Cindy Perry signed Pivot Intermediary, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pivot Intermediary, Inc.'s EIN is 48-1153843.
Download the official 2022 Form 5500 (PDF) for Pivot Intermediary, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Pivot Intermediary, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $3K | — |
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.
| % of plan | |||
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $14.2M | 93.2% |
| INVESCO INTL GROWTH, R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 199 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY REAL ESTATE INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 737 | Pooled Separate Account | $0 | <0.1% |
| MORGAN STANLEY ADV LARGE GR MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 768 | Pooled Separate Account | $0 | <0.1% |
| FED HERMES GOVERNMENT OBLG PRM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 779 | Pooled Separate Account | $0 | <0.1% |
| MFS MID CAP VALUE MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 782 | Pooled Separate Account | $0 | <0.1% |
| BNY MELLON NATURAL RESOURCES I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 790 | Pooled Separate Account | $0 | <0.1% |
| SECURIAN AM S&P 500 INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 011 | Pooled Separate Account | $0 | <0.1% |
| DODGE & COX STK FUND MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 042 | Pooled Separate Account | $0 | <0.1% |
| INVESCO EQUITY AND INCOME, R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 054 | Pooled Separate Account | $0 | <0.1% |
| DISCIPLINED GRO MID CAP GRO MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 059 | Pooled Separate Account | $0 | <0.1% |
| DODGE & COX INTL STOCK FUND MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 102 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD INTERM BOND IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 113 | Pooled Separate Account | $0 | <0.1% |
| DFA EMERGING MARKETS VAL PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 128 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD SM-CAP GRO IND ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 132 | Pooled Separate Account | $0 | <0.1% |
| TEMPLETON GLOBAL BOND, CL A MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 136 | Pooled Separate Account | $0 | <0.1% |
| LOOMIS SAYLES INVSTM GR BD ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 138 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TOT BOND MKT IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 154 | Pooled Separate Account | $0 | <0.1% |
| DFA U.S. SM CAP VAL PORT, INS MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 167 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD MID CAP INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 174 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD SMALL-CAP IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 178 | Pooled Separate Account | $0 | <0.1% |
