Jackson County Bank's EIN is 35-0418300.
Download the official 2024 Form 5500 (PDF) for Jackson County Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson County Bank'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $12.7M | 94.4% | |
| Standard Insurance Company Fidelity 500 Index # | Common Collective Trusts | — | — | $1.7M | 13.0% | |
| Standard Insurance Company MFS Growth R6 # | Mutual Funds | — | — | $1.4M | 10.2% | |
| Standard Insurance Company JP Morgan US Value # | Common Stocks | — | — | $1.2M | 9.2% | |
| Standard Insurance Company Fidelity Total Intl Index # | Mutual Funds | — | — | $825K | 6.1% | |
| Standard Insurance Company AB Large Cap Growth # | Common Stocks | — | — | $804K | 6.0% | |
| Standard Insurance Company Vanguard Explorer Admiral # | Mutual Funds | — | — | $695K | 5.2% | |
| Deposit Administration Contract * Standard Insurance Company Stable Asset Fund II 801253A interest rate 2.64% # | Bonds / Notes | — | — | $657K | 4.9% | |
| Standard Insurance Company MFS Mid Cap Growth R6 # | Mutual Funds | — | — | $602K | 4.5% | |
| Standard Insurance Company Fidelity ADV Total Bond I # | Mutual Funds | — | — | $536K | 4.0% | |
| Standard Insurance Company MFS Mid Cap Value R6 # | Mutual Funds | — | — | $456K | 3.4% | |
| Standard Insurance Company Nuveen Lifecycle Index # | Mutual Funds | — | — | $437K | 3.2% | |
| Standard Insurance Company Franklin Small Cap Val R6 # | Mutual Funds | — | — | $410K | 3.0% | |
| Standard Insurance Company Nuveen Lifecycle Index 2060 R6 # | Mutual Funds | — | — | $382K | 2.8% | |
| Standard Insurance Company Nuveen Lifecycle Index 2045 R6 # | Mutual Funds | — | — | $373K | 2.8% | |
| Standard Insurance Company Nuveen Lifecycle Index 2055 R6 # | Mutual Funds | — | — | $349K | 2.6% | |
| Standard Insurance Company Nuveen Lifecycle Index 2036 R6 # | Mutual Funds | — | — | $330K | 2.5% | |
| Standard Insurance Company Nuveen Lifecycle Index 2035 R6 # | Mutual Funds | — | — | $310K | 2.3% | |
| Standard Insurance Company Fidelity Mid Cap Index # | Mutual Funds | — | — | $303K | 2.3% | |
| Standard Insurance Company Vanguard Small Cap Index Admiral # | Mutual Funds | — | — | $297K | 2.2% | |
| Standard Insurance Company Vanguard MDCP Value Index Admiral # | Mutual Funds | — | — | $233K | 1.7% | |
| Standard Insurance Company Nuveen Lifecycle Index 2040 R6 # | Mutual Funds | — | — | $224K | 1.7% | |
| Standard Insurance Company Nuveen Lifecycle Index 2050 R6 # | Mutual Funds | — | — | $182K | 1.4% | |
| Standard Insurance Company T Rowe Price INTL Discovery # | Mutual Funds | — | — | $167K | 1.2% | |
| Interest in Sub-Accounts of Standard Insurance Company Separate Account A * Standard Insurance Company Vanguard Wellington Admiral # | Pooled Separate Accounts | — | — | $167K | 1.2% | |
| Standard Insurance Company MFS International Growth R6 # | Mutual Funds | — | — | $134K | 1.0% | |
| Standard Insurance Company Nuveen Lifecycle Index 2015 R6 # | Mutual Funds | — | — | $123K | 0.9% | |
| Notes Receivable from Participants * Notes Receivable from Participants Varying maturities and an interest ranging from 4.25% - 9.5% # | Bonds / Notes | — | — | $100K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
