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 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 |
|---|---|---|---|---|---|
| WILLIS TOWER WATSON US LLC | 53-0181291 | — | NONE | $259K | — |
| MEADEN & MOORE, LTD | 34-1818258 | — | NONE | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $236.9M | 100.0% | |
| Vanguard Long-Term Investment Grade, Admiral Shares | Mutual Funds | — | $60.6M | $63.4M | 26.8% | |
| Fidelity Long-Term Treasury Bond Index Fund | U.S. Treasuries | — | $55.7M | $49.6M | 20.9% | |
| Calvert Income, Class I | Other securities | — | $20.1M | $22.7M | 9.6% | |
| TCW Metwest Total Return Bond, M | Other securities | — | $20.7M | $21.9M | 9.2% | |
| Vanguard Total Bond Market Index, Admiral Shares | Mutual Funds | — | $20.7M | $21.3M | 9.0% | |
| Payden Low Duration, Investor Class | Other securities | — | $15.6M | $17.5M | 7.4% | |
| Calvert Short Duration Income, Class I | Other securities | — | $14.6M | $17.0M | 7.2% | |
| Fidelity VIP Index 500, Initial Class | Mutual Funds | — | $10.7M | $14.3M | 6.0% | |
| American Funds International Growth and Income, Class R4 | Mutual Funds | — | $3.5M | $4.6M | 1.9% | |
| Calvert VP S&P Mid Cap 400 Index | Other securities | — | $1.8M | $4.6M | 1.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
