Glenda Oakley signed Easter Seals, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easter Seals, Inc.'s EIN is 36-2171729.
Download the official 2023 Form 5500 (PDF) for Easter Seals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Easter Seals, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
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 | $115K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company LDI intermediate duration separate account | Pooled Separate Accounts | — | $5.5M | $5.4M | 21.1% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $5.4M | 21.1% | |
| Dimensional Fund Advisors DFA international core equity | Mutual Funds | — | $3.4M | $4.1M | 16.1% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | $2.9M | $3.2M | 12.4% | |
| Pioneer fundamental growth | Other securities | — | $1.5M | $2.1M | 8.2% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $2.3M | $2.1M | 8.0% | |
| Eagle Financial Services, Inc. Carillon eagle mid cap growth | Common Stocks | — | $1.8M | $2.0M | 7.8% | |
| MFS Investment Management MFS value fund | Mutual Funds | — | $1.5M | $1.9M | 7.4% | |
| JP Morgan Funds Undiscovered managers behavioral fund | Other securities | — | $1.4M | $1.8M | 6.9% | |
| Delaware Investments Delaware emerging markets | Other securities | — | $1.4M | $1.6M | 6.2% | |
| Victory Funds Victory trivalent international small cap | Other securities | — | $1.1M | $1.2M | 4.6% | |
| Principal Life Insurance Company LDI long duration | Common Stocks | — | $3K | $3K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
