G.M.P.-Employers Retiree Trust's EIN is 23-6411794.
Download the official 2024 Form 5500 (PDF) for G.M.P.-Employers Retiree Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G.M.P.-Employers Retiree Trust's plan includes health coverage, life insurance, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| ARROWSTREET INTL EQUITY ACWI EX US ARROWSTREET INTERNATIONAL · EIN 13-2614959 / PN 001 | Common Collective Trust | — | $56.0M | $73.2M | 12.2% | |
| MFS INTL DIVERSIFICAT-R6 | Mutual Funds | — | $60.9M | $67.7M | 11.3% | |
| ISHARES S&P 500 INDEX-K | Common Collective Trusts | — | $33.6M | $65.0M | 10.9% | |
| BAIRD AGGREGATE BOND-INST | Other securities | — | $66.6M | $60.8M | 10.2% | |
| PIMCO TOTAL RETURN FUND-INST | Mutual Funds | — | $70.4M | $60.8M | 10.2% | |
| PIMCO PRIVATE FUNDS LLC | Mutual Funds | — | $22.2M | $22.2M | 3.7% | |
| BNYM GLOBAL REAL RETURN-Y | Other securities | — | $23.1M | $20.8M | 3.5% | |
| DFA GLBL RL EST SECS | Mutual Funds | — | $24.1M | $20.3M | 3.4% | |
| LAZARD GLBL LSTD INFRA-INST | Other securities | — | $14.9M | $16.0M | 2.7% | |
| T ROWE PR INST FLTNG RT-INST | Other securities | — | $11.9M | $11.4M | 1.9% | |
| T ROWE PR INST HI YLD-INST | Other securities | — | $12.3M | $11.1M | 1.9% | |
| VANGUARD INFL PROCT SEC-INST | Mutual Funds | — | $10.8M | $9.4M | 1.6% | |
| GMO RESOURCES FUND-III | Other securities | — | $10.3M | $7.3M | 1.2% | |
| T ROWE PR NEW ERA-I | Other securities | — | $7.1M | $6.9M | 1.2% | |
| APPLE INC | Common Stocks | — | $2.2M | $6.5M | 1.1% | |
| NVIDIA CORP | Common Stocks | — | $1.5M | $5.9M | 1.0% | |
| MICROSOFT CORP | Common Stocks | — | $2.2M | $5.7M | 0.9% | |
| DREYFUS TREASURY SECURITIES CM | U.S. Treasuries | — | $3.4M | $3.4M | 0.6% | |
| AMAZON.COM INC | Common Stocks | — | $1.7M | $3.2M | 0.5% | |
| META PLATFORMS INC | Common Stocks | — | $1.2M | $2.6M | 0.4% | |
| ALPHABET INC | Common Stocks | — | $1.2M | $2.2M | 0.4% | |
| TWO STORY OFFICE BUILDING | Other securities | — | $768K | $2.2M | 0.4% | |
| BROADCOM INC | Common Stocks | — | $763K | $2.1M | 0.4% | |
| FISERV INC | Common Stocks | — | $1.1M | $2.1M | 0.3% | |
| CHARLES SCHWAB CORP/THE | Mutual Funds | — | $896K | $2.1M | 0.3% | |
| NETFLIX INC | Common Stocks | — | $1.4M | $2.0M | 0.3% | |
| ALPHABET INC | Common Stocks | — | $1.0M | $1.9M | 0.3% | |
| RTX CORP | Common Stocks | — | $1.1M | $1.7M | 0.3% | |
| WELLS FARGO & CO | Common Stocks | — | $948K | $1.7M | 0.3% | |
| JOHNSON CONTROLS INTERNATIONAL | Other securities | — | $904K | $1.6M | 0.3% | |
| TESLA INC | Common Stocks | — | $857K | $1.6M | 0.3% | |
| METLIFE INC | Common Stocks | — | $740K | $1.5M | 0.3% | |
| SANOFI SA | Common Stocks | — | $1.2M | $1.3M | 0.2% | |
| FEDEX CORP | Common Stocks | — | $774K | $1.3M | 0.2% | |
| CHARTER COMMUNICATIONS INC | Common Stocks | — | $1.0M | $1.2M | 0.2% | |
| AMAZON.COM INC | Common Stocks | — | $590K | $1.2M | 0.2% | |
| MICROSOFT CORP | Common Stocks | — | $210K | $1.2M | 0.2% | |
| BANK OF NEW YORK MELLON CORP/T | Common Stocks | — | $490K | $1.1M | 0.2% | |
| CAPITAL ONE FINANCIAL CORP | Common Stocks | — | $363K | $1.1M | 0.2% | |
| OCCIDENTAL PETROLEUM CORP | Common Stocks | — | $1.0M | $1.1M | 0.2% | |
| FORTINET INC | Common Stocks | — | $1000K | $1.1M | 0.2% | |
| GILEAD SCIENCES INC | Common Stocks | — | $759K | $1.0M | 0.2% | |
| MASTERCARD INC | Common Stocks | — | $449K | $992K | 0.2% | |
| CVS HEALTH CORP | Common Stocks | — | $1.4M | $970K | 0.2% | |
| BOOKING HOLDINGS INC | Common Stocks | — | $317K | $919K | 0.2% | |
| DREYFUS TREASURY SECURITIES CM | U.S. Treasuries | — | $909K | $909K | 0.2% | |
| NORFOLK SOUTHERN CORP | Common Stocks | — | $812K | $892K | 0.1% | |
| COMCAST CORP | Common Stocks | — | $614K | $886K | 0.1% | |
| ALPHABET INC | Common Stocks | — | $141K | $876K | 0.1% | |
