Heather CATE signed FBP Benefits Committee's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FBP Benefits Committee's EIN is 27-1279969.
Download the official 2024 Form 5500 (PDF) for FBP Benefits Committee from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FBP Benefits Committee's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATE | 31-0841368 | — | CUSTODIAN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $2.2M | $2.9M | 25.2% | |
| Fidelity US Bond Index | Mutual Funds | — | $1.9M | $1.8M | 15.2% | |
| Baird Aggregate Bond Fund Inst | Other securities | — | $1.9M | $1.8M | 15.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $1.6M | $1.6M | 13.6% | |
| Blackrock Strategic Income | Other securities | — | $1.1M | $1.1M | 9.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $713K | $640K | 5.5% | |
| Vanguard Fixed Income Long-Term Investment Grade Fund | Mutual Funds | — | $481K | $460K | 4.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $375K | $451K | 3.9% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | $234K | $221K | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $177K | $220K | 1.9% | |
| Fidelity Inflation Protected Bond | Mutual Funds | — | $227K | $219K | 1.9% | |
| Dws Rreef Real Assets Inst | Other securities | — | $227K | $216K | 1.9% | |
| First American Government Obligations Fund Class Z | Other securities | — | $106K | $106K | 0.9% |
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 |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US, LLC | 53-0181291 | — | ACTUARY | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS | — | COLUMBUS, OH | NONE | $16K | — |
