Craig Flanagan signed Wesleylife's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wesleylife's EIN is 30-0577845.
Download the official 2024 Form 5500 (PDF) for Wesleylife from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesleylife's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 45-6378846 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $60K | — |
| UBS FINANCIAL | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.4M | 94.0% | |
| [Assets held in common collective trust] | Other | — | — | $580K | 1.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3158710 / PN 202 | Common Collective Trust | — | — | $580K | 1.5% | |
| FRANKLIN TEMPLETON INVESTMENT FUNDS FRANKLIN TEMPLETON INVESTMENTS · EIN 13-2670997 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| INDIANAPOLIS, IN |
| NONE |
| $13K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
