ARY Rosenbaum signed Members Benefit Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Members Benefit Corp.'s EIN is 46-1357384.
Download the official 2023 Form 5500 (PDF) for Members Benefit Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Members Benefit Corp.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $304K | — |
| EMPOWER ADVISORTY GROUP LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESMENT MGMT | $66K | — |
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | OVERLAND PARK, KS | INVESTMENT ADVISORY | $54K | — |
| CREATIVE PLANNING HOLDCO LLC | 43-1270780 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $215 | — |
| GWN SECURITIES, INC | 65-0939556 | PALM BEACH, FL | BROKER/ ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS BENEFIT CORP | — | PALM BEACH, FL | TRUSTEE | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | — | WEST PALM BEACH, FL | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROPELLER, INC. | — | HOUSTON, TX | OTHER | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.8M | 9.7% | |
| Fidelity Freedom Index 2035 Premier Fund | Mutual Funds | — | — | $9.8M | 7.4% | |
| Empower Annuity Insurance Company of * Guaranteed Interest Fund ** America | Common Stocks | — | — | $8.8M | 6.7% | |
| Fidelity Freedom Index 2030 Premier Fund | Mutual Funds | — | — | $7.3M | 5.5% | |
| Fidelity Freedom Index 2025 Premier Fund | Mutual Funds | — | — | $7.1M | 5.3% | |
| Fidelity Freedom Index 2045 Premier Fund | Mutual Funds | — | — | $5.9M | 4.5% | |
| Fidelity Freedom Index 2040 Premier Fund | Mutual Funds | — | — | $5.7M | 4.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5.6M | 4.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $5.0M | 3.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.9M | 3.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.4M | 3.3% | |
| Putnam Growth Opportunities Fund | Mutual Funds | — | — | $4.2M | 3.2% | |
| Fidelity Freedom Index 2050 Premier Fund | Mutual Funds | — | — | $3.7M | 2.8% | |
| Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $3.7M | 2.8% | |
| Fidelity Freedom Index 2020 Premier Fund | Mutual Funds | — | — | $3.3M | 2.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.2M | 2.4% | |
| Raymond James Brokerage Accounts | Self-Directed Brokerage | — | — | $2.8M | 2.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $2.8M | 2.1% | |
| Amana Trust Growth Fund | Other securities | — | — | $2.5M | 1.9% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.4M | 1.8% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $2.3M | 1.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $2.3M | 1.7% | |
| Fidelity Freedom Index 2055 Premier Fund | Mutual Funds | — | — | $2.3M | 1.7% | |
| Notes receivable from participants - 9.50%, various maturities. | Bonds / Notes | — | — | $2.2M | 1.7% | |
| Ameriprise Financial Brokerage Accounts | Self-Directed Brokerage | — | — | $1.9M | 1.4% | |
| American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| Artisan International Value Institutional Fund | Other securities | — | — | $1.4M | 1.1% | |
| Vanguard Short-Term Corp Bond Index Admiral Fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $1.3M | 1.0% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Vanguard Wellesley Income Admiral Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| PGIM Investments Jennison Mid Cap Growth R6 | Other securities | — | — | $1.1M | 0.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $772K | 0.6% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $739K | 0.6% | |
| BlackRock Mid Cap Growth Equity Fund ** 5 BlackRock Strategic Income Opportunity Fund | Other securities | — | — | $681K | 0.5% | |
| Fidelity U.S. Sustainability Institutional Index Fund | Common Collective Trusts | — | — | $677K | 0.5% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $550K | 0.4% | |
| Fidelity Freedom Index 2015 Premier Fund | Mutual Funds | — | — | $439K | 0.3% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $407K | 0.3% | |
| Fidelity Freedom Index 2060 Premier Fund | Mutual Funds | — | — | $387K | 0.3% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $360K | 0.3% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $282K | 0.2% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $278K | 0.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $216K | 0.2% | |
| JPMorgan Small Cap Equity Fund | Other securities | — | — | $215K | 0.2% | |
| Fidelity U.S. Sustainability Index | Mutual Funds | — | — | $122K | <0.1% | |
| Fidelity Freedom Index 2065 Premier Fund | Mutual Funds | — | — | $57K | <0.1% | |
| Vanguard Total International Bond Index Admiral Fund | Mutual Funds | — | — | $44K | <0.1% | |
| Principal MidCap Fund | Other securities | — | — | $42K | <0.1% | |
| Pacific Investment Management Company International Bond (USD-Hedged) Institutional Fund | Common Stocks | — | — | $28K | <0.1% |
