This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION REVIEW SERVICES | 62-1678841 | DARIEN, IL | THIRD PARTY ADMINISTRATOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | 47-0098400 | LINCOLN, NE | FUNDING VEHICLE | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JP MORGAN LARGE CAP GROWTH FUND AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $755K | 24.2% |
| STABLE FIXED INVESTMENT ACCOUNT AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $649K | 20.8% |
| JANUS HENDERSON GLOBAL TECHNOLOGY F AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $463K | 14.9% |
| T.ROWE PRICE MID CAP VALUE ADVISOR AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $188K | 6.0% |
| METWEST TOTAL RETURN BOND M AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $163K | 5.2% |
| CALVERT VP S&P 500 INDEX AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $150K | 4.8% |
| JP MORGAN EQUITY INCOME CLASS R3 AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $87K | 2.8% |
| BARON SMALL CAP RETAIL SHARES AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $75K | 2.4% |
| FIDELITY VIP GOVERNMENT MONEY MARKE AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $70K | 2.3% |
| WASATCH SMALL CAP VALUE INVESTOR CL AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $69K | 2.2% |
| COHEN & STEERS REAL ESTATE SECURITI AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $68K | 2.2% |
| JP MORGAN US EQUITY CLASS R3 AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $62K | 2.0% |
| CALVERT VP S&P MIDCAP 400 INDEX AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $61K | 2.0% |
| T.ROWE PRICE RETIREMENT 2040 ADVISO AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $58K | 1.9% |
| AMERICAN FUNDS NEW PERSPECTIVE FUND AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $51K | 1.6% |
| CALVERT VP RUSSELL 2000 SMALL CAP I AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $36K | 1.2% |
| AMERICAN CENTURY GROWTH INVESTOR CL AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $34K | 1.1% |
| CALVERT EQUITY FUND CLASS I AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $33K | 1.1% |
| CALVERT VP INVESTMENT GRADE BOND IN AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $16K | 0.5% |
| T.ROWE PRICE RETIREMENT 2010 ADVISO AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $16K | 0.5% |
| T.ROWE PRICE RETIREMENT 2030 ADVISO AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $10K | 0.3% |
| CALVERT HIGH YIELD CLASS I AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $926 | <0.1% |
| T.ROWE PRICE RETIREMENT 2020 ADVISO AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 501 | Pooled Separate Account | $10 | <0.1% |
