Chapman Management Corporation's EIN is 23-3280606.
Download the official 2024 Form 5500 (PDF) for Chapman Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chapman Management Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORD KEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.1M | 8.1% | |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.1M | 8.0% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.9M | 7.5% | |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.7% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 5.4% | |
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 5.3% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 5.0% | |
| JH MANAGED VOLATILITY MOD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 4.9% | |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.4% | |
| AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.5% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.3% | |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.2% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.1% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.1% | |
| Notes Receivable from Participants Variable Maturity, Interest Rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $1.1M | 2.8% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.7% | |
| NUVEEN LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $976K | 2.6% | |
| NUVEEN LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $863K | 2.3% | |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $601K | 1.6% | |
| CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $595K | 1.6% | |
| JH MANAGED VOLATILITY GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $593K | 1.6% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $349K | 0.9% | |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $343K | 0.9% | |
| JH MANAGED VOLATILITY BAL JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $332K | 0.9% | |
| NUVEEN LIFECYCLE INDEX 2020 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $287K | 0.8% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $253K | 0.7% | |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $248K | 0.7% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $238K | 0.6% | |
| VANGUARD MATERIALS INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $201K | 0.5% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $199K | 0.5% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $191K | 0.5% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $143K | 0.4% | |
| JH MANAGED VOLATILITY CON JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $130K | 0.3% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $115K | 0.3% | |
| NUVEEN LIFECYCLE INDEX RET INC JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $100K | 0.3% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 0.3% | |
| Fiduciary Advisor Balance Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $90K | 0.2% | |
| FIDELITY ADVISOR BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $90K | 0.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 0.2% | |
| U.S GOVERNMENT SECURITIES JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 0.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 0.1% | |
| DFA U.S SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | <0.1% | |
| SMALLCAP World Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | <0.1% | |
| SMALL CAP WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
