International Baccalaureate Organization IBO's EIN is 30-0388800.
Download the official 2024 Form 5500 (PDF) for International Baccalaureate Organization IBO from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Baccalaureate Organization IBO'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group | Mutual Funds | — | — | $4.4M | 15.4% | |
| Vanguard Group | Mutual Funds | — | — | $4.1M | 14.5% | |
| Vanguard Group | Mutual Funds | — | — | $3.9M | 13.9% | |
| Vanguard Group | Mutual Funds | — | — | $3.8M | 13.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 7.3% | |
| Vanguard Group | Mutual Funds | — | — | $2.1M | 7.3% | |
| Vanguard Group | Mutual Funds | — | — | $1.8M | 6.3% | |
| Vanguard Group | Mutual Funds | — | — | $1.4M | 5.1% | |
| Participant Loans | Participant loans | — | — | $1.2M | 4.2% | |
| Vanguard Group | Mutual Funds | — | — | $963K | 3.4% | |
| Vanguard Group | Mutual Funds | — | — | $758K | 2.7% | |
| Vanguard Group | Mutual Funds | — | — | $649K | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $649K | 2.3% | |
| Vanguard Group | Mutual Funds | — | — | $564K | 2.0% | |
| Vanguard Group | Mutual Funds | — | — | $472K | 1.7% | |
| Vanguard Group | Mutual Funds | — | — | $467K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $467K | 1.7% | |
| Vanguard Group | Mutual Funds | — | — | $404K | 1.4% | |
| Vanguard Group | Mutual Funds | — | — | $398K | 1.4% | |
| Vanguard Group | Mutual Funds | — | — | $339K | 1.2% | |
| Vanguard Group | Mutual Funds | — | — | $205K | 0.7% | |
| Vanguard Group | Mutual Funds | — | — | $114K | 0.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $94K | 0.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $69K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $37K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $27K | <0.1% | |
| Vanguard Group | Mutual Funds | — | — | $24K | <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 |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | 41-1416330 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME BENEFITS, INC. | 52-2204662 | — | CONTRACT ADMINISTRATOR | $9K | — |
