Eric Quella signed Pointenorth Insurance Group, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pointenorth Insurance Group, LLC's EIN is 27-4417003.
Download the official 2023 Form 5500 (PDF) for Pointenorth Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pointenorth Insurance Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $3K | — |
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $11.2M | 91.1% | |
| [Assets held in participant loans] | Other | — | — | $244K | 2.0% | |
| BLACKROCK MID-CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 224 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2035 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 653 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2060 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 090 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK GLOBAL ALLOCATION RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 277 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VIRTUS SEIX TOTAL RETURN BOND RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 599 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2050 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 656 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 533 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY MID CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 515 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2055 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 657 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 349 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2045 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 655 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 131 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM TOTAL RETURN BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2025 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 651 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE RETIREMENT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 658 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 245 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2040 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 654 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2030 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 652 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON GLOBAL EQUITY INCOME TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 596 | Pooled Separate Account | — | — | $0 | <0.1% |
