K | 5.1% | |
| Nuveen Lifecycle IDX 2045 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $361K | 4.9% | |
| Amerfds Washington Mutual R4 Pooled separate account (1) | Pooled Separate Accounts | — | — | $359K | 4.9% | |
| Nuveen Lifecycle IDX 2055 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $341K | 4.6% | |
| Amerfds American Balanced R4 Pooled separate account (1) | Pooled Separate Accounts | — | — | $333K | 4.5% | |
| Nuveen Lifecycle IDX 2050 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $276K | 3.8% | |
| Amerfds Europac Grth R4 Pooled separate account (1) | Pooled Separate Accounts | — | — | $261K | 3.5% | |
| Fidelity VIP Grth Init Pooled separate account (1) | Pooled Separate Accounts | — | — | $258K | 3.5% | |
| MFS Midcap Growth A Pooled separate account (1) | Pooled Separate Accounts | — | — | $236K | 3.2% | |
| Nuveen Lifecycle IDX 2020 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $218K | 3.0% | |
| State St Equty 500 Indx Adm Pooled separate account (1) | Pooled Separate Accounts | — | — | $210K | 2.9% | |
| Troweprice Bluechip Grth R Pooled separate account (1) | Pooled Separate Accounts | — | — | $208K | 2.8% | |
| Nuveen Lifecycle IDX 2035 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $206K | 2.8% | |
| Pgim Total Return Bond Z Pooled separate account (1) | Pooled Separate Accounts | — | — | $103K | 1.4% | |
| Pgim High-Yield Z Pooled separate account (1) | Pooled Separate Accounts | — | — | $96K | 1.3% | |
| American United Life Insurance Company - AUL Stable Value Account Common/collective trust (1) | Stable Value | — | — | $92K | 1.3% | |
| Columbia Mid Cap Indx A Pooled separate account (1) | Pooled Separate Accounts | — | — | $80K | 1.1% | |
| Nuveen Bond Indx R Pooled separate account (1) | Pooled Separate Accounts | — | — | $80K | 1.1% | |
| Thornburg Ltd-Term Inc R5 Pooled separate account (1) | Pooled Separate Accounts | — | — | $62K | 0.8% | |
| Columbia Smcap Indx A Pooled separate account (1) | Pooled Separate Accounts | — | — | $62K | 0.8% | |
| MFS New Discovery R3 Pooled separate account (1) | Pooled Separate Accounts | — | — | $38K | 0.5% | |
| Nuveen Lifecycle IDX Inc Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $33K | 0.4% | |
| Alger Cap App Portfolio I-2 Pooled separate account (1) | Pooled Separate Accounts | — | — | $22K | 0.3% | |
| Amercent Midcap Val Inv Pooled separate account (1) | Pooled Separate Accounts | — | — | $16K | 0.2% | |
| Nuveen Lifecycle IDX 2065 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Nuveen Lifecycle IDX 2060 Ret Pooled separate account (1) | Pooled Separate Accounts | — | — | $11K | 0.1% | |
| Notes receivable from participants Interest rates ranging from 5% to 9.5% $-0- | Bonds / Notes | — | — | $8K | 0.1% | |
| Invesco Developing Mkts Y Pooled separate account (1) | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Pgim Global Real Estate Z Pooled separate account (1) | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Invesco Gold & Spcl Min Y Pooled separate account (1) | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
