Ryan BELD signed Associated BANC-Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated BANC-Corp.'s EIN is 39-1098068.
Download the official 2024 Form 5500 (PDF) for Associated BANC-Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated BANC-Corp.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEWITT ASSOCIATES | 36-2235791 | — | NONE | $241K | — |
| FIDELITY INVESTMENTS | — | CHICAGO, IL | NONE | $70K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | $73.6M | $95.5M | 19.8% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | $55.8M | $63.0M | 13.1% | |
| John Hancock Group Annuity Fund | Common Stocks | — | $42.5M | $42.5M | 8.8% | |
| Vanguard Institutional Index Fund Institutional Plus Shares 77,225 units | Common Collective Trusts | — | $16.3M | $37.0M | 7.7% | |
| Harbor Capital Appreciation Fund Retirement Class 298,841 units | Other securities | — | $20.6M | $34.1M | 7.1% | |
| Vanguard U.S. Growth Fund Admiral Shares 162,048 units | Mutual Funds | — | $17.8M | $30.0M | 6.2% | |
| Dodge and Cox Stock Fund Class I 106,353 units | Mutual Funds | — | $18.3M | $27.4M | 5.7% | |
| ASSOCIATED EQUITY INCOME FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6476047 / PN 001 | Common Collective Trust | — | $8.9M | $24.5M | 5.1% | |
| American Funds Europacific Growth Fund Class R6 339,150 units | Mutual Funds | — | $16.3M | $18.2M | 3.8% | |
| JP Morgan Hedged Equity Fund R6 492,574 units | Other securities | — | $12.8M | $16.4M | 3.4% | |
| Baird Mid Cap Fund Institutional Class 605,892 units | Other securities | — | $12.3M | $14.3M | 3.0% | |
| American Funds New World Fund Class R6 164,814 units | Mutual Funds | — | $9.9M | $12.7M | 2.6% | |
| Vanguard International Value Fund 335,307 units | Mutual Funds | — | $13.2M | $12.6M | 2.6% | |
| Templeton Global Bond Fund Class R6 1,655,994 units | Mutual Funds | — | $19.0M | $10.7M | 2.2% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Class R6 858,776 units | Other securities | — | $10.1M | $10.4M | 2.1% | |
| T Rowe Price Overseas Stock Fund I Class 740,482 units | Mutual Funds | — | $7.7M | $9.3M | 1.9% | |
| Janus Henderson Small Cap Value Fund N Shares 358,598 units | Mutual Funds | — | $7.8M | $8.1M | 1.7% | |
| Harbor Small Cap Growth Retirement Class 562,840 units | Other securities | — | $7.8M | $7.9M | 1.6% | |
| Goldman Sachs Government Money Market Institutional Fund 7,863,447 units | Cash / Money Market | — | $7.9M | $7.9M | 1.6% |
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 |
|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | TRUSTEE | $680K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAIL HAUS | — | DEPERE, WI | NONE | $9K | — |
