Stephanie Breneman signed Makino Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Makino Inc.'s EIN is 31-0352460.
Download the official 2024 Form 5500 (PDF) for Makino Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Makino Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
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 | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSE COOPERS | 13-4008324 | — | ACCOUNTANT | $82K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal LDI Intermediate Duration Separate Account-R6 Pooled Separate Accounts | Pooled Separate Accounts | — | $4.0M | $4.0M | 10.0% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $4.0M | 10.0% | |
| US Treasury Bond Fed Strip Interest Payment Coupon: 0.00% Maturity Date: 2/15/2035 Government Securities | U.S. Treasuries | — | $3.1M | $3.0M | 7.5% | |
| Hedge Funds GS Vintage VIII Offshore Scsp Hedge Funds | Other securities | — | $60K | $2.8M | 6.9% | |
| Nb Select Opportunities Fund II Hedge Funds | Other securities | — | $60K | $2.7M | 6.7% | |
| NB Select Opportunities Fund IV (Caymen) Hedge Funds | Other securities | — | $200K | $2.4M | 6.1% | |
| US Treasury Bond Fed Strip Interest Payment Coupon: 0.00% Maturity Date: 8/15/2030 Government Securities | U.S. Treasuries | — | $1.8M | $1.7M | 4.3% | |
| Skybridge Multi-Advisor Hedge Fund Portfolio Hedge Funds | Other securities | — | $1.8M | $1.7M | 4.2% | |
| GS Vintage VII LP Fund Hedge Funds | Other securities | — | $165K | $1.6M | 4.0% | |
| US Treasury Bond Fed Strip Principal Payment Coupon: 0.00% Maturity Date: 2/15/2026 Government Securities | U.S. Treasuries | — | $1.0M | $1.1M | 2.7% | |
| United States Treasury Bill Coupon: 0.00% Maturity Date: 3/20/2025 Government Securities | U.S. Treasuries | — | $1.0M | $1.0M | 2.6% | |
| US Treasury Bond Fed Strip Interest Payment Coupon: 0.00% Maturity Date: 11/15/2025 Government Securities | U.S. Treasuries | — | $914K | $921K | 2.3% | |
| Cash (interest-bearing) * Morgan Stanley Private Bank Cash (interest-bearing) | Cash / Money Market | — | $889K | $889K | 2.2% | |
| Bank Of America Corp Fxd To 072032 Var Thraftr 5.0150% Coupon: 5.01% Maturity Date: 7/22/2033 Corporate Fixed Income Securities | Bonds / Notes | — | $601K | $622K | 1.5% | |
| US Treasury Bond Fed Strip Interest Payment Coupon: 0.00% Maturity Date: 11/15/2039 Government Securities | U.S. Treasuries | — | $451K | $433K | 1.1% | |
| Jpmorgan Chase & Co Fxd To 052030 Var Thraftr 2.9560% Coupon: 2.95% Maturity Date: 5/13/2031 Corporate Fixed Income Securities | Bonds / Notes | — | $296K | $305K | 0.8% | |
| US Treasury Bond Fed Strip Principal Payment Coupon: 0.00% Maturity Date: 11/15/2027 Government Securities | U.S. Treasuries | — | $297K | $297K | 0.7% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $279K | $266K | 0.7% | |
| Government Securities Resolution Fdg Corp Int Pmt Coupon: 0.00% Maturity Date: 1/15/2030 Government Securities | Bonds / Notes | — | $232K | $241K | 0.6% | |
| Unitedhealth Group Inc Coupon: 3.85% Maturity Date: 6/15/2028 Corporate Fixed Income Securities | Bonds / Notes | — | $226K | $224K | 0.6% | |
| Corporate Fixed Income Securities (Continued) Hsbc Holdings Plc Fxd To 052031 Var Thraftr 2.8040% Coupon: 2.80% Maturity Date: 5/24/2032 Corporate Fixed Income Securities | Bonds / Notes | — | $166K | $175K | 0.4% | |
| At&T Inc Coupon: 3.55% Maturity Date: 9/15/2055 Corporate Fixed Income Securities | Bonds / Notes | — | $169K | $171K | 0.4% | |
| Wells Fargo & Co Coupon: 4.90% Maturity Date: 11/17/2045 Corporate Fixed Income Securities | Bonds / Notes | — | $163K | $162K | 0.4% | |
| Verizon Communications Inc Coupon: 2.55% Maturity Date: 3/21/2031 Corporate Fixed Income Securities | Bonds / Notes | — | $156K | $161K | 0.4% | |
