Edward Repper signed Kaiser Midwest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kaiser Midwest, Inc.'s EIN is 43-1597251.
Download the official 2024 Form 5500 (PDF) for Kaiser Midwest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaiser Midwest, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOC | 59-1237041 | — | RIA | $91K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9.4M | 14.2% | |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.9M | 10.3% | |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.7M | 10.2% | |
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.9M | 8.9% | |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.7M | 8.5% | |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.6M | 8.5% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.5M | 5.2% | |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.1% | |
| NUVEEN LIFECYCLE INDEX RET INC JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.0% | |
| Money Market Fund Same As Above | Cash / Money Market | — | — | $1.6M | 2.3% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.3% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.2% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 2.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.9% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.7% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.7% | |
| PUTNAM SMALL CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $952K | 1.4% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $862K | 1.3% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $660K | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $620K | 0.9% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $558K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $557K | 0.8% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $411K | 0.6% | |
| CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $375K | 0.6% | |
| Participant Loans 4.25% to 10.50% - | Bonds / Notes | — | — | $358K | 0.5% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $338K | 0.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $285K | 0.4% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $267K | 0.4% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $240K | 0.4% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 0.3% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $161K | 0.2% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 0.2% | |
| EuroPacific Growth Fund Same As Above | Other securities | — | — | $127K | 0.2% | |
| THORNBURG GLOBAL OPPORTUNITIES JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 0.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 0.1% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | <0.1% | |
| a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit did not extend to the certified investment | Other securities | — | — | $3K | <0.1% | |
| PIMCO INTL BOND USD-HEDGED JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $957 | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65 | <0.1% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
