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Original filing (PDF)20251009074237NAL0015457026001
OLD NATIONAL BANCORP
Form 5500
FILING_RECEIVED
THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,006
Accounts w/ balance
5,266
Plan assets (EOY)
$733.1M
Net assets (EOY)
$733.1M
How this plan invests
This plan
20 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD NATIONAL BANCORP.
Plan sponsor
Name
OLD NATIONAL BANCORP
EIN
35-1539838
Address
1 MAIN STREET · EVANSVILLE, IN · 477081464
Phone
(812) 465-7275
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARDING, SHYMANSKI & COMPANY P.S.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $144K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $76K | — |
Investments
6 direct securities · 20 pooled funds· $704.2M(96% of reported assets)
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.
Common Collective Trust
$597.7M
20 holdings
Uncategorized
$106.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX FUND CLASS K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $159.6M | 21.8% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $104.3M | 14.2% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $45.0M | 6.1% | |
| JP Morgan Investment Management Pooled Separate Account | — | — | — | $44.8M | 6.1% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $41.0M | 5.6% | |
| SCHWAB INSTL LRG CAP VALUE TR FD-IN CHARLES SCHWAB BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $32.7M | 4.5% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $28.4M | 3.9% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $28.2M | 3.8% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $24.8M | 3.4% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $23.4M | 3.2% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $23.4M | 3.2% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $23.3M | 3.2% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $23.0M | 3.1% | |
| Vanguard Balanced Index Institutional Fund Mutual Fund | — | — | — | $21.5M | 2.9% | |
| Old National Bancorp Common Stock 865,213 shares | — | — | $865K | $18.8M | 2.6% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $10.4M | 1.4% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $9.6M | 1.3% | |
| through June 2037 | — | — | — | $7.5M | 1.0% | |
| State Street Real Asset NL CL C Collective Investment Trust | — | — | — | $7.4M | 1.0% | |
| Vanguard Short-Term Federal Admiral Fund Mutual Fund | — | — | — | $6.4M | 0.9% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5.7M | 0.8% | |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4.6M | 0.6% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $3.9M | 0.5% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3.9M | 0.5% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.5M | 0.3% | |
| FRS WESTERN ASSET CORE PLUS BOND CL WILMINGTON TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% |