IBA Group Insurance Trust's EIN is 35-6259970.
Download the official 2024 Form 5500 (PDF) for IBA Group Insurance Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBA Group Insurance Trust's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 36-2739571 | — | NONE | $1.5M | — |
| NFP CORPORATE SERVICES, INC. | 35-2015501 | — | NONE | $773K | — |
| EXPRESS SCRIPT, INC. | 43-1420563 | — | NONE | $142K | — |
| WELLNESS IQ, INC. |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 56-2676855 |
| — |
| NONE |
| $104K |
| — |
| ALERA GROUP INC DBA VITAL INCITE | 82-3614359 | — | NONE | $81K | — |
| BOSE MCKINNEY & EVANS LLP | 35-0957980 | — | NONE | $75K | — |
| TAFT STETTINIUS & HOLLISTER LLP | 31-0541755 | — | — | $49K | — |
| THE HOWARD E NYHART COMPANY, INC | 35-0966414 | — | NONE | $37K | — |
| BRADY WARE & SCHOENFELD, INC. | 35-1476702 | — | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Supplemental contribution fund cash - interest bearing * Lake City Bank Insured deposit account | Cash / Money Market | — | $4.9M | $4.9M | 42.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.2M | 19.3% | |
| Wells Fargo & Company Due 06/02/2028; 2.393% | Bonds / Notes | — | $145K | $139K | 1.2% | |
| JP Morgan Ultra Short 2,683 shares | Other securities | — | $135K | $136K | 1.2% | |
| Tyler Tx Independent School District Due 02/15/2032; 1.684% | Bonds / Notes | — | $155K | $131K | 1.1% | |
| Goldman Sachs Group Inc. Due 04/22/2032; 2.615% | Bonds / Notes | — | $140K | $123K | 1.1% | |
| JP Morgan Chase & Co 502 shares | Common Stocks | — | $29K | $123K | 1.1% | |
| Elizabethtown Kentucky Due 12/01/2028; 5.450% | Bonds / Notes | — | $122K | $120K | 1.0% | |
| Municipal bonds Bolingbrook Illinois Due 01/01/2036; 2.568% | Bonds / Notes | — | $155K | $118K | 1.0% | |
| Abbvie Inc. 596 shares | Common Stocks | — | $91K | $116K | 1.0% | |
| Costco Wholesale Corp 109 shares | Common Stocks | — | $54K | $108K | 0.9% | |
| Santa Monica-Malibu School District Due 07/01/2036; 2.034% | Bonds / Notes | — | $140K | $106K | 0.9% | |
| Socorro Tx Independent School District Due 08/15/2028; 5.000% | Bonds / Notes | — | $110K | $103K | 0.9% | |
| Broadcom Inc. 534 shares | Common Stocks | — | $30K | $103K | 0.9% | |
| Microsoft Corp 249 shares | Common Stocks | — | $11K | $98K | 0.9% | |
| Home Depot Inc. 263 shares | Common Stocks | — | $34K | $95K | 0.8% | |
| Communication Svs Slct Sc 992 shares | Other securities | — | $92K | $95K | 0.8% | |
| Aflac Inc. 865 shares | Common Stocks | — | $50K | $94K | 0.8% | |
| Paychex Inc. 631 shares | Common Stocks | — | $43K | $93K | 0.8% | |
| Southern Co. 1,005 shares | Common Stocks | — | $53K | $92K | 0.8% | |
| Exxon Mobil Corporation 872 shares | Common Stocks | — | $86K | $92K | 0.8% | |
| Apple Inc. 426 shares | Common Stocks | — | $10K | $91K | 0.8% | |
| Allstate Corp 454 shares | Common Stocks | — | $59K | $90K | 0.8% | |
| Air Products & Chemicals Inc. 315 shares | Common Stocks | — | $33K | $85K | 0.7% | |
| McDonalds Corp 260 shares | Common Stocks | — | $72K | $83K | 0.7% | |
| Waste Mangement Inc 354 shares | Common Stocks | — | $80K | $83K | 0.7% | |
| U.S. Government securities Federal Home LN Due 04/17/2034; 5.500% | Agency / Mortgage-Backed | — | $80K | $81K | 0.7% | |
| Lockheed Martin Corp 168 shares | Common Stocks | — | $44K | $80K | 0.7% | |
| JEA Fla Dist Energy Sys. Due 10/01/2030; 4.238% | Bonds / Notes | — | $81K | $80K | 0.7% | |
| Texas Instruments Inc. 489 shares | Common Stocks | — | $82K | $78K | 0.7% | |
| Accenture PLC 260 shares | Common Stocks | — | $21K | $78K | 0.7% | |
| PNC Financial Services Due 06/12/2029; 5.582% | Bonds / Notes | — | $65K | $67K | 0.6% | |
| Minnesota St HS Due 07/01/2025; 4.219% | Bonds / Notes | — | $64K | $65K | 0.6% | |
| United Health Group Inc Due 01/15/2029; 4.250% | Bonds / Notes | — | $65K | $65K | 0.6% | |
| Merck & Co Inc. 753 shares | Common Stocks | — | $58K | $64K | 0.6% | |
| Exchange-traded funds (ETFs) iShares Semiconductor 342 shares | Other securities | — | $68K | $63K | 0.5% | |
| Fastenal Co 766 shares | Common Stocks | — | $64K | $62K | 0.5% | |
| Extra Space Storage Inc 418 shares | Common Stocks | — | $63K | $61K | 0.5% | |
| Watsco Inc 133 shares | Common Stocks | — | $68K | $61K | 0.5% | |
| Raytheon Tech Corp 482 shares | Common Stocks | — | $40K | $61K | 0.5% | |
| Nextera Energy Inc. 897 shares | Common Stocks | — | $18K | $60K | 0.5% | |
| CME Group Inc 200 shares | Common Stocks | — | $41K | $55K | 0.5% | |
| Morgan Stanley 470 shares | Other securities | — | $62K | $54K | 0.5% | |
| Price T Rowe Groups 611 shares | Other securities | — | $70K | $54K | 0.5% | |
| Old National Bancorp 2,145 shares - Preferred Stock | Common Stocks | — | $53K | $54K | 0.5% | |
| Bank of America Corp 2,096 shares - Preferred Stock | Common Stocks | — | $52K | $52K | 0.5% | |
| Morgan Stanley 2,003 shares - Preferred Stock | Other securities | — | $52K | $50K | 0.4% | |
| iShares Ultra Short 967 shares | Other securities | — | $49K | $49K | 0.4% | |
| Washington Cnty OR School District Due 06/15/2026; 5.909% | Bonds / Notes | — | $45K | $46K | 0.4% | |
| United Health Group Inc. 111 shares | Common Stocks | — | $56K | $46K | 0.4% |
