Conifer Holdings, Inc.'s EIN is 27-1298795.
Download the official 2024 Form 5500 (PDF) for Conifer Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conifer Holdings, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | INVESTMENT ADVISOR | $51K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
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 |
|---|---|---|---|---|---|
| WATKINS ROSS & CO | — | GRAND RAPIDS, MA | CONTRACT ADMINISTRATOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $979K | 14.2% | |
| INDEXSELECT MOD. 2055 FUND CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $883K | 12.8% | |
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $734K | 10.6% | |
| INDEXSELECT MOD. 2035 FUND CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $515K | 7.5% | |
| American Funds American Funds Europacific Gr R6 N/R | Mutual Funds | — | — | $478K | 6.9% | |
| INDEXSELECT MOD. 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $388K | 5.6% | |
| Blackrock Mid-cap Growth Equity K N/R | Other securities | — | — | $356K | 5.1% | |
| COLUMBIA DIVIDEND VALUE IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $336K | 4.9% | |
| Vanguard Mid Cap Index Fund - Admiral N/R | Common Collective Trusts | — | — | $311K | 4.5% | |
| Lord Abbett Lord Abbett Developing Growth R6 N/R | Mutual Funds | — | — | $251K | 3.6% | |
| DFA U.S. Vector Equity I N/R | Mutual Funds | — | — | $225K | 3.3% | |
| Thompson Bond Fund N/R | Other securities | — | — | $213K | 3.1% | |
| Vanguard Small Cap Index Adm N/R | Mutual Funds | — | — | $206K | 3.0% | |
| Macquarie Small Cap Value R6 N/R | Other securities | — | — | $140K | 2.0% | |
| Pimco Total Return Admin N/R | Mutual Funds | — | — | $117K | 1.7% | |
| Company of America * Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $100K | 1.5% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | Other securities | — | — | $99K | 1.4% | |
| American Funds American Funds Capital World G/I R6 N/R | Mutual Funds | — | — | $90K | 1.3% | |
| Great Grey IndexSelect Moderate Retirement Fund N/R | Other securities | — | — | $72K | 1.0% | |
| INDEXSELECT MOD. RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $72K | 1.0% | |
| Vanguard Total Intl Stock Index Admiral N/R | Mutual Funds | — | — | $67K | 1.0% | |
| Fidelity Select Materials N/R | Mutual Funds | — | — | $67K | 1.0% | |
| Vanguard Gnma Adm N/R | Agency / Mortgage-Backed | — | — | $66K | 1.0% | |
| HIGH YIELD BOND/PGIM FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $62K | 0.9% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $42K | 0.6% | |
| INDEXSELECT MOD 2065 FUND CL R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $41K | 0.6% | |
| Neuberger Berman Neuberger Berman Real Estate R6 N/R | Other securities | — | — | $34K | 0.5% | |
| Pimco Real Return Admin N/R | Mutual Funds | — | — | $17K | 0.3% | |
| American Funds American Funds Capital World Bond R6 N/R | Mutual Funds | — | — | $12K | 0.2% | |
| INDEXSELECT AGG. FUND CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $588 | <0.1% | |
| INDEXSELECT MOD. 2025 FUND CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