| FIDELITY NATIONAL INFORMATION | Mutual Funds | — | $790K | $872K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL SERVICES | 42-0127290 | DES MOINES, IA | SERVICE PROVIDER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR AND COMPANY | 36-2214610 | CHICAGO, IL | SERVICE PROVIDER | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS & BLUESHIELD OF SC | 57-0287419 | COLUMBIA, SC | SERVICE PROVIDER | $488K | — |
| EXPRESS SCRIPTS | 22-3461740 | FRANKLIN LAKES, NJ | SERVICE PROVIDER | $420K | — |
| DST HEALTH SOLUTIONS, LLC | 59-3771503 | KANSAS CITY, MO | SERVICE PROVIDER | $310K | — |
| VBA | 20-3293066 | GERMANTOWN, WI | SERVICE PROVIDER | $247K | — |
| DODGE AND COX | 94-1441976 | SAN FRANCISCO, CA | SERVICE PROVIDER | $203K | — |
| BNY MELLON ASSET SERVICES | 13-5160382 | PITTSBURGH, PA | SERVICE PROVIDER | $192K | — |
| LOS ANGELES CAPITAL | 02-0541198 | LOS ANGELES, CA | SERVICE PROVIDER | $191K | — |
| TOWERS WATSON DELAWARE INC | 53-0181291 | ARLINGTON, VA | SERVICE PROVIDER | $183K | — |
| JODI HOPPER | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $153K | — |
| CALLAN | 94-2192581 | SAN FRANCISCO, CA | SERVICE PROVIDER | $120K | — |
| HILL, BARTH AND KING LLC | 34-1897225 | FORT MYERS, FL | SERVICE PROVIDER | $100K | — |
| MARIELLEN KING | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $95K | — |
| THE BANK OF NEW YORK MELLON | 13-5106382 | NEW YORK, NY | SERVICE PROVIDER | $93K | — |
| DIAMOND HILL CAPITAL | 31-1019984 | COLUMBUS, OH | SERVICE PROVIDER | $87K | — |
| GDIT | 54-1194322 | PHILADELPHIA, PA | SERVICE PROVIDER | $60K | — |
| CHANGE HEALTHCARE | 20-5731067 | NASHVILLE, TN | SERVICE PROVIDER | $59K | — |
| TRACY M. MCFADDEN | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $51K | — |
| JACQUELINE KNIGHT | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $50K | — |
| SHARI GORDON | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $46K | — |
| KATHRYN MOHR | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $41K | — |
| JENNIFER WHITE | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $41K | — |
| TEAMLOGIC IT | 47-2229614 | FORT MYERS, FL | SERVICE PROVIDER | $40K | — |
| SANDRA GLASE | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $40K | — |
| CARRIE OLESON | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $39K | — |
| MARY GASPAR | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $35K | — |
| MARIE HEARD | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $28K | — |
| TRIFECTA HOME SOLUTIONS LLC | 92-2065058 | NORTH FORT MYERS, FL | SERVICE PROVIDER | $22K | — |
| EXPRESS EMPLOYMENT SERVICES INC | 84-0909680 | FORT MYERS, FL | SERVICE PROVIDER | $22K | — |
| MARY PEACOCK | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $21K | — |
| CHERYL DEVLIN | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $21K | — |
| ROBISON, CURPHEY AND O'CONNELL | 34-4437851 | TOLEDO, OH | SERVICE PROVIDER | $17K | — |
| FIRST HEALTH | 20-1736437 | CHICAGO, IL | SERVICE PROVIDER | $14K | — |
| UNITED MECHANICAL, LLC | 59-2828859 | FORT MYERS, FL | SERVICE PROVIDER | $11K | — |
| FLORIDA POWER AND LIGHT | 59-0247775 | MIAMI, FL | SERVICE PROVIDER | $10K | — |
| ERICKSON'S DRYING SYSTEMS, INC | 65-1065457 | FORT MYERS, FL | SERVICE PROVIDER | $10K | — |
| ISLAND COAST LAWN & LANDSCAPE | 65-0965224 | FORT MYERS, FL | SERVICE PROVIDER | $7K | — |
| BRYAN ROTH | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $6K | — |
| CONTEXT 4 HEALTHCARE, INC | 27-0386030 | NAPERVILLE, IL | SERVICE PROVIDER | $6K | — |
| CHRISTIAN PHILLIPPI | 23-6411794 | FORT MYERS, FL | EMPLOYEE | $6K | — |
| PASSAGEWAYS, INC | 82-2007390 | INDIANAPOLIS, IN | SERVICE PROVIDER | $5K | — |
| NEW DIRECTIONS BEHAVIORAL HEALTH | 43-1698690 | KANSAS CITY, MO | SERVICE PROVIDER | $5K | — |
