Mandy Cunningham signed Motorists Mutual Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Motorists Mutual Insurance Company's EIN is 31-4259550.
Download the official 2024 Form 5500 (PDF) for Motorists Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Motorists Mutual Insurance Company'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $121K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC |
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.
| — |
| MEDINA, OH |
| OTHER |
| $900 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $39.6M | 11.3% | |
| Vanguard 500 Index Fund- Admiral | Common Collective Trusts | — | — | $37.1M | 10.6% | |
| Vanguard Total Bond Market Index Instl | Mutual Funds | — | — | $19.3M | 5.5% | |
| Vanguard Institutional Target Retirement 2030 | Mutual Funds | — | — | $18.1M | 5.1% | |
| Empower Pooled Stable Value Account | Stable Value | — | — | $16.8M | 4.8% | |
| Vanguard Institutional Target Retirement 2040 | Mutual Funds | — | — | $16.5M | 4.7% | |
| Fidelity OTC Portfolio | Mutual Funds | — | $11.6M | $16.1M | 4.6% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $15.9M | 4.5% | |
| Vanguard Extended Market Indx Instl | Mutual Funds | — | — | $14.8M | 4.2% | |
| Vanguard Institutional Target Retirement 2035 | Mutual Funds | — | — | $13.6M | 3.9% | |
| Vanguard Institutional Target Retirement 2025 | Mutual Funds | — | — | $12.9M | 3.7% | |
| MFS Value R3 | Mutual Funds | — | — | $11.7M | 3.3% | |
| Hartford Intl Opportunities Y | Other securities | — | — | $11.5M | 3.3% | |
| JP Morgan US Equity R5 | Other securities | — | — | $11.1M | 3.2% | |
| Vanguard Institutional Target Retirement 2050 | Mutual Funds | — | — | $11.0M | 3.1% | |
| Vanguard Total Intl Stock Admiral | Mutual Funds | — | — | $10.9M | 3.1% | |
| John Hancock Bond R6 | Other securities | — | — | $9.9M | 2.8% | |
| Vanguard Institutional Target Retirement 2045 | Mutual Funds | — | — | $9.6M | 2.7% | |
| T. Rowe Price Mid-Cap Value | Other securities | — | — | $8.9M | 2.5% | |
| Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $8.0M | 2.3% | |
| Carillion Eagle Mid Cap Growth I | Other securities | — | — | $6.7M | 1.9% | |
| T ROWE PRICE STABLE VALUE A T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.2M | 1.8% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $5.3M | 1.5% | |
| Vanguard Target Retirement Inc Instl | Mutual Funds | — | — | $4.8M | 1.4% | |
| Vanguard Explorer Admin | Mutual Funds | — | — | $4.0M | 1.2% | |
| Vanguard Institutional Target Retirement 2055 | Mutual Funds | — | — | $4.0M | 1.2% | |
| Harbor Small Cap Value Instl | Other securities | — | — | $3.7M | 1.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 702 | Common Collective Trust | — | — | $3.6M | 1.0% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.5M | 1.0% | |
| 3.25% to 9.50%; maturing through July 2036 | Bonds / Notes | — | — | $3.4M | 1.0% | |
| MFS New Discovery Value R3 | Mutual Funds | — | — | $3.4M | 1.0% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $3.2M | $3.2M | 0.9% | |
| Vanguard Institutional Target Retirement 2060 | Mutual Funds | — | — | $2.3M | 0.7% | |
| New York Life Insurance Company Anchor Account IV | Common Stocks | — | — | $1.7M | 0.5% | |
| Cohen & Steers Real Estate Securities A | Other securities | — | — | $1.3M | 0.4% | |
| Vanguard Institutional Target Retirement 2065 | Mutual Funds | — | — | $555K | 0.2% |
