Associated Agencies, Inc.'s EIN is 36-2709020.
Download the official 2024 Form 5500 (PDF) for Associated Agencies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Agencies, Inc.'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 |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $35K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s (held by Minnesota Life Insurance Company) * Standard Insurance Company Securian A&M S&P 500 Index | Pooled Separate Accounts | — | — | $3.5M | 13.2% | |
| Standard Insurance Company William Blair Large Cap Growth I | Common Stocks | — | — | $2.6M | 10.0% | |
| Standard Insurance Company Fidelity Advisor Total Bond I | Mutual Funds | — | — | $2.4M | 9.2% | |
| Standard Insurance Company JP Morgan Large Cap Value R6 | Common Stocks | — | — | $2.4M | 9.2% | |
| Standard Insurance Company DFA Inflation-Protected Securities I | Mutual Funds | — | — | $2.3M | 8.9% | |
| Standard Insurance Company Causeway International Value Instl | Common Stocks | — | — | $1.4M | 5.5% | |
| Standard Insurance Company ClearBridge International Growth A | Common Stocks | — | — | $1.3M | 5.0% | |
| Variable Group Annuity Contract (held by Minnesota Life Insurance Company) * Standard Insurance Company General Account (interest at 2.05%) | Bonds / Notes | — | — | $1.2M | 4.8% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $1.2M | 4.8% | |
| Standard Insurance Company Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $1.2M | 4.5% | |
| Standard Insurance Company AB Discovery Value Advisor | Common Stocks | — | — | $923K | 3.5% | |
| Standard Insurance Company Fidelity Emerging Markets Idx | Common Collective Trusts | — | — | $828K | 3.2% | |
| Standard Insurance Company Morgan Stanley Global Fixed Income Opp Fund Class I | Common Stocks | — | — | $694K | 2.6% | |
| Standard Insurance Company Fidelity Large Cap Value Index | Mutual Funds | — | — | $682K | 2.6% | |
| Standard Insurance Company Columbia Global Technology Growth | Common Stocks | — | — | $677K | 2.6% | |
| Standard Insurance Company Delaware Ivy Mid Cap Growth Y | Common Stocks | — | — | $568K | 2.2% | |
| Standard Insurance Company DFA US Small Cap I | Mutual Funds | — | — | $486K | 1.9% | |
| Standard Insurance Company Columbia Limited Duration Credit Inst | Common Stocks | — | — | $380K | 1.4% | |
| Standard Insurance Company Fidelity Large Cap Growth Index | Mutual Funds | — | — | $355K | 1.4% | |
| Standard Insurance Company Janus Henderson Small Cap Value | Mutual Funds | — | — | $355K | 1.4% | |
| Standard Insurance Company BNY Mellon Natural Resources I | Common Stocks | — | — | $337K | 1.3% | |
| Notes receivable from participants Bearing interest at 4.25% - 9.50% - | Bonds / Notes | — | — | $297K | 1.1% | |
| Standard Insurance Company Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $245K | 0.9% | |
| Standard Insurance Company T. Rowe Price Health Sciences | Common Stocks | — | — | $206K | 0.8% | |
| Standard Insurance Company American Century Equity Income R6 | Common Stocks | — | — | $156K | 0.6% | |
| Standard Insurance Company Vanguard LifeStrategy Moderate Growth Inv | Mutual Funds | — | — | $65K | 0.2% | |
| Standard Insurance Company Janus Henderson Balanced A | Mutual Funds | — | — | $58K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
