Patrick Mullin signed QBE Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
QBE Holdings, Inc.'s EIN is 52-1147383.
Download the official 2024 Form 5500 (PDF) for QBE Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)QBE Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | — | RECORDKEEPER | $195K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $585 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Lg Cap Gro Idx | Common Collective Trusts | — | — | $118.2M | 14.9% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $116.7M | 14.7% | |
| EAIC Guaranteed Income Fund | Other securities | — | — | $114.5M | 14.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $110.3M | 13.9% | |
| Fidelity Lg Cap Val Idx | Common Collective Trusts | — | — | $71.3M | 9.0% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $64.2M | 8.1% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $60.5M | 7.6% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $58.2M | 7.4% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $24.3M | 3.1% | |
| Fidelity Extended Mkt Index | Mutual Funds | — | — | $20.4M | 2.6% | |
| Vanguard Total Bond Mkt Index | Mutual Funds | — | — | $10.7M | 1.4% | |
| Vanguard Developing Mar Index Inst | Mutual Funds | — | — | $10.0M | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $4.5M | 0.6% | |
| JP Morgan Emerging Markets R6 | Other securities | — | — | $3.2M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $421 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $25K | — |
