Allison Lazare signed United Educators Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Educators Management Company's EIN is 52-1751521.
Download the official 2024 Form 5500 (PDF) for United Educators Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Educators Management Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $11.9M | 14.3% | |
| FID CONTRAFUND K Mutual Fund | Mutual Funds | — | — | $9.1M | 10.9% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $5.1M | 6.2% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $4.1M | 4.9% | |
| VANG EQUITY INC ADM Mutual Fund | Common Stocks | — | — | $3.6M | 4.3% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $3.5M | 4.1% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $3.3M | 3.9% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $3.1M | 3.8% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $2.7M | 3.3% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $2.7M | 3.3% | |
| J H ENTERPRISE N Mutual Fund | Other securities | — | — | $2.6M | 3.2% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $2.5M | 3.1% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $2.5M | 3.0% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $2.4M | 2.9% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $1.7M | 2.0% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $1.1M | 1.3% | |
| TRP LARGE-CAP GRTH I Mutual Fund | Other securities | — | — | $1.0M | 1.3% | |
| INVS DEVELOP MKT R6 Mutual Fund | Other securities | — | — | $999K | 1.2% | |
| LOOMIS CORE PL BD N Mutual Fund | Other securities | — | — | $997K | 1.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $981K | 1.2% | |
| VRTS C MDCP VL EQ R6 Mutual Fund | Other securities | — | — | $945K | 1.1% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $751K | 0.9% | |
| AS SPL SM CAP VAL R6 Mutual Fund | Other securities | — | — | $713K | 0.9% | |
| J H TRITON N Mutual Fund | Other securities | — | — | $655K | 0.8% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $650K | 0.8% | |
| VANG INTM TREAS ADM Mutual Fund | Other securities | — | — | $632K | 0.8% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $587K | 0.7% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $582K | 0.7% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $568K | 0.7% | |
| COHEN & STEERS RLTY Mutual Fund | Other securities | — | — | $512K | 0.6% | |
| VANG TREASURY MM Mutual Fund | Other securities | — | — | $466K | 0.6% | |
| Notes receivable from participants Participant Loans*** - | Participant loans | — | — | $420K | 0.5% | |
| VANG ST INV GR ADM Mutual Fund | Other securities | — | — | $332K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $265K | 0.3% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $185K | 0.2% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
