Arthur J. Gallagher (Illinios), LLC.'s EIN is 36-2481781.
Download the official 2024 Form 5500 (PDF) for Arthur J. Gallagher (Illinios), LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arthur J. Gallagher (Illinios), LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $574K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | RECORDKEEPER | $243K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE TAX LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 86-1065772 |
| — |
| NONE |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FGMK, LLC | 36-2929601 | — | NONE | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $420.5M | 10.8% | |
| * Arthur J. Gallagher & Co Stock Fund Common Stock | Common Stocks | — | — | $380.8M | 9.8% | |
| Group annuity contract * Guaranteed Interest Fund (GIA) Guaranteed Interest Fund | Common Stocks | — | — | $378.0M | 9.7% | |
| VG TARGET RET 2030 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $210.6M | 5.4% | |
| MASSMUTUAL BLUE CHIP GR CIT WILMINGTON TRUST · EIN 38-4065331 / PN 001 | Common Collective Trust | — | — | $189.6M | 4.9% | |
| VG TARGET RET 2040 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $163.1M | 4.2% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $155.5M | 4.0% | |
| VG TARGET RET 2035 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $154.1M | 4.0% | |
| VG TARGET RET 2025 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $133.9M | 3.4% | |
| Amer Funds Wash Mutl Invs Fund Mutual Funds | Mutual Funds | — | — | $131.8M | 3.4% | |
| VG TARGET RET 2045 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $128.5M | 3.3% | |
| MFS INTERNATIONAL GROWTH EQUITY CIT MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $125.6M | 3.2% | |
| JP Morgan Mid Cap Growth Mutual Funds | Other securities | — | — | $114.5M | 2.9% | |
| Variable annuities * JP Morgan Large Cap Value Variable Annuities | Other securities | — | — | $113.3M | 2.9% | |
| VG TARGET RET 2050 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $102.5M | 2.6% | |
| Metwest Core Plus Bond Variable Annuities | Other securities | — | — | $99.9M | 2.6% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $76.1M | 2.0% | |
| MFS Mid Cap Value Fund Variable Annuities | Mutual Funds | — | — | $75.8M | 1.9% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $75.5M | 1.9% | |
| VG TARGET RET 2055 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $73.5M | 1.9% | |
| Vanguard Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $65.3M | 1.7% | |
| SELECT SMALL CAP GROWTH EQ CIT CL N WILMINGTON TRUST · EIN 38-4065335 / PN 432 | Common Collective Trust | — | — | $64.9M | 1.7% | |
| VG TARGET RET 2020 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $58.1M | 1.5% | |
| Vanguard Total Intl Stock Index Fund Mutual Funds | Common Collective Trusts | — | — | $47.1M | 1.2% | |
| VG TARGET RET 2060 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $46.3M | 1.2% | |
| Participant Loans to participants maturing at various dates through 2048, at interest rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $39.0M | 1.0% | |
| VG TARGET RET INC TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $32.2M | 0.8% | |
| ALLSPRING SPECIAL SMALL CAP VALUE C SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $30.8M | 0.8% | |
| Vanguard Infl-Protected Securities Fund Mutual Funds | Mutual Funds | — | — | $25.3M | 0.7% | |
| American Funds New World Mutual Funds | Mutual Funds | — | — | $24.3M | 0.6% | |
| Arthur J. Gallagher Co. (AJG) Common Stock | Common Stocks | — | — | $20.0M | 0.5% | |
| VG TARGET RET 2065 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $15.0M | 0.4% | |
| Vanguard Federal Money Market Mutual Funds | Mutual Funds | — | — | $8.4M | 0.2% | |
| VOYA STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-1928760 / PN 140 | Common Collective Trust | — | — | $4.7M | 0.1% | |
| Fidelity Emerging Markets Index Mutual Funds | Mutual Funds | — | — | $1.9M | <0.1% | |
| VG TARGET RET 2070 TRUST CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $1.6M | <0.1% | |
| Liquid assets and cash * Morgan Stanley Liquid Assets and Cash Liquid Assets and Cash | Cash / Money Market | — | — | $949K | <0.1% | |
| Federated GOVT Obligations PRM (GOFXX) Mutual Fund | Other securities | — | — | $757K | <0.1% | |
| Apple Inc (AAPL) Common Stock | Common Stocks | — | — | $701K | <0.1% | |
| Vanguard Short-Term Corporate (VCSH) Exchange Traded Funds | Mutual Funds | — | — | $660K | <0.1% | |
| Blackstone Group LP (BX) Common Stock | Common Stocks | — | — | $267K | <0.1% | |
| Columbia Strategic Income A (COSIX) Mutual Fund | Other securities | — | — | $257K | <0.1% | |
| SPDR FTSE/MACQU GLBL INFRA 100 (GII) Exchange Traded Funds | Other securities | — | — | $65K | <0.1% | |
| Energy Sel Sect SPDR FD (XLE) Exchange Traded Funds | Other securities | — | — | $57K | <0.1% | |
| Bristol Myers Squibb Co (BMY) Common Stock | Common Stocks | — | — | $55K | <0.1% | |
| Weyerhaeuser Co (WY) Common Stock | Common Stocks | — | — | $49K | <0.1% | |
| Pfizer Inc (PFE) Common Stock | Common Stocks | — | — | $42K | <0.1% | |
| BP PLC ADS (BP) Common Stock | Common Stocks | — | — | $39K | <0.1% | |
| Dominion Res Inc (D) Common Stock | Common Stocks | — | — | $38K | <0.1% | |
| DOW Chemical (DOW) Common Stock | Common Stocks | — | — | $29K | <0.1% |
