Jaime Houghton signed Upper Peninsula Managed Care, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upper Peninsula Managed Care, LLC's EIN is 38-3323620.
Download the official 2024 Form 5500 (PDF) for Upper Peninsula Managed Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upper Peninsula Managed Care, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $14.9M | 98.8% | |
| ALERUS MODERATE GROWTH DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 018 | Common Collective Trust | — | — | $4.4M | 29.2% | |
| ALERUS AGGRESSIVE GROWTH DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 019 | Common Collective Trust | — | — | $3.6M | 23.6% | |
| ALERUS MODERATE INCOME DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 016 | Common Collective Trust | — | — | $409K | 2.7% | |
| METLIFE STABLE VALUE CONTRACT 25554 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $329K | 2.2% | |
| ALERUS CONSERVATIVE GROWTH DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 017 | Common Collective Trust | — | — | $282K | 1.9% | |
| ALERUS CONSERVATIVE INCOME DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 015 | Common Collective Trust | — | — | $16K | 0.1% |
