Genevive's EIN is 45-3357936.
Download the official 2024 Form 5500 (PDF) for Genevive from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genevive'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $35.0M | 84.7% | |
| MN Life Ins. Co. JP Morgan Large Cap Growth | Common Stocks | — | — | $7.6M | 18.4% | |
| MN Life Ins. Co. Vanguard Equity-Income | Mutual Funds | — | — | $6.3M | 15.2% | |
| MN Life Ins. Co. Guaranteed Return Account | Common Stocks | — | — | $6.0M | 14.5% | |
| MN Life Ins. Co. Pioneer Bond | Common Stocks | — | — | $5.1M | 12.3% | |
| MN Life Ins. Co. Morgan Stanley Inst International Opportunity | Common Stocks | — | — | $2.5M | 6.1% | |
| MN Life Ins. Co. Dodge & Cox International Stock | Mutual Funds | — | — | $2.4M | 5.9% | |
| MN Life Ins. Co. Fidelity 500 Index | Common Collective Trusts | — | — | $2.4M | 5.9% | |
| MN Life Ins. Co. Janus Henderson Triton | Mutual Funds | — | — | $2.3M | 5.5% | |
| MN Life Ins. Co. River Road Small Cap Value | Common Stocks | — | — | $1.8M | 4.4% | |
| MN Life Ins. Co. T. Rowe Price Large Cap Value | Common Stocks | — | — | $1.2M | 2.8% | |
| MN Life Ins. Co. American Beacon Global Bond | Common Stocks | — | — | $681K | 1.6% | |
| MN Life Ins. Co. Disciplined Growth Mid Cap Growth | Common Stocks | — | — | $674K | 1.6% | |
| MN Life Ins. Co. DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $409K | 1.0% | |
| Participants Participant Loans Interest Rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $340K | 0.8% | |
| MN Life Ins. Co. T.Rowe Price Health Sciences | Common Stocks | — | — | $335K | 0.8% | |
| MN Life Ins. Co. Fidelity Total Intl Index | Mutual Funds | — | — | $220K | 0.5% | |
| MN Life Ins. Co. Fidelity Small Cap Index | Mutual Funds | — | — | $212K | 0.5% | |
| MN Life Ins. Co. American Century Mid Cap Value | Common Stocks | — | — | $209K | 0.5% | |
| MN Life Ins. Co. Fidelity US Bond Index | Mutual Funds | — | — | $195K | 0.5% | |
| MN Life Ins. Co. Fidelity Real Estate Index | Mutual Funds | — | — | $184K | 0.4% | |
| MN Life Ins. Co. Fidelity Mid Cap Index | Mutual Funds | — | — | $181K | 0.4% | |
| MN Life Ins. Co. Fidelity Emerging Markets Idx | Common Collective Trusts | — | — | $103K | 0.2% | |
| MN Life Ins. Co. T.Rowe Price New Era | Common Stocks | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
