Melissa Ekback signed Wilbur-Ellis Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilbur-Ellis Holdings, Inc.'s EIN is 46-2652182.
Download the official 2024 Form 5500 (PDF) for Wilbur-Ellis Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilbur-Ellis Holdings, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | NONE | $523K | — |
| US BANK | 31-0841368 | — | NONE | $168K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Bond Fund Institution Mutual Fund | U.S. Treasuries | — | $92.8M | $89.9M | 50.3% | |
| Vanguard Long Term Treasury Index Mutual Fund | Mutual Funds | — | $53.5M | $46.9M | 26.2% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | $23.8M | $31.5M | 17.6% | |
| American Funds Europacific Growth Fund R6 Mutual Fund | Mutual Funds | — | $4.0M | $4.0M | 2.2% | |
| Hartford International Value Fund Mutual Fund | Other securities | — | $4.4M | $4.0M | 2.2% | |
| First American Institutional Prime Obligations Fund Class Z Cash and Cash Equivalents | Cash / Money Market | — | $2.6M | $2.6M | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
