Betty Chaparro signed Airlines Reporting Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Airlines Reporting Corporation's EIN is 52-1367276.
Download the official 2024 Form 5500 (PDF) for Airlines Reporting Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Airlines Reporting Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.7M | 9.5% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $8.5M | 8.2% | |
| Fully benefit-responsive investment contracts * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $8.0M | 7.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.8M | 7.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.6M | 7.3% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.3M | 7.1% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.0M | 6.8% | |
| Vanguard Group Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $6.1M | 5.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.4M | 3.3% | |
| JP Morgan Funds JP Morgan US Equity Fund L | Other securities | — | — | $3.1M | 3.0% | |
| Vanguard Group Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $3.0M | 2.9% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $2.8M | 2.8% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.8M | 2.7% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 2.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.3M | 2.2% | |
| MFS Investment Management MFS Growth R6 Fund | Mutual Funds | — | — | $2.1M | 2.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.0M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.6M | 1.5% | |
| Vanguard Group Vanguard MidCap Value Index Admiral Fund | Mutual Funds | — | — | $1.4M | 1.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| Principal Life Insurance Company Principal LargeCap S&P 500 Index Separate Account M + | Pooled Separate Accounts | — | — | $1.3M | 1.3% | |
| PRIN LGCP S&P 500IDX SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 1.3% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vanguard Group Vanguard SmallCap Value Index Admiral Fund | Mutual Funds | — | — | $1.0M | 1.0% | |
| SEI Trust Company American Century US Value Yield CI E | Common Stocks | — | — | $962K | 0.9% | |
| AMERICAN CENTRY US VALYLD CL E SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $962K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $882K | 0.9% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $842K | 0.8% | |
| Vanguard Group Vanguard SmallCap Growth Index Admiral Fund | Mutual Funds | — | — | $764K | 0.7% | |
| Principal Life Insurance Company Principal SmallCap S&P 600 Index Separate Account + | Pooled Separate Accounts | — | — | $669K | 0.7% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $658K | 0.6% | |
| SEI Trust Company American Century US MidCap Value Eq Trust | Common Stocks | — | — | $643K | 0.6% | |
| AMERICAN CENTRY US MCVAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 010 | Common Collective Trust | — | — | $643K | 0.6% | |
| Vanguard Group Vanguard MidCap Growth Index Admiral Fund | Mutual Funds | — | — | $640K | 0.6% | |
| Principal Life Insurance Company Principal SmallCap Growth I Separate Account + | Pooled Separate Accounts | — | — | $514K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $514K | 0.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $499K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $484K | 0.5% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $407K | 0.4% | |
| The American Funds American Funds New World Fund R6 | Mutual Funds | — | — | $391K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | Other securities | — | — | $284K | 0.3% | |
| Principal Life Insurance Company Principal MidCap S&P 400 Index Separate Account M + | Pooled Separate Accounts | — | — | $247K | 0.2% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $223K | 0.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $222K | 0.2% | |
| Principal Life Insurance Company Principal SmallCap S&P 600 Index Separate Account M | Pooled Separate Accounts | — | — | $213K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $186K | 0.2% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $164K | 0.2% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income | Common Stocks | — | — | $83K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $83K | <0.1% | |
| (E) | Other securities | — | $83K | $33K | <0.1% |
