Brian J Borakove signed Trustage Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustage Financial Group, Inc.'s EIN is 45-4418520.
Download the official 2024 Form 5500 (PDF) for Trustage Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustage Financial Group, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN USA | 91-0675641 | — | NONE | $380K | — |
| STATE STREET BANK & TRUST | 43-1661502 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| CMFG LIFE NONREP PLAN QUAL TRST TRUSTAGE FINANCIAL GROUP, INC. · EIN 45-4418520 / PN 010 | Master Trust | $576.7M | 97.5% |
| NONE |
| $0 |
| — |
