Kathleen Kreis-Claflin signed Merchants Bonding's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merchants Bonding's EIN is 42-0410010.
Download the official 2024 Form 5500 (PDF) for Merchants Bonding from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merchants Bonding's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $9.1M | 15.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $5.4M | 9.2% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $5.0M | 8.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $4.2M | 7.3% | |
| Prin SAM Strat Growth SA-Z | Common Stocks | — | $0 | $4.1M | 7.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $3.9M | 6.7% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $3.9M | 6.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.9M | 6.7% | |
| Prin SAM Flexible Income SA-Z | Common Stocks | — | $0 | $2.7M | 4.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.7M | 4.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.5M | 4.3% | |
| Prin SAM Cons Balanced SA-Z | Common Stocks | — | $0 | $2.5M | 4.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.0M | 3.4% | |
| Prin Glbl Emerg Markets SA-Z | Common Stocks | — | $0 | $2.0M | 3.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $1.9M | 3.3% | |
| Prin Fin Grp, Inc. Stock SA-R6 | Common Stocks | — | $0 | $1.9M | 3.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.9M | 3.3% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $1.4M | 2.5% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.4M | 2.5% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $1.4M | 2.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $1.3M | 2.2% | |
| Prin SAM Cons Growth SA-Z | Common Stocks | — | $0 | $1.0M | 1.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.0M | 1.8% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $921K | 1.6% | |
| Prin LifeTime 2060 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $921K | 1.6% | |
| MFS Value R6 Fund | Mutual Funds | — | $0 | $846K | 1.5% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $846K | 1.5% | |
| Guaranteed Interest | Other securities | — | $0 | $680K | 1.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $556K | 1.0% | |
| Prin MidCap Growth III SA-Z | Common Stocks | — | $0 | $556K | 1.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $539K | 0.9% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | $0 | $457K | 0.8% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $456K | 0.8% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $456K | 0.8% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $381K | 0.7% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $381K | 0.7% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $328K | 0.6% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $328K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z | Common Collective Trusts | — | $0 | $251K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $231K | 0.4% | |
| Prin LifeTm 2070 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $231K | 0.4% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $200K | 0.3% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $200K | 0.3% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $126K | 0.2% | |
| PIM Com Real Ret Stra Instl Fd | Common Stocks | — | $0 | $110K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $110K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $104K | 0.2% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $39K | <0.1% | |
| Prin LifeTime 2040 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $39K | <0.1% |
