Caregiver 2, Inc.'s EIN is 47-4573950.
Download the official 2022 Form 5500 (PDF) for Caregiver 2, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Caregiver 2, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $438 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SERVICES LLC | 27-1746834 | — | INVESTMENT ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Standard Insurance Company MFS Moderate Allocation R6 (i) | Mutual Funds | — | — | $981K | 42.4% | |
| John Hancock USA Stable Asset A | Other securities | — | — | $453K | 19.6% | |
| Standard Insurance Company MFS Growth Allocation R6 (i) | Mutual Funds | — | — | $318K | 13.7% | |
| Standard Insurance Company MFS Aggressive Gr Alloc R6 (i) | Mutual Funds | — | — | $133K | 5.7% | |
| Standard Insurance Company MFS Conservative Allocation R6 (i) | Mutual Funds | — | — | $124K | 5.4% | |
| Standard Insurance Company JPMorgan US Value Fund R6 (i) 419 * Standard Insurance Company IShares S&P 500 Index K (i) | Common Collective Trusts | — | — | $99K | 4.3% | |
| Standard Insurance Company American Funds Amer Balancd R6 (i) | Mutual Funds | — | — | $66K | 2.9% | |
| various maturity dates through 2027 -0- | Other securities | — | — | $63K | 2.7% | |
| Standard Insurance Company AB Large Cap Growth Z (i) | Common Stocks | — | — | $14K | 0.6% | |
| Standard Insurance Company JPMorgan US Equity R6 (i) | Common Stocks | — | — | $4K | 0.2% | |
| Standard Insurance Company Vanguard Explorer Admiral (i) | Mutual Funds | — | — | $4K | 0.2% | |
| 6 Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1), 6a(2), 6b, 6c, and 6d). a(1) Total number of active participants at the beginning of the plan year............................................................................... 6a(1) | Other securities | — | — | $4K | 0.2% | |
| a(2) Total number of active participants at the end of the plan year ...................................................................................... 6a(2) | Other securities | — | — | $4K | 0.2% | |
| Standard Insurance Company Fidelity International Index (i) | Mutual Funds | — | — | $4K | 0.2% | |
| Standard Insurance Company DFA U.S. Targeted Value I (i) 383 * Standard Insurance Company Fidelity Small Cap Index (i) | Mutual Funds | — | — | $3K | 0.1% | |
| Standard Insurance Company Vanguard Emerg Mkt Stk Idx Adm (i) 123 * Standard Insurance Company Dodge & Cox Intl Stk I (i) | Common Collective Trusts | — | — | $3K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.1% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 0.1% | |
| Standard Insurance Company PGIM High Yield R6 (i) | Common Stocks | — | — | $2K | <0.1% | |
| Standard Insurance Company Fidelity Advisor Total Bd Z (i) | Mutual Funds | — | — | $2K | <0.1% | |
| Standard Insurance Company MFS International Growth R6 (i) | Mutual Funds | — | — | $1K | <0.1% | |
| Standard Insurance Company Allspring Specl Midcp Val R6 (i) 421 * Standard Insurance Company Fidelity Mid Cap Index (i) | Mutual Funds | — | — | $1K | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ROYCE OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SCIENCE & TECHNOLOBY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
