Krista Costello signed The Montpelier Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Montpelier Foundation's EIN is 31-1620682.
Download the official 2024 Form 5500 (PDF) for The Montpelier Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Montpelier Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $957 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.2M | 88.5% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2035 R6 | Common Collective Trusts | — | — | $1.2M | 20.9% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2040 R6 | Common Collective Trusts | — | — | $787K | 13.5% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2025 R6 | Common Collective Trusts | — | — | $522K | 8.9% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2050 R6 | Common Collective Trusts | — | — | $470K | 8.0% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2045 R6 | Common Collective Trusts | — | — | $468K | 8.0% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2055 R6 | Common Collective Trusts | — | — | $448K | 7.7% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2020 R6 | Common Collective Trusts | — | — | $277K | 4.7% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2030 R6 | Common Collective Trusts | — | — | $228K | 3.9% | |
| American United Life Insurance Company Vanguard Growth Index Adm | Mutual Funds | — | — | $227K | 3.9% | |
| TIAA Traditional Annuity Non-Benefit Responsive | Mutual Funds | — | — | $163K | 2.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $139K | 2.4% | |
| American United Life Insurance Company Vanguard Equity-Income Adm | Mutual Funds | — | — | $110K | 1.9% | |
| American United Life Insurance Company TIAA-CREF Lifecycle Idx Inc | Common Collective Trusts | — | — | $106K | 1.8% | |
| American United Life Insurance Company Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $100K | 1.7% | |
| American United Life Insurance Company Vanguard 500 Index Adm | Common Collective Trusts | — | — | $84K | 1.4% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES TIAA TRADITIONAL BENEDFIT RESPONSIVE | Mutual Funds | — | — | $80K | 1.4% | |
| CREF Money Market R1 | Mutual Funds | — | — | $50K | 0.9% | |
| CREF Growth R1 | Mutual Funds | — | — | $35K | 0.6% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES CREF SOCIAL CHOICE R1 | Mutual Funds | — | — | $35K | 0.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $31K | 0.5% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | Bonds / Notes | — | — | $29K | 0.5% | |
| Various Dates through February 2029 - | Other securities | — | — | $29K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $25K | 0.4% | |
| NUVEEN INTL RES RQ R6 MUTUAL FUND SHARES 0 55 NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $25K | 0.4% | |
| American United Life Insurance Company NUVEEN LIFECYCLE IDX 2060 R6 | Common Collective Trusts | — | — | $23K | 0.4% | |
| American United Life Insurance Company AMG TimeSquare Mid Cap Growth Z | Common Stocks | — | — | $18K | 0.3% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES TIAA ACCESS T-C MID CAP GRW T4 | Mutual Funds | — | — | $16K | 0.3% | |
| TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $14K | 0.2% | |
| American United Life Insurance Company Vanguard Small-Cap Index Amd | Mutual Funds | — | — | $13K | 0.2% | |
| American United Life Insurance Company Vanguard Explorer Adm | Mutual Funds | — | — | $12K | 0.2% | |
| American United Life Insurance Company DFA Global Equity | Mutual Funds | — | — | $11K | 0.2% | |
| American United Life Insurance Company American Funds EUPAC Fund Class R6 | Mutual Funds | — | — | $11K | 0.2% | |
| American United Life Insurance Company American United Life Stable Value Account | Stable Value | — | — | $10K | 0.2% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $9K | 0.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $8K | 0.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $6K | 0.1% | |
| American United Life Insurance Company Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Nuv Mid-Cap GR T4 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Nuv Real Est Secs T4 | Mutual Funds | — | — | $2K | <0.1% | |
| DFA INVESTMENT GRADE I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $1K | <0.1% |
