Cathryn Warner signed Core Specialty Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Core Specialty Insurance Services, Inc.'s EIN is 27-0173350.
Download the official 2024 Form 5500 (PDF) for Core Specialty Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Core Specialty Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | 01-0233346 | — | RECORDKEEPER | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | RETAINED BY EMPLOYER | $115K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $19.7M | 10.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $18.0M | 9.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $13.4M | 7.4% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $10.4M | 5.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $10.3M | 5.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $10.1M | 5.5% | |
| Fidelity Growth Opportunities Fund | Mutual Funds | — | — | $9.9M | 5.4% | |
| Self-Directed Accounts: Self-directed accounts | Self-Directed Brokerage | — | — | $9.6M | 5.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $8.2M | 4.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $7.5M | 4.1% | |
| New York Life Guaranteed Account | Other securities | — | — | $7.0M | 3.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.9M | 3.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $6.2M | 3.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $4.1M | 2.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $4.1M | 2.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.0M | 2.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.8M | 2.1% | |
| JP Morgan U.S. Equity Fund | Other securities | — | — | $3.7M | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.6M | 2.0% | |
| Brandywine Global High Yield Fund | Other securities | — | — | $3.4M | 1.9% | |
| Fidelity Low Priced Stock Fund | Mutual Funds | — | — | $2.9M | 1.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $2.8M | 1.5% | |
| varying maturity dates through 2037 | Other securities | — | — | $2.5M | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.0M | 1.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.8M | 1.0% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 0.8% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $1.1M | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $799K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $798K | 0.4% | |
| Macquarie Mid Cap Growth Fund | Other securities | — | — | $784K | 0.4% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $623K | 0.3% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $86K | <0.1% | |
| JP Morgan U.S. Government Money Market Fund | Cash / Money Market | — | — | $69K | <0.1% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
