Glenn Bartholomew signed Thermo King Midwest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thermo King Midwest, Inc.'s EIN is 35-1007407.
Download the official 2024 Form 5500 (PDF) for Thermo King Midwest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thermo King Midwest, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $17K | — |
| MORNINGSTAR INVESTMENT MGMT 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.
| 36-4317381 |
| — |
| INV ADVISORY, PARTICIPAN |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.0M | 26.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.0M | 13.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $835K | 10.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $638K | 8.2% | |
| Schwab S&P 500 Mutual Fund 6,042 shares | Common Collective Trusts | — | — | $545K | 7.0% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $503K | 6.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $404K | 5.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $290K | 3.7% | |
| Participant Loans with maturities through December 2051 | Participant loans | — | — | $231K | 3.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $185K | 2.4% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $165K | 2.1% | |
| Lord Abbett Developing Growth Mutual Fund 4,037 shares | Mutual Funds | — | — | $121K | 1.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $115K | 1.5% | |
| Principal LifeTime Strategic Income Pooled Separate Account 0 shares ** 4 * ^ Principal Fixed Income Guaranteed Investment Contract 1.55% | Stable Value | — | — | $112K | 1.4% | |
| PGIM Jennison Mid Cap Growth Mutual Fund 4,197 shares | Other securities | — | — | $96K | 1.2% | |
| Principal Diversified International Pooled Separate Account 640 shares | Pooled Separate Accounts | — | — | $84K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $84K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $81K | 1.0% | |
| Principal Core Fixed Income Pooled Separate Account 3,219 shares | Pooled Separate Accounts | — | — | $57K | 0.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $57K | 0.7% | |
| PGIM High Yield Mutual Fund 11,240 shares | Other securities | — | — | $54K | 0.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 055 | Pooled Separate Account | — | — | $23K | 0.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $17K | 0.2% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund 1,313 shares | Mutual Funds | — | — | $14K | 0.2% | |
| Franklin International Growth Mutual Fund 751 shares | Mutual Funds | — | — | $12K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $11K | 0.1% | |
| Capital World Bond Fund Mutual Fund 539 shares | Other securities | — | — | $8K | 0.1% | |
| Corrected ContributionsOutside VFCP $ PARTICIPANT CONTRIBUTIONS YEAR ENDED DECEMBER 31, 2024 | Other securities | — | — | $8K | 0.1% | |
| Goldman Sachs Small Cap Value Insights Mutual Fund 140 shares | Other securities | — | — | $8K | <0.1% | |
| American Mutual Fund Mutual Fund 101 shares | Other securities | — | — | $6K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Virtus NFJ Mid-Cap Value Mutual Fund 97 shares | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $4 | <0.1% |
