Nicholas Kates signed Upper Peninsula Power Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upper Peninsula Power Company's EIN is 38-1280574.
Download the official 2024 Form 5500 (PDF) for Upper Peninsula Power Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upper Peninsula Power Company's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $296K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $219K | — |
| HUMANA | 39-1263473 | — | NONE | $124K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $76K |
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 | |||||
|---|---|---|---|---|---|---|
| SS LONG US GOV BOND INDEX NL FUND STATE STREET BANK AND TRUST · EIN 04-0025081 / PN 142 | Common Collective Trust | — | $40.3M | $34.5M | 39.5% | |
| MSCI ACWI INDEX NL FUND STATE STREET BANK AND TRUST · EIN 32-6528132 / PN 042 | Common Collective Trust | — | $20.2M | $25.4M | 29.1% | |
| State Street Global Advisors Intmd U.S. Government Bond Index Non-Lending Fund | U.S. Treasuries | — | $11.0M | $11.2M | 12.8% | |
| SS INTERMEDIATE US GOV BOND NL FUND STATE STREET BANK AND TRUST · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $11.2M | 12.8% | |
| SS LONG US CREDIT INDEX NL FUND STATE STREET BANK AND TRUST · EIN 04-0025081 / PN 146 | Common Collective Trust | — | $10.3M | $10.3M | 11.8% | |
| $ (h) CurrentValue | Other securities | — | — | $5.8M | 6.6% | |
| SS DEVELOPED RE NL CT FUND STATE STREET BANK AND TRUST · EIN 27-6455179 / PN 001 | Common Collective Trust | — | $3.8M | $4.3M | 4.9% | |
| State Street Global Advisors Short Term Investment Fund | Cash / Money Market | — | $1.6M | $1.6M | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $9K | — |
| DELTA DENTAL | 38-1791480 | — | NONE | $5K | — |
