Beverly Pendowski signed American Bar Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Bar Association's EIN is 36-0723150.
Download the official 2024 Form 5500 (PDF) for American Bar Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Bar Association's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | NONE | $951K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $79.6M | 91.2% | |
| LONG CREDIT BOND FUND AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $33.6M | 38.5% | |
| S&P 500 INDX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $10.8M | 12.4% | |
| CORE REAL ESTATE AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | — | $8.1M | 9.2% | |
| NISA ULTRA LONG TREASURY GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 002 | Common Collective Trust | — | — | $6.9M | 7.9% | |
| GLOBAL EQUITY EX USA INDX NL SF CL STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 016 | Common Collective Trust | — | — | $6.2M | 7.1% | |
| US INTERMEDIATE GOVERNMENT AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $4.4M | 5.1% | |
| NISA ULTRA MID TREASURY GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 001 | Common Collective Trust | — | — | $4.0M | 4.6% | |
| RUSSELL SMALL MID CAP INDX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| INTERMEDIATE CR BD AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| MULTI-ASSET CREDIT FUND AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| EB TEMP INV FD BNY MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $809K | 0.9% | |
| HIGH YIELD PLUS CL I AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | — | $76K | <0.1% | |
| GLOBAL REAL ESTATE FUND AON TRUST COMPANY, LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | — | $18K | <0.1% |
| NONE |
| $47K |
| — |
