Christine Taylor signed Specialty Underwriters LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Specialty Underwriters LLC's EIN is 39-1915737.
Download the official 2024 Form 5500 (PDF) for Specialty Underwriters LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Specialty Underwriters 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 |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.4M | 89.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.5M | 10.0% | |
| [Assets held in participant loans] | Other | — | — | $103K | 0.7% |
