Jennifer Feeney signed Impactlife's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Impactlife's EIN is 42-0859501.
Download the official 2024 Form 5500 (PDF) for Impactlife from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Impactlife'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 | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund ADM | Common Collective Trusts | — | — | $9.3M | 21.6% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.3M | 10.0% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.8M | 8.8% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.8M | 8.8% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 8.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 6.1% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.6M | 6.0% | |
| Vanguard Mid Cap Index ADM | Mutual Funds | — | — | $2.3M | 5.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.0M | 4.7% | |
| Vanguard Developed Mkt Index Fund ADM | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| Vanguard Small Cap Index Fund ADM | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 3.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $963K | 2.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $911K | 2.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $481K | 1.1% | |
| Vanguard Total Bond Market Index ADM | Mutual Funds | — | — | $465K | 1.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $436K | 1.0% | |
| Participants* Participant loans (interest rates from 8.75% to 9.50%, maturing 2025 to 2029) | Bonds / Notes | — | — | $337K | 0.8% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $253K | 0.6% | |
| Vanguard Emerging Mkt Stock Index Fund ADM | Common Collective Trusts | — | — | $127K | 0.3% | |
| Virtus KAR Small Cap Core Fund | Other securities | — | — | $120K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $115K | 0.3% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $103K | 0.2% | |
| PGIM Investments, LLC PGIM Total Return Bond Fund | Other securities | — | — | $60K | 0.1% | |
| AllianceBernstein AB Concentrated Growth Portfolio | Other securities | — | — | $56K | 0.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $22K | <0.1% | |
| Principal Funds, Inc* Principal Global Real Estate Sec R6 | Common Stocks | — | — | $21K | <0.1% | |
| PIMCO Investments, LLC PIMCO Commodity Real Return Strategy Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
