Jane Foxen signed Guideone Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guideone Insurance Company's EIN is 42-0645088.
Download the official 2024 Form 5500 (PDF) for Guideone Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guideone Insurance Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
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 | $266K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | INVESTMENT ADVISORY | $154K | — |
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.
| MORGAN STANLEY GLOBAL |
| 20-8764829 |
| — |
| INVESTMENT ADVISORY |
| $80K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL COSTODIAL SOLUTIONS | 51-0099493 | — | CONTRACT ADMINSTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Custody Solutions U.S. Treasury Notes 4.000% | U.S. Treasuries | — | $4.0M | $3.9M | 4.2% | |
| Principal Custody Solutions U.S. Treasury Notes 3.500% | U.S. Treasuries | — | $3.2M | $3.2M | 3.4% | |
| U.S. government securities * Principal Custody Solutions U.S. Treasury Bond 3.875% | U.S. Treasuries | — | $3.0M | $2.6M | 2.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.5M | 2.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.6M | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 1.3% | |
| Principal Custody Solutions U.S. Treasury Bond 4.750% | U.S. Treasuries | — | $1.1M | $1.1M | 1.2% | |
| Principal Custody Solutions U.S. Treasury Bond 4.500% | U.S. Treasuries | — | $896K | $859K | 0.9% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $822K | 0.9% | |
| Principal Custody Solutions U.S. Treasury Notes 4.625% | U.S. Treasuries | — | $715K | $679K | 0.7% | |
| Principal Custody Solutions U.S. Treasury Notes 3.000% | U.S. Treasuries | — | $615K | $584K | 0.6% | |
| Principal Custody Solutions FNMA 30 Year | Agency / Mortgage-Backed | — | $582K | $579K | 0.6% | |
| Principal Custody Solutions U.S. Treasury Notes 4.125% | U.S. Treasuries | — | $592K | $543K | 0.6% | |
| Principal Custody Solutions FNMA 30 Year | Agency / Mortgage-Backed | — | $469K | $470K | 0.5% | |
| Principal Custody Solutions U.S. Treasury Notes 4.250% | U.S. Treasuries | — | $417K | $365K | 0.4% | |
| Principal Custody Solutions U.S. Treasury Bond 3.875% | U.S. Treasuries | — | $364K | $352K | 0.4% | |
| Interest-bearing cash Wells Fargo Allspring Money Market | Cash / Money Market | — | $244K | $244K | 0.3% | |
| Principal Custody Solutions Bank of America Corporation variable coupon rate | Common Stocks | — | $201K | $198K | 0.2% | |
| Corporate debt instruments * Principal Custody Solutions Ally Financial Inc. variable coupon rate | Common Stocks | — | $206K | $198K | 0.2% | |
| Principal Custody Solutions CitiGroup Inc variable coupon rate | Common Stocks | — | $200K | $194K | 0.2% | |
| Principal Custody Solutions U.S. Treasury Notes treasury inflation index rate | U.S. Treasuries | — | $198K | $170K | 0.2% | |
| Principal Custody Solutions U.S. Treasury Bond 4.375% | U.S. Treasuries | — | $128K | $122K | 0.1% | |
| Principal Custody Solutions Boing Company 6.86% | Bonds / Notes | — | $100K | $106K | 0.1% | |
| Principal Custody Solutions CitiGroup Inc variable coupon rate | Common Stocks | — | $100K | $102K | 0.1% | |
| Principal Custody Solutions Citizens Financial variable coupon rate | Other securities | — | $100K | $100K | 0.1% | |
| Principal Custody Solutions Avolon Holdings Funding Ltd. 4.95% | Bonds / Notes | — | $100K | $99K | 0.1% | |
| Principal Custody Solutions Boing Company 5.90% | Bonds / Notes | — | $93K | $93K | <0.1% | |
| Principal Custody Solutions Centene Corporation 2.50% | Bonds / Notes | — | $83K | $83K | <0.1% | |
| Principal Custody Solutions Avolon Holdings Funding Ltd. 6.375% | Bonds / Notes | — | $25K | $26K | <0.1% | |
| Noninterest-bearing cash * Principal Custody Solutions Canadian Dollar 471 * Principal Custody Solutions EMU Euro | Cash / Money Market | — | $15K | $15K | <0.1% | |
| Principal Custody Solutions Mexican Peso 113 * Principal Custody Solutions United States Dollar | Other securities | — | $6K | $6K | <0.1% | |
| Principal Custody Solutions Great British Pound | Other securities | — | $2K | $2K | <0.1% | |
| Principal Custody Solutions Currency Contract - USD | Other securities | — | $2K | $2K | <0.1% |
