Neal Lyons signed Unico Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unico Group, Inc.'s EIN is 47-0719624.
Download the official 2024 Form 5500 (PDF) for Unico Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unico Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE | 47-0098400 | — | BUNDLED RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT D AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $18.1M | 87.2% | |
| Ameritas Life Insurance Separate Account D | Pooled Separate Accounts | — | — | $18.0M | 86.7% | |
| Ameritas Life Insurance Guaranteed Investment Account | Other securities | — | — | $2.7M | 12.8% | |
| Ameritas Life Insurance Loans to Participants 3.25% to 8.50% | Bonds / Notes | — | — | $102K | 0.5% |
