JILL Calkins signed Tri-County Opportunities Council's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-County Opportunities Council's EIN is 36-2559180.
Download the official 2024 Form 5500 (PDF) for Tri-County Opportunities Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-County Opportunities Council's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANKLIN TEMPLETON DISTRIBUTORS | — | SAN MATEO, CA | NONE | $180 | — |
| RELIASTAR LIFE INSURANCE COMPANY |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $5.2M | 75.7% | |
| American General Life Insurance Contract | Other securities | — | — | $912K | 13.3% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $741K | 10.8% | |
| Mutual of America Clear Passage 2025 Fund | Other securities | — | — | $608K | 8.8% | |
| Mutual of America Clear Passage 2045 Fund | Other securities | — | — | $589K | 8.6% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $539K | 7.8% | |
| s (Continued) * Mutual of America Clear Passage 2050 Fund | Pooled Separate Accounts | — | — | $442K | 6.4% | |
| Mutual of America Conservative Allocation | Other securities | — | — | $402K | 5.8% | |
| Mutual of America Clear Passage 2040 Fund | Other securities | — | — | $387K | 5.6% | |
| Fully Benefit-Responsive Investment Contracts * Mutual of America Interest Accumulation | Other securities | — | — | $364K | 5.3% | |
| Mutual of America Clear Passage 2020 Fund | Other securities | — | — | $264K | 3.8% | |
| Goldman Sachs VIT US Equity Insights Fund ** 613 * Mutual of America Clear Passage 2015 Fund | Other securities | — | — | $175K | 2.5% | |
| Mutual of America Moderate Allocation | Other securities | — | — | $158K | 2.3% | |
| s * Franklin Templeton Franklin Growth Fund - Class A | Mutual Funds | — | — | $133K | 1.9% | |
| T.Rowe Price Blue Chip Growth | Other securities | — | — | $119K | 1.7% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $93K | 1.4% | |
| Mutual of America Clear Passage 2060 Fund | Other securities | — | — | $84K | 1.2% | |
| s * Mutual of America Aggressive Allocation | Pooled Separate Accounts | — | — | $83K | 1.2% | |
| Mutual of America Clear Passage 2055 Fund | Other securities | — | — | $76K | 1.1% | |
| VOYA/ReliaStar Insurance Company Annuity Contract - FutureLink | Common Stocks | — | — | $75K | 1.1% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $59K | 0.9% | |
| Franklin Templeton Franklin Small Cap Growth Fund - Class A | Mutual Funds | — | — | $56K | 0.8% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $52K | 0.7% | |
| Fidelity VIP Asset Manager Portfolio | Mutual Funds | — | — | $49K | 0.7% | |
| Mutual of America Money Market Fund ** 403 * Mutual of America Intermediate Bond Fund ** 860 * Mutual of America Mid-Cap Equity Index | Common Collective Trusts | — | — | $46K | 0.7% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $45K | 0.7% | |
| Franklin Templeton Franklin Equity Income Fund - Class A | Mutual Funds | — | — | $31K | 0.5% | |
| American Century VP Capital Appreciation | Other securities | — | — | $27K | 0.4% | |
| Franklin Templeton Mutual Global Discovery Fund - Class A | Mutual Funds | — | — | $26K | 0.4% | |
| Franklin Templeton Mutual Shares Fund - Class A | Mutual Funds | — | — | $25K | 0.4% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $24K | 0.4% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $22K | 0.3% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | — | $22K | 0.3% | |
| Franklin Templeton Franklin Income Fund - Class A1 | Mutual Funds | — | — | $22K | 0.3% | |
| Mutual of America Balanced Fund ** 988 Calvert VP SRI Balanced Portfolio | Other securities | — | — | $20K | 0.3% | |
| Franklin Templeton Franklin Total Return Fund - Class A | Mutual Funds | — | — | $17K | 0.2% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $13K | 0.2% | |
| DWS Capital Growth VIP | Other securities | — | — | $12K | 0.2% | |
| Insurance Contracts * VOYA/ReliaStar Insurance Company Annuity Contract - Quintaflex II | Common Stocks | — | — | $11K | 0.2% | |
| Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds IS New World Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Mutual of America International Fund | Other securities | — | — | $6K | <0.1% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | — | $6K | <0.1% | |
| Mutual of America Clear Passage 2065 Fund | Other securities | — | — | $5K | <0.1% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $5K | <0.1% | |
| Mutual of America All America Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio ** 814 PIMCO VIT Real Return Portfolio | Mutual Funds | — | — | $1K | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Variable Insurance Fund Total Bond Mkt Indx | Mutual Funds | — | — | $1K | <0.1% | |
| Invesco Oppenheimer V.I. Main Street | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0451140 |
| — |
| NONE |
| $0 |
| — |
