Ucare Minnesota's EIN is 36-3573805.
Download the official 2024 Form 5500 (PDF) for Ucare Minnesota from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ucare Minnesota'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 |
|---|---|---|---|---|---|
| ACG | 41-1921960 | — | NONE | $223K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $61K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $41 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II CLASS R1 WILMINGTON TRUST, N.A · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $23.2M | 15.4% | |
| Vanguard 500 Index F | Common Collective Trusts | — | — | $21.1M | 14.1% | |
| T. Rowe Price Large Cap Growth Fund II Cl R1 | Other securities | — | — | $16.8M | 11.2% | |
| Pimco Total Return Fund Instl Class | Mutual Funds | — | — | $14.4M | 9.6% | |
| Columbia Dividend Income Inst 3 | Other securities | — | — | $12.2M | 8.1% | |
| Galliard Managed Income Fund D | Other securities | — | — | $9.6M | 6.4% | |
| MFS Mid Cap Value Fd Cl R6 | Mutual Funds | — | — | $7.7M | 5.1% | |
| Eaton Vance Atlanta Capital Eaton Vance Atlanta Cap Smid Cap R6 | Other securities | — | — | $6.7M | 4.5% | |
| CIT International Equity Fund Cl R1 | Common Collective Trusts | — | — | $6.4M | 4.3% | |
| Pimco Intl Bond US Dollar Hedged Inst | Mutual Funds | — | — | $6.2M | 4.1% | |
| Transamerica International Equity R6 | Other securities | — | — | $6.1M | 4.1% | |
| Victory Integrity Small-Cap Value R6 | Other securities | — | — | $6.0M | 4.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $5.7M | 3.8% | |
| NYLI Mackay High Yield Crp Bd R6 | Other securities | — | — | $5.6M | 3.8% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $5.2M | 3.5% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $4.9M | 3.2% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $4.6M | 3.1% | |
| Dimensional Fund Advisors DFA Intl Small Cap Value Port Instl | Mutual Funds | — | — | $3.7M | 2.5% | |
| Vanguard Inflation Prot Sec Adm | Mutual Funds | — | — | $3.3M | 2.2% | |
| Participants Participant Loans Interest Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $2.9M | 1.9% | |
| PGIM Investments PGIM Global Real Estate Fd Cl R6 | Other securities | — | — | $755K | 0.5% | |
| Prudential Federated Prudent Bear Instl | Other securities | — | — | $276K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
