ADAM VOGT signed United Fire & Casualty Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Fire & Casualty Co's EIN is 42-0644327.
Download the official 2024 Form 5500 (PDF) for United Fire & Casualty Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Fire & Casualty Co'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $201K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $19K | — |
| COMMONWEALTH FINANCIAL NETWORK |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors | Other securities | — | — | $32.0M | 13.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $32.0M | 13.3% | |
| Principal Global Investors | Other securities | — | — | $8.9M | 3.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $8.9M | 3.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $6.7M | 2.8% | |
| Principal Global Investors | Other securities | — | — | $6.2M | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $6.2M | 2.6% | |
| Principal Global Investors | Other securities | — | — | $5.2M | 2.1% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $5.2M | 2.1% | |
| Principal Global Investors | Other securities | — | — | $5.0M | 2.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $5.0M | 2.1% | |
| Principal Global Investors | Other securities | — | — | $4.2M | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.2M | 1.7% | |
| United States Treasury | U.S. Treasuries | — | — | $3.7M | 1.5% | |
| Morgan Stanley | Other securities | — | — | $2.4M | 1.0% | |
| Oracle Corp | Common Stocks | — | — | $2.1M | 0.9% | |
| Anheuser-Busch Cos LLC / Anheuser-Busch Inbev | Other securities | — | — | $2.0M | 0.8% | |
| JPMorgan Chase & Co | Common Stocks | — | — | $2.0M | 0.8% | |
| Wells Fargo & Company | Common Stocks | — | — | $1.9M | 0.8% | |
| Morgan Stanley | Other securities | — | — | $1.9M | 0.8% | |
| Bank Of America Corp | Common Stocks | — | — | $1.8M | 0.7% | |
| AT&T Inc | Common Stocks | — | — | $1.8M | 0.7% | |
| Verizon Communications | Other securities | — | — | $1.7M | 0.7% | |
| Hewlett Packard Enterprise Co | Common Stocks | — | — | $1.7M | 0.7% | |
| Amgen Inc | Common Stocks | — | — | $1.6M | 0.7% | |
| AT&T Inc | Common Stocks | — | — | $1.5M | 0.6% | |
| VMware Inc | Common Stocks | — | — | $1.5M | 0.6% | |
| United Technologies Corp | Common Stocks | — | — | $1.5M | 0.6% | |
| Take-Two Interactive Sof | Other securities | — | — | $1.4M | 0.6% | |
| Goldman Sachs Group Inc | Common Stocks | — | — | $1.4M | 0.6% | |
| Vodafone Group Plc | Common Stocks | — | — | $1.4M | 0.6% | |
| Citigroup Inc | Common Stocks | — | — | $1.3M | 0.5% | |
| Intl Flavor & Fragrances | Other securities | — | — | $1.3M | 0.5% | |
| Smurfit Kappa Treasury | Other securities | — | — | $1.3M | 0.5% | |
| T Mobile Inc | Common Stocks | — | — | $1.3M | 0.5% | |
| Crown Castle Intl Corp | Common Stocks | — | — | $1.3M | 0.5% | |
| Bank Of America Corp | Common Stocks | — | — | $1.3M | 0.5% | |
| Occidental Petroleum Cor | Other securities | — | — | $1.3M | 0.5% | |
| Verizon Communications | Other securities | — | — | $1.3M | 0.5% | |
| Pfizer Invt Enterprises | Other securities | — | — | $1.2M | 0.5% | |
| CSX Corp | Common Stocks | — | — | $1.2M | 0.5% | |
| Charter Comm Opt LLC/Cap | Other securities | — | — | $1.2M | 0.5% | |
| Boeing Co | Common Stocks | — | — | $1.2M | 0.5% | |
| Pacific Gas & Electric | Other securities | — | — | $1.2M | 0.5% | |
| Comcast Corp | Common Stocks | — | — | $1.1M | 0.5% | |
| Xcel Energy Inc | Common Stocks | — | — | $1.1M | 0.5% | |
| Energy Transfer Partners | Other securities | — | — | $1.1M | 0.5% | |
| Southwestern Elec Power | Other securities | — | — | $1.1M | 0.5% | |
| Abbvie Inc | Common Stocks | — | — | $1.1M | 0.5% | |
| Bank Of America Corp | Common Stocks | — | — | $1.1M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2675571 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
