Theresa Hayes signed Coats American, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coats American, Inc.'s EIN is 51-0371432.
Download the official 2024 Form 5500 (PDF) for Coats American, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coats American, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 94-1347393 | — | CUSTODIAN | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | INVESTMENT MANAGEMENT | $354K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mercer Long Duration Passive Fixed Income Collective Trust | Common Collective Trusts | — | $2.4M | $44.3M | 45.3% | |
| MER ACT LNG CORP INV PORT#600 MERCER TRUST COMPANY · EIN 45-3178743 / PN 004 | Common Collective Trust | — | — | $44.3M | 45.3% | |
| Mercer Emerging Markets Equity Collective Trust | Common Collective Trusts | — | $51.1M | $12.6M | 12.9% | |
| MER LNG STRIPS FX PORT#630 MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | — | $12.6M | 12.9% | |
| Mercer US Small-Mid Cap Equity Collective Trust | Common Collective Trusts | — | $19.7M | $10.1M | 10.3% | |
| MER US LRG CAP PASS EQ CT#410 MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | — | $10.1M | 10.3% | |
| Mercer Active Long Corporate Investment Portfolio | Other securities | — | $6.8M | $8.7M | 8.9% | |
| MER NON US CORE EQ CT #330 MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | — | $8.7M | 8.9% | |
| Mercer Long Strips Fixed Income Portfolio | Other securities | — | $7.9M | $7.8M | 8.0% | |
| MER ACT INT CR FX INC PORT#350 MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | — | — | $7.8M | 8.0% | |
| Mercer US Large Cap Passive Equity Collective Trust | Common Collective Trusts | — | $7.6M | $6.9M | 7.0% | |
| MER LNG DUR PAS FX INC COL#420 MERCER TRUST COMPANY · EIN 26-6700496 / PN 016 | Common Collective Trust | — | — | $6.9M | 7.0% | |
| Mercer Non-US Core Equity Collective Trust | Common Collective Trusts | — | $9.2M | $4.2M | 4.3% | |
| MER EMRG MKTS EQ CT TR#425 MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | — | $4.2M | 4.3% | |
| Mercer Active Intermediate Credit Fixed Income Portfolio | Other securities | — | $5.3M | $2.8M | 2.8% | |
| MER US SM MID CAP EQ CT MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | — | $2.8M | 2.8% | |
| Principal Deposit Sweep Program | Other securities | — | $300K | $300K | 0.3% | |
| John Hancock Mutual Life Insurance Group Annuity Contract | Common Stocks | — | $166K | $166K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENWALKER LLP | 56-1434747 | — | ACCOUNTANT | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHECKCOATMO MOORE & VAN ALLEN | — | ATLANTA, GA | ACTUARY | $28K | — |
