Ameritas Holding Company's EIN is 47-0806844.
Download the official 2024 Form 5500 (PDF) for Ameritas Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ameritas Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | AFFILIATE OF PLAN SPONSOR | $72K | — |
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 G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $79.4M | 88.4% | |
| T. Rowe Price Blue Chip Growth, T2 Class 173,513 units | Other securities | — | — | $16.7M | 18.6% | |
| Vanguard Institutional Index, Institutional Shares 17,048 units | Mutual Funds | — | — | $10.1M | 11.3% | |
| The Ameritas Life Insurance Corp. unallocated insurance contract 3.2% to 5.0% per annum | Bonds / Notes | — | — | $9.7M | 10.8% | |
| Vanguard Mid Cap Index, Institutional Shares 118,690 units | Mutual Funds | — | — | $9.0M | 10.0% | |
| Dodge & Cox Stock Fund Class X 21,781 units | Mutual Funds | — | — | $5.9M | 6.6% | |
| T. Rowe Price Retirement 2030, F Class 138,471 units | Other securities | — | — | $4.4M | 4.9% | |
| T. Rowe Price Retirement 2035, F Class 124,962 units | Other securities | — | — | $4.3M | 4.7% | |
| Clearbridge Small Cap Growth CIT, Class R2 229,771 units | Common Collective Trusts | — | — | $3.4M | 3.8% | |
| T. Rowe Price Retirement 2040, F Class 84,531 units | Other securities | — | — | $3.1M | 3.4% | |
| Fidelity VIP Money Market, Initial Class 2,661,424 units | Mutual Funds | — | — | $3.0M | 3.4% | |
| American Funds New World, Class R-6 37,848 units | Mutual Funds | — | — | $2.7M | 3.0% | |
| T. Rowe Price Retirement 2025, F Class 84,446 units | Other securities | — | — | $2.4M | 2.7% | |
| Vanguard Small-Cap Index, Institutional Shares 16,760 units | Mutual Funds | — | — | $2.1M | 2.4% | |
| Vanguard REIT Index, Institutional Shares 81,103 units | Mutual Funds | — | — | $2.0M | 2.2% | |
| PIMCO RAE US Small CIT, Class R1 120,563 units | Common Collective Trusts | — | — | $1.9M | 2.1% | |
| Vanguard Total International Stock Index, Institutional Shares 11,816 units | Mutual Funds | — | — | $1.8M | 2.0% | |
| T. Rowe Price Retirement 2020, F Class 49,857 units | Other securities | — | — | $1.3M | 1.5% | |
| T. Rowe Price Retirement 2050, F Class 31,341 units | Other securities | — | — | $1.2M | 1.3% | |
| Vanguard Total Bond Market Index, Institutional Shares 93,278 units | Mutual Funds | — | — | $1.0M | 1.2% | |
| T. Rowe Price Retirement 2015, F Class 37,466 units | Other securities | — | — | $911K | 1.0% | |
| T. Rowe Price Retirement 2045, F Class 23,356 units | Other securities | — | — | $870K | 1.0% | |
| Participant loans 4.3% to 9.5% per annum | Bonds / Notes | — | — | $697K | 0.8% | |
| T. Rowe Price Retirement 2010, F Class 16,937 units | Other securities | — | — | $377K | 0.4% | |
| T. Rowe Price Retirement 2055, F Class 9,589 units | Other securities | — | — | $359K | 0.4% | |
| T. Rowe Price Retirement 2060, F Class 9,171 units | Other securities | — | — | $220K | 0.2% | |
| T. Rowe Price Retirement 2065, F Class 9,501 units | Other securities | — | — | $142K | 0.2% | |
| T. Rowe Price Retirement 2005, F Class 1,804 units | Other securities | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
