Michael Cohlman signed Epic's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epic's EIN is 37-0794792.
Download the official 2024 Form 5500 (PDF) for Epic from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epic's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | — | NEW YORK, NY | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PENSION BOND FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $1.3M | $2.2M | 24.9% | |
| MID TERM BOND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $812K | $1.1M | 12.3% | |
| VANGUARD INTERNATIONAL FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $209K | $818K | 9.4% | |
| Mutual of America Life Insurance Company General Account | Common Stocks | — | $804K | $804K | 9.2% | |
| EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $187K | $804K | 9.2% | |
| PENSION MONEY MARKET FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $650K | $650K | 7.5% | |
| PENSION SCUDDER CAPITAL GROWTH FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $73K | $430K | 4.9% | |
| FIDELITY VIP MID CAP FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $171K | $413K | 4.7% | |
| VANGUARD DIVERSIFIED FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $134K | $402K | 4.6% | |
| MID-CAP EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $94K | $393K | 4.5% | |
| VANGUARD VIF REIT INDEX MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $200K | $312K | 3.6% | |
| SMALL CAP VALUE FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $113K | $237K | 2.7% | |
| SMALL CAP GROWTH FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | $36K | $162K | 1.9% | |
| ALL AMERICAN FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $42K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
