Katey BEY signed Sedgwick Claims Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sedgwick Claims Management Services, Inc.'s EIN is 36-2685608.
Download the official 2024 Form 5500 (PDF) for Sedgwick Claims Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sedgwick Claims Management Services, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE, FENNER, SMITH | 13-5674085 | NEW YORK, NY | BROKERAGE | $348K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | CHARLOTTE, NC | TRUSTEE | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. TREASURY STRIP 0% 8/15/37 | Other securities | — | $6.3M | $5.7M | 8.1% | |
| U.S. TREASURY STRIP 0% 11/15/2 | Other securities | — | $3.8M | $3.9M | 5.5% | |
| U.S. TREASURY STRIP 0% 2/15/54 | Other securities | — | $3.2M | $2.6M | 3.7% | |
| BLF FEDFUND CASH RESERVE | Cash / Money Market | — | $2.1M | $2.1M | 3.0% | |
| U.S. TREASURY STRIP 0% 5/15/27 | Other securities | — | $1.8M | $1.8M | 2.6% | |
| AT&T INC 4.750% 5/15/46 | Bonds / Notes | — | $1.5M | $1.4M | 2.0% | |
| ANHEUSER-BUSCH CO/INBEV 4.700% | Bonds / Notes | — | $1.0M | $982K | 1.4% | |
| WYETH INC 5.950% 4/01/37 | Bonds / Notes | — | $1.0M | $960K | 1.4% | |
| U.S. TREASURY STRIP 0% 2/15/27 | Other securities | — | $925K | $920K | 1.3% | |
| U.S. TREASURY STRIP 0% 11/15/3 | Other securities | — | $812K | $772K | 1.1% | |
| AMGEN INC 4.950% 10/01/41 | Bonds / Notes | — | $841K | $771K | 1.1% | |
| BOEING CO 6.875% 3/15/39 | Bonds / Notes | — | $667K | $638K | 0.9% | |
| BLACKROCK LIQUIDITY FUND | Cash / Money Market | — | $631K | $631K | 0.9% | |
| BROADCOM INC 4.300% 11/15/32 | Bonds / Notes | — | $636K | $613K | 0.9% | |
| CVS HEALTH CORP 4.780% 3/25/38 | Bonds / Notes | — | $626K | $575K | 0.8% | |
| WELLS FARGO & COMPANY VAR% 3/0 | Common Stocks | — | $570K | $548K | 0.8% | |
| GOLDMAN SACHS GROUP INC VAR% 4 | Common Stocks | — | $561K | $541K | 0.8% | |
| KINDER MORGAN INC 7.750% 1/15/ | Bonds / Notes | — | $558K | $540K | 0.8% | |
| BANK OF AMERICA CORP VAR% 4/27 | Common Stocks | — | $561K | $537K | 0.8% | |
| COMCAST CORP 2.450% 8/15/52 | Bonds / Notes | — | $605K | $535K | 0.8% | |
| ABBVIE INC 4.250% 11/21/49 | Bonds / Notes | — | $556K | $500K | 0.7% | |
| UNITEDHEALTH GROUP INC 2.900% | Bonds / Notes | — | $568K | $499K | 0.7% | |
| BARCLAYS PLC VAR% 11/24/32 | Common Stocks | — | $518K | $498K | 0.7% | |
| BURLINGTON NORTH SANTA F 6.150 | Other securities | — | $504K | $470K | 0.7% | |
| BANK OF AMERICA CORP VAR% 3/08 | Common Stocks | — | $443K | $425K | 0.6% | |
| VERIZON COMMUNICATIONS 3.700% | Bonds / Notes | — | $444K | $397K | 0.6% | |
| JPMORGAN CHASE & CO VAR% 4/22/ | Common Stocks | — | $432K | $397K | 0.6% | |
| BRISTOL-MYERS SQUIBB CO 5.500% | Bonds / Notes | — | $426K | $396K | 0.6% | |
| ORACLE CORP 3.600% 4/01/50 | Bonds / Notes | — | $426K | $396K | 0.6% | |
| JPMORGAN CHASE & CO VAR% 4/22/ | Common Stocks | — | $405K | $384K | 0.5% | |
| APPLE INC 2.850% 8/05/61 | Bonds / Notes | — | $436K | $381K | 0.5% | |
| PACIFIC GAS AND ELEC COM 4.950 | Common Stocks | — | $391K | $373K | 0.5% | |
| BANK OF AMERICA CORP VAR% 4/22 | Common Stocks | — | $393K | $363K | 0.5% | |
| ENERGY TRANSFER PARTNERS 5.150 | Other securities | — | $380K | $354K | 0.5% | |
| USD TELEFONICA EMIS 7.045% 6/2 | Bonds / Notes | — | $370K | $352K | 0.5% | |
| GILEAD SCIENCES INC 4.500% 2/0 | Bonds / Notes | — | $376K | $347K | 0.5% | |
| ANHEUSER-BUSCH INBEV WOR 5.550 | Other securities | — | $368K | $334K | 0.5% | |
| PACIFIC GAS AND ELECTRIC 6.950 | Other securities | — | $347K | $334K | 0.5% | |
| JPMORGAN CHASE & CO VAR% 1/23/ | Common Stocks | — | $360K | $324K | 0.5% | |
| MICROSOFT CORP 3.041% 3/17/62 | Bonds / Notes | — | $368K | $323K | 0.5% | |
| BRISTOL-MYERS SQUIBB CO 5.650% | Bonds / Notes | — | $358K | $322K | 0.5% | |
| FEDEX CORP 4.550% 4/01/46 | Bonds / Notes | — | $338K | $312K | 0.4% | |
| T-MOBILE USA INC 5.650% 1/15/5 | Bonds / Notes | — | $337K | $310K | 0.4% | |
| TIME WARNER CABLE INC 6.550% 5 | Bonds / Notes | — | $321K | $309K | 0.4% | |
| BANK OF AMERICA CORP VAR% 2/4/ | Common Stocks | — | $318K | $305K | 0.4% | |
| WARNERMEDIA HOLDING INC 5.391% | Bonds / Notes | — | $311K | $298K | 0.4% | |
| AMGEN INC 3.375% 2/21/50 | Bonds / Notes | — | $332K | $297K | 0.4% | |
| LOWE'S COS INC 4.250% 4/01/52 | Bonds / Notes | — | $318K | $293K | 0.4% | |
| HOME DEPOT INC 4.875% 2/15/44 | Bonds / Notes | — | $299K | $274K | 0.4% | |
| VERIZON COMMUNICATIONS 3.550% | Bonds / Notes | — | $298K | $272K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | MEMPHIS, TN | ACTUARY | $299K | — |
