Brian Andrus signed Michigan Humane Society's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michigan Humane Society's EIN is 38-1358206.
Download the official 2024 Form 5500 (PDF) for Michigan Humane Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michigan Humane Society's plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 38-3242375 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | — | NEW YORK, NY | INSURANCE CARRIER | $203 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.9M | 22.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.7M | 18.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $899K | 10.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $880K | 10.1% | |
| Fidelity 500 Index Fund Investor Class | Common Collective Trusts | — | — | $631K | 7.2% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $373K | 4.3% | |
| American Funds American Mutual Fund R6 | Mutual Funds | — | — | $267K | 3.1% | |
| Principal Blue Chip R-6 | Other securities | — | — | $249K | 2.8% | |
| Fidelity Personal Trust Company, FSB Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $160K | 1.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $150K | 1.7% | |
| American Europacific Growth Fund R6 | Other securities | — | — | $148K | 1.7% | |
| Fidelity Retirement Money Market | Mutual Funds | — | — | $143K | 1.6% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $127K | 1.5% | |
| Fidelity Mid Cap Index FD | Mutual Funds | — | — | $112K | 1.3% | |
| Fidelity Small Cap IndexFund Institutional Prem CL | Mutual Funds | — | — | $97K | 1.1% | |
| DFA Inflation Prot Securities | Mutual Funds | — | — | $92K | 1.1% | |
| Virtus Seix High Income Fund | Other securities | — | — | $88K | 1.0% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $88K | 1.0% | |
| Vanguard Target Retirement 2020 * 482 Vanguard Target Retirement 2060 | Mutual Funds | — | — | $85K | 1.0% | |
| American Beacon Small Cap Value Fund I | Other securities | — | — | $82K | 0.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $78K | 0.9% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $77K | 0.9% | |
| Vanguard Target Retirement Income INV | Mutual Funds | — | — | $61K | 0.7% | |
| Participants Participant notes receivable bearing interest at a rate from 4.25 percent to 9.50 percent - | Other securities | — | — | $59K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $59K | 0.7% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $49K | 0.6% | |
| Cohen & Steers Realty Shares Inc. | Common Stocks | — | — | $47K | 0.5% | |
| Mutual of America Moderate Allocation | Other securities | — | — | $27K | 0.3% | |
| Mutual of America Life Insurance Company Guaranteed interest account - Mutual of America Interest Accumulation Account | Common Stocks | — | — | $22K | 0.3% | |
| Fidelity Investment VIP Contrafund | Mutual Funds | — | — | $19K | 0.2% | |
| Calvert Social Balanced Fund | Other securities | — | — | $18K | 0.2% | |
| Vanguard VIF Diversified Value | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $9K | 0.1% | |
| American Century VP Capital Appreciation | Other securities | — | — | $9K | <0.1% | |
| Mutual of America Conservative Allocation | Other securities | — | — | $8K | <0.1% | |
| Mutual of America Mid-Term Bond Fund * 968 Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investment VIP Equity-Income | Mutual Funds | — | — | $5K | <0.1% | |
| Mutual of America International Fund * 400 Mutual of America 2040 Retirement Fund * 781 Mutual of America Money Market Fund * 598 DWS Capital Growth | Cash / Money Market | — | — | $5K | <0.1% | |
| Vanguard VIF International | Mutual Funds | — | — | $3K | <0.1% | |
| Mutual of America Life Insurance Company Mutual of America All American Fund | Common Stocks | — | — | $3K | <0.1% | |
| Mutual of America Aggressive Allocation * 14 Mutual of America Small Cap Growth Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $1K | <0.1% | |
| Mutual of America Bond Fund | Other securities | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| SENTINEL BENEFIT GROUP, INC. | 04-3015875 | — | NONE | $37K | — |
