Martina Cubas signed Presbyterian Homes and Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Presbyterian Homes and Services' EIN is 41-0758756.
Download the official 2024 Form 5500 (PDF) for Presbyterian Homes and Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Presbyterian Homes and Services' plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $812 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 35-0145825 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $83.3M | 91.0% | |
| FIDELITY | Mutual Funds | — | — | $17.0M | 18.6% | |
| STATE STREET GLOBAL | Other securities | — | — | $8.5M | 9.3% | |
| NUVEEN | Mutual Funds | — | — | $7.2M | 7.9% | |
| AMERICAN UNITED LIFE INS CO | Common Stocks | — | — | $6.5M | 7.1% | |
| NUVEEN | Mutual Funds | — | — | $6.1M | 6.7% | |
| NUVEEN | Mutual Funds | — | — | $6.1M | 6.6% | |
| NUVEEN | Mutual Funds | — | — | $5.7M | 6.3% | |
| NUVEEN | Mutual Funds | — | — | $5.3M | 5.8% | |
| NUVEEN | Mutual Funds | — | — | $5.3M | 5.8% | |
| NUVEEN | Mutual Funds | — | — | $3.4M | 3.8% | |
| NUVEEN | Mutual Funds | — | — | $2.2M | 2.4% | |
| PRUDENTIAL | Other securities | — | — | $1.9M | 2.1% | |
| AMERICAN FUNDS | Mutual Funds | — | — | $1.6M | 1.8% | |
| COLUMBIA | Other securities | — | — | $1.5M | 1.6% | |
| AMERICAN UNITED LIFE INS CO | Common Stocks | — | — | $1.4M | 1.6% | |
| COLUMBIA | Other securities | — | — | $1.3M | 1.5% | |
| PRUDENTIAL | Other securities | — | — | $1.3M | 1.4% | |
| JPMORGAN | Other securities | — | — | $1.3M | 1.4% | |
| INVESCO | Mutual Funds | — | — | $1.3M | 1.4% | |
| NUVEEN | Mutual Funds | — | — | $1.1M | 1.2% | |
| VICTORY | Other securities | — | — | $1.0M | 1.1% | |
| BLACKROCK | Other securities | — | — | $968K | 1.1% | |
| GOLDMAN SACHS | Other securities | — | — | $843K | 0.9% | |
| DFA | Mutual Funds | — | — | $646K | 0.7% | |
| NUVEEN | Mutual Funds | — | — | $601K | 0.7% | |
| COLUMBIA | Other securities | — | — | $514K | 0.6% | |
| AMERICAN UNITED LIFE INS CO | Common Stocks | — | — | $258K | 0.3% | |
| AMERICAN FUNDS | Mutual Funds | — | — | $209K | 0.2% | |
| NUVEEN | Mutual Funds | — | — | $190K | 0.2% | |
| NUVEEN | Mutual Funds | — | — | $129K | 0.1% | |
| SCHWAB ACCOUNT | Mutual Funds | — | — | $50K | <0.1% | |
| NUVEEN | Mutual Funds | — | — | $44K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $0 | — |