| Cvs Health Corp Coupon: 5.12% Maturity Date: 7/20/2045 Corporate Fixed Income Securities | Bonds / Notes | — | $137K | $130K | 0.3% | |
| Goldman Sachs Group Inc Fxd To042028 Var Thraftr 3.8140% Coupon: 3.81% Maturity Date: 4/23/2029 Corporate Fixed Income Securities | Bonds / Notes | — | $117K | $121K | 0.3% | |
| Unitedhealth Group Inc Coupon: 5.05% Maturity Date: 4/15/2053 Corporate Fixed Income Securities | Bonds / Notes | — | $125K | $118K | 0.3% | |
| Abbvie Inc Coupon: 4.87% Maturity Date: 11/14/2048 Corporate Fixed Income Securities | Bonds / Notes | — | $121K | $118K | 0.3% | |
| Anheuser-Busch Cos Llc / Anheuser-Busch Inbev Worldwide Inc Coupon: 4.70% Maturity Date: 2/1/2036 Corporate Fixed Income Securities | Bonds / Notes | — | $112K | $116K | 0.3% | |
| Baltimore Gas And Electric Co Coupon: 2.25% Maturity Date: 6/15/2031 Corporate Fixed Income Securities | Bonds / Notes | — | $114K | $114K | 0.3% | |
| Resolution Fdg Corp Int Pmt Coupon: 0.00% Maturity Date: 4/15/2030 Government Securities | Bonds / Notes | — | $110K | $114K | 0.3% | |
| Goldman Sachs Group Inc/The Coupon: 3.80% Maturity Date: 3/15/2030 Corporate Fixed Income Securities | Bonds / Notes | — | $103K | $104K | 0.3% | |
| Broadcom Inc Coupon: 4.30% Maturity Date: 11/15/2032 Corporate Fixed Income Securities | Bonds / Notes | — | $95K | $100K | 0.2% | |
| Duke Energy Progress Llc Coupon: 3.60% Maturity Date: 9/15/2047 Corporate Fixed Income Securities | Bonds / Notes | — | $104K | $100K | 0.2% | |
| Discovery Communications Llc Coupon: 3.62% Maturity Date: 5/15/2030 Corporate Fixed Income Securities | Bonds / Notes | — | $97K | $98K | 0.2% | |
| Pfizer Investment Enterprises Pte Ltd Coupon: 5.30% Maturity Date: 5/19/2053 Corporate Fixed Income Securities | Bonds / Notes | — | $101K | $95K | 0.2% | |
| Berkshire Hathaway Inc Coupon: 4.50% Maturity Date: 2/11/2043 Corporate Fixed Income Securities | Bonds / Notes | — | $95K | $94K | 0.2% | |
| Telefonica Emisiones Sa Coupon: 7.04% Maturity Date: 6/20/2036 Corporate Fixed Income Securities | Bonds / Notes | — | $92K | $94K | 0.2% | |
| Northrop Grumman Corp Coupon: 3.25% Maturity Date: 1/15/2028 Corporate Fixed Income Securities | Bonds / Notes | — | $90K | $92K | 0.2% | |
| Jpmorgan Chase & Co Fxd To 012032 Var Thraftr 2.963% Coupon: 2.96% Maturity Date: 1/25/2033 Corporate Fixed Income Securities | Bonds / Notes | — | $93K | $92K | 0.2% | |
| Sempra Energy Coupon: 3.25% Maturity Date: 6/15/2027 Corporate Fixed Income Securities | Bonds / Notes | — | $90K | $92K | 0.2% | |
| Time Warner Cable Llc Coupon: 6.75% Maturity Date: 6/15/2039 Corporate Fixed Income Securities | Bonds / Notes | — | $86K | $89K | 0.2% | |
| Dte Energy Co Coupon: 2.85% Maturity Date: 10/1/2026 Corporate Fixed Income Securities | Bonds / Notes | — | $85K | $88K | 0.2% | |
| Microsoft Corp Coupon: 2.92% Maturity Date: 3/17/2052 Corporate Fixed Income Securities | Bonds / Notes | — | $95K | $87K | 0.2% | |
| Broadcom Inc Coupon: 4.15% Maturity Date: 11/15/2030 Corporate Fixed Income Securities | Bonds / Notes | — | $83K | $87K | 0.2% | |
| Goldman Sachs Group Inc/The Fxd To 072034 Var Thraftr 5.33% Coupon: 5.33% Maturity Date: 7/23/2035 Corporate Fixed Income Securities | Bonds / Notes | — | $85K | $86K | 0.2% | |
| Amgen Inc Coupon: 4.66% Maturity Date: 6/15/2051 Corporate Fixed Income Securities | Bonds / Notes | — | $88K | $84K | 0.2% | |
| Apple Inc Coupon: 3.75% Maturity Date: 9/12/2047 Corporate Fixed Income Securities | Bonds / Notes | — | $89K | $84K | 0.2% | |
| Edison International Coupon: 6.95% Maturity Date: 11/15/2029 Corporate Fixed Income Securities | Bonds / Notes | — | $80K | $81K | 0.2% | |
| Pacific Gas And Electric Co Coupon: 4.95% Maturity Date: 7/1/2050 Corporate Fixed Income Securities | Bonds / Notes | — | $71K | $80K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
