Universal Insurance Managers, Inc.'s EIN is 42-1610421.
Download the official 2024 Form 5500 (PDF) for Universal Insurance Managers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Insurance Managers, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s - ISHARES S&P 500 INDEX K 3,933.6365 Units | Mutual Funds | — | — | $2.7M | 16.5% | |
| PUTNAM LARGE CAP GROWTH R6 16,121.6175 Units | Mutual Funds | — | — | $1.2M | 7.5% | |
| PUTNAM DYNAMIC ASSET ALLOCATION BAL R6 61,707.7507 Units | Mutual Funds | — | — | $982K | 6.0% | |
| PRINCIPAL MIDCAP S&P 400 INDEX R6 41,410.3950 Units | Other securities | — | — | $908K | 5.5% | |
| 1MSPZX | Other securities | — | — | $846K | 5.2% | |
| PUTNAM RETIREMENT ADV 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $737K | 4.5% | |
| PUTNAM RETIREMENT ADV 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $733K | 4.5% | |
| Fully-benefit contract with an average interest rate of * Key Guaranteed Portfolio Fund 1.41% | Guaranteed Income / GIC | — | — | $704K | 4.3% | |
| PUTNAM RETIREMENT ADV 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $586K | 3.6% | |
| AMER FUNDS CONSERV G/I PORTFOLIO R6 39,006.4386 Units | Other securities | — | — | $513K | 3.1% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $507K | 3.1% | |
| FIDELITY INTERNATIONAL INDEX 9,623.1666 Units | Mutual Funds | — | — | $457K | 2.8% | |
| AMERICAN FUNDS NEW WORLD R6 5,470.4307 Units | Mutual Funds | — | — | $421K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $420K | 2.6% | |
| PUTNAM DYNAMIC ASSET ALLOC GROWTH R6 20,597.1231 Units | Mutual Funds | — | — | $407K | 2.5% | |
| PUTNAM GLOBAL TECHNOLOGY R6 5,155.2309 Units | Mutual Funds | — | — | $377K | 2.3% | |
| Fully-benefit contract with an average interest rate of * Key Guaranteed Portfolio Fund 1.41% | Bonds / Notes | — | — | $371K | 2.3% | |
| PUTNAM LARGE CAP VALUE R6 10,092.3769 Units | Mutual Funds | — | — | $348K | 2.1% | |
| BARON SMALL CAP INSTL 9,181.1172 Units | Other securities | — | — | $304K | 1.9% | |
| PUTNAM RETIREMENT ADV 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $298K | 1.8% | |
| PUTNAM RETIREMENT ADV 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $288K | 1.8% | |
| FIDELITY GROWTH STRATEGIES K 4,053.0692 Units | Mutual Funds | — | — | $273K | 1.7% | |
| T ROWE PRICE LTD DUR INFL FOCUS BD I 57,319.7861 Units | Mutual Funds | — | — | $265K | 1.6% | |
| PIMCO INCOME INSTL 24,935.9541 Units | Mutual Funds | — | — | $262K | 1.6% | |
| with maturities ranging from 2025 through 2029) | Other securities | — | — | $256K | 1.6% | |
| PUTNAM RETIREMENT ADV 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $170K | 1.0% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 373 | Common Collective Trust | — | — | $123K | 0.8% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 1,230.2073 Units | Other securities | — | — | $104K | 0.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 1,601.6297 Units | Mutual Funds | — | — | $99K | 0.6% | |
| TRANSAMERICA INTERNATIONAL EQUITY R6 4,349.4831 Units | Other securities | — | — | $89K | 0.5% | |
| FEDERATED HERMES MID-CAP INDEX R6 5,671.1000 Units | Other securities | — | — | $88K | 0.5% | |
| BNY MELLON WORLDWIDE GROWTH Y 1,293.6849 Units | Other securities | — | — | $86K | 0.5% | |
| INVESCO GOLD & SPECIAL MINERALS R6 2,778.4810 Units | Mutual Funds | — | — | $72K | 0.4% | |
| BLACKROCK HEALTH SCIENCES OPPS K 1,030.9757 Units | Other securities | — | — | $69K | 0.4% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO K 9,559.0505 Units | Other securities | — | — | $68K | 0.4% | |
| PIMCO REAL ESTATE REAL RETURN STRATEGY IPRRSX2 2,470.7738 Units | Mutual Funds | — | — | $65K | 0.4% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY R6 1,199.5618 Units | Other securities | — | — | $14K | <0.1% | |
| FIDELITY ADVISOR INTERNATIONAL GROWTH Z 515.0470 Units | Mutual Funds | — | — | $10K | <0.1% | |
| MFS INTERNATIONAL GROWTH R6 54.5815 Units | Mutual Funds | — | — | $2K | <0.1% | |
| 1MGRDX | Other securities | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS, LLC | — | EL SEGUNDO, CA | BROKER / ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLUS, INC | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
