Zachary EDIN signed University of Minnesota Physicians' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Minnesota Physicians' EIN is 41-1843943.
Download the official 2024 Form 5500 (PDF) for University of Minnesota Physicians from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Minnesota Physicians' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $507K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC CLASS A RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $166.9M | 15.1% | |
| JPMCB U S ACTIVE CORE EQUITY CF A JP MORGAN FUNDS · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $131.6M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $79.2M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $67.7M | 6.1% | |
| Vanguard Mid Cap Index Institutional | Mutual Funds | — | — | $67.2M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $66.8M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $55.0M | 5.0% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST SEI CT OR SVF · EIN 27-0833992 / PN 001 | Common Collective Trust | — | — | $53.8M | 4.9% | |
| Vanguard Small Cap Growth Index Institutional | Mutual Funds | — | — | $44.8M | 4.0% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $42.2M | 3.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $39.0M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $37.0M | 3.3% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $33.1M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $32.1M | 2.9% | |
| LEGAL & GENERAL MSCI EAFE DC CL A RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $31.4M | 2.8% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $29.6M | 2.7% | |
| Various Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $28.9M | 2.6% | |
| American Beacon Small Cap Value Advisor | Other securities | — | — | $22.7M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $18.1M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.7M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $14.3M | 1.3% | |
| Blackrock Strategic Income Opportunity Institutional | Other securities | — | — | $7.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $6.8M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| PIMCO All Asset Institutional | Mutual Funds | — | — | $2.0M | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE COLLECTIVE TRUST · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $344K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $305K | <0.1% | |
| New England Variable Life Insurance Company Cash Value of Life Insurance | Cash / Money Market | — | — | $230K | <0.1% | |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN FUNDS · EIN 42-6105610 / PN 535 | Common Collective Trust | — | — | $0 | <0.1% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST SEI CT OR SVF · EIN 27-0834603 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
