CALY Meyers-MIXA signed Clearbrook's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearbrook's EIN is 36-2420176.
Download the official 2023 Form 5500 (PDF) for Clearbrook from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Clearbrook's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $78K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Corebridge Financial, Inc. Fixed Interest Option - | Common Stocks | — | — | $3.4M | 13.0% | |
| Vanguard 500 Index Admiral - | Common Collective Trusts | — | — | $2.1M | 8.2% | |
| Blackrock Lifepath Index 2045 K - | Other securities | — | — | $1.5M | 5.7% | |
| American Capital Group American Funds American Balanced R6 - | Mutual Funds | — | — | $1.3M | 5.1% | |
| Vanguard Mid Cap Index Admiral - | Mutual Funds | — | — | $1.2M | 4.6% | |
| Blackrock Lifepath Index 2030 - | Other securities | — | — | $1.2M | 4.4% | |
| Blackrock Lifepath Index 2050 - | Other securities | — | — | $1.1M | 4.0% | |
| Blackrock Lifepath Index 2055 - | Other securities | — | — | $1.0M | 3.9% | |
| Blackrock Lifepath Index Retire K - | Other securities | — | — | $1.0M | 3.9% | |
| Blackrock Lifepath Index 2035 - | Other securities | — | — | $999K | 3.8% | |
| Registered investment companies: (Continued) Vanguard Developmed Markets Index Admiral - | Mutual Funds | — | — | $795K | 3.0% | |
| Corebridge Financial, Inc. Fixed Account Plus - | Common Stocks | — | — | $788K | 3.0% | |
| Vanguard Total Stock Market Index Admiral - | Common Collective Trusts | — | — | $728K | 2.8% | |
| Fidelity Small Cap Index Institutional - | Mutual Funds | — | — | $666K | 2.5% | |
| Jackson National Life Insurance Company 403(b) annuity contracts - Jackson National Life - | Common Stocks | — | — | $570K | 2.2% | |
| Fidelity International Capital Appreciation K6 - | Mutual Funds | — | — | $546K | 2.1% | |
| Blackrock Lifepath Index 2060 K - | Other securities | — | — | $457K | 1.7% | |
| Fidelity U.S. Bond Index Fund Institutional - | Common Collective Trusts | — | — | $425K | 1.6% | |
| Blackrock Lifepath Index 2040 - | Other securities | — | — | $405K | 1.5% | |
| Western Asset Western Asset Core Plus Bond IS - | Other securities | — | — | $370K | 1.4% | |
| JP Morgan JP Morgan Large Capital Growth RG - | Other securities | — | — | $337K | 1.3% | |
| American Capital Group American New Perspective R6 - | Common Stocks | — | — | $336K | 1.3% | |
| maturing at various dates through December, 2037 - | Other securities | — | — | $331K | 1.3% | |
| JP Morgan JP Morgan Emerging Markets R6 - | Other securities | — | — | $317K | 1.2% | |
| MorningStar Fund Class Value R6 - | Other securities | — | — | $272K | 1.0% | |
| American Capital Group American Century US Government Money Market Fund - | Cash / Money Market | — | — | $256K | 1.0% | |
| Corebridge Financial, Inc. Mid Cap Index Fund - | Common Collective Trusts | — | — | $209K | 0.8% | |
| Corebridge Financial, Inc. Stock Index Fund - | Common Collective Trusts | — | — | $189K | 0.7% | |
| Blackrock High Yield Bond - | Other securities | — | — | $170K | 0.6% | |
| Blackrock Lifepath Index 2025 - | Other securities | — | — | $163K | 0.6% | |
| Vanguard Real Estate Index Admiral - | Mutual Funds | — | — | $153K | 0.6% | |
| JP Morgan JP Morgan Government Bond R6 - | U.S. Treasuries | — | — | $153K | 0.6% | |
| Goldman Sachs Goldman Sachs US Equity Insight R6 - | Other securities | — | — | $110K | 0.4% | |
| Corebridge Financial, Inc. NASDAQ-100® Index Fund - 337 * Corebridge Financial, Inc. Science & Technology Fund - | Common Collective Trusts | — | — | $97K | 0.4% | |
| Corebridge Financial, Inc. Large Capital Growth - | Common Stocks | — | — | $96K | 0.4% | |
| Corebridge Financial, Inc. Moderate Growth Lifestyle - | Common Stocks | — | — | $92K | 0.4% | |
| Mass Mutual 403(b) annuity contracts - Mass Mutual - | Other securities | — | — | $90K | 0.3% | |
| Janus Henderson Janus Henderson Enterprise N - | Mutual Funds | — | — | $85K | 0.3% | |
| American Capital Group American Century Mid Cap Value R6 - | Common Stocks | — | — | $85K | 0.3% | |
| Corebridge Financial, Inc. Mid Cap Value Fund - | Common Stocks | — | — | $64K | 0.2% | |
| Corebridge Financial, Inc. GS VIT Government Money Market Fund - | Cash / Money Market | — | — | $60K | 0.2% | |
| Corebridge Financial, Inc. Vanguard Lifestrategy Growth - | Mutual Funds | — | — | $50K | 0.2% | |
| Corebridge Financial, Inc. Mid Cap Strategic Growth - | Common Stocks | — | — | $50K | 0.2% | |
| Corebridge Financial, Inc. Ariel Fund - | Common Stocks | — | — | $48K | 0.2% | |
| Corebridge Financial, Inc. Vanguard Windsor II - | Mutual Funds | — | — | $41K | 0.2% | |
| Corebridge Financial, Inc. Systemic Core Fund - 242 * Corebridge Financial, Inc. Systemic Growth Fund - | Common Stocks | — | — | $38K | 0.1% | |
| Corebridge Financial, Inc. Dividend Value - 333 * Corebridge Financial, Inc. Emerging Economies - | Common Stocks | — | — | $38K | 0.1% | |
| Neuberger Berman Neurrberger Berman Small Cap Growth R6 - | Other securities | — | — | $36K | 0.1% | |
| Franklin Utilities R6 - | Mutual Funds | — | — | $34K | 0.1% | |
| Corebridge Financial, Inc. Core Bond Fund - | Common Stocks | — | — | $33K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
