Larry McGann signed BD of Trustees of the ELEV Constu Annuity and 401(k) RET Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BD of Trustees of the ELEV Constu Annuity and 401(k) RET Plan's EIN is 52-2125995.
Download the official 2024 Form 5500 (PDF) for BD of Trustees of the ELEV Constu Annuity and 401(k) RET Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA |
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 | |||||
|---|---|---|---|---|---|---|
| JANUS US RESEARCH GROWTH EQUITY CF SEI TRUST COMPANY · EIN 47-1570020 / PN 075 | Common Collective Trust | — | $284.8M | $565.5M | 7.8% | |
| IRM CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 001 | Common Collective Trust | — | $508.9M | $528.8M | 7.3% | |
| LOOMIS SAYLES CORE PLUS FIX INC FD LOOMIS SAYLES TRUST CO LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | $502.6M | $526.9M | 7.2% | |
| COLL LSV US LARGE CAP VAL EQUITY FD THE NORTHERN TRUST COMPANY · EIN 90-6169542 / PN 001 | Common Collective Trust | — | $333.2M | $525.1M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2040 CIT T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $297.2M | 4.1% | |
| SCHRODER DIVERSIFIED GROWTH TR CL 4 | Other securities | — | $241.5M | $282.1M | 3.9% | |
| SCHRODER COLLECTIVE INVESTMENT TRST SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $282.1M | 3.9% | |
| VANGUARD INSTITUTIONAL INDEX INSTL PL 578,090 (f) | Mutual Funds | — | — | $276.8M | 3.8% | |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | $239.8M | $261.8M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2050 CIT T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $254.5M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2030 CIT T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $228.4M | 3.1% | |
| LORD ABBETT HIGH YIELD CORE TR II WILMINGTON TRUST NA · EIN 82-1095844 / PN 320 | Common Collective Trust | — | $169.7M | $213.3M | 2.9% | |
| GLOBEFLEX INT'L ALL CAP COLL FD THE NORTHERN TRUST COMPANY · EIN 90-6169542 / PN 003 | Common Collective Trust | — | $157.3M | $207.4M | 2.8% | |
| MARATHON-LONDON INT'L CIT FUND RELIANCE TRUST COMPANY · EIN 82-6781933 / PN 017 | Common Collective Trust | — | $162.0M | $201.4M | 2.8% | |
| COHEN & STEERS US REALTY FUND SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $144.1M | $199.2M | 2.7% | |
| TRINITY STREET INT'L EQUITY TR ASHMORE · EIN 82-6843446 / PN 001 | Common Collective Trust | — | $166.9M | $189.3M | 2.6% | |
| JANUS HENDERSON US SMID CAP GRW III GREAT GRAY · EIN 38-7312997 / PN 001 | Common Collective Trust | — | — | $186.8M | 2.6% | |
| LORD ABBETT SMID CAP EQUITY TRST II WILMINGTON TRUST NA · EIN 82-1135851 / PN 323 | Common Collective Trust | — | $125.6M | $183.7M | 2.5% | |
| JPMORGAN CHASE BANK EMERGING MARKETS EQUITY FOCUSED COMMINGLED PENSION TRUST FUND | Common Collective Trusts | — | $143.7M | $166.3M | 2.3% | |
| EMERG MKT EQ FOCUS COMM PENSION TR JPMORGAN CHASE BANK NA · EIN 13-4179575 / PN 001 | Common Collective Trust | — | — | $166.3M | 2.3% | |
| BW GLOBAL INVEST GR FIX INCOME CIF HAND BENEFITS & TRUST COMPANY NA · EIN 74-2008758 / PN 112 | Common Collective Trust | — | $173.7M | $163.0M | 2.2% | |
| T. ROWE PRICE NEW HORIZONS FUND | Other securities | — | $161.8M | $158.9M | 2.2% | |
| ABERDEEN EMRG MKTS EQUITY COLL FUND GLOBAL TRUST COMPANY · EIN 30-6526680 / PN 001 | Common Collective Trust | — | $147.2M | $158.0M | 2.2% | |
| LOOMIS SAYLES EMERG MKTS CORP DEBT LOOMIS SAYLES TRUST CO LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | $142.8M | $155.5M | 2.1% | |
| PGIM EMERGING MARKETS DEBT CL 5 CIT | Common Collective Trusts | — | $145.2M | $153.6M | 2.1% | |
| FIDELITY BLUECHIP GROWTH COMMINGLED FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $136.9M | 1.9% | |
| BNYM NEWTON NSL US DYNAMIC LG CAP S BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 187 | Common Collective Trust | — | — | $109.5M | 1.5% | |
| CIF II GLOBAL AGGREGATE BD PORT 2 WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 143 | Common Collective Trust | — | $115.1M | $101.7M | 1.4% | |
| WEDGE QVM SMID CAP VALUE CIT A COMERICA BANK · EIN 93-6820391 / PN 001 | Common Collective Trust | — | — | $93.1M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2060 CIT T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $88.1M | 1.2% | |
| LOOMIS SAYLES CORE FIXED INC TR D LOOMIS SAYLES TRUST CO LLC · EIN 84-6391546 / PN 015 | Common Collective Trust | — | — | $66.3M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 CIT T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $61.5M | 0.8% | |
| IRM INTERMEDIATE TIPS COLLECT FD GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 004 | Common Collective Trust | — | $47.0M | $53.1M | 0.7% | |
| ARROWSTREET GLOBAL EQUITY ACWI CIT GLOBAL TRUST COMPANY · EIN 37-6607043 / PN 002 | Common Collective Trust | — | — | $49.1M | 0.7% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND 899,109 (f) | Mutual Funds | — | — | $48.3M | 0.7% | |
| BBH INFLATION-INDEXED SECURITIES FD BROWN BROTHERS HARRIMAN & CO · EIN 27-6904078 / PN 001 | Common Collective Trust | — | $42.7M | $45.6M | 0.6% | |
| VANGUARD BALANCED INDEX FUND 635,755 (f) | Common Collective Trusts | — | — | $30.8M | 0.4% | |
| DFA GLOBAL ALLOCATION 60/40 PORT INSTL 1,339,431 (f) | Mutual Funds | — | — | $28.0M | 0.4% | |
| WELLS FARGO GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | $11.5M | $11.5M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 CIT T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $8.7M | 0.1% | |
| FIDELITY SMALL CAP INDEX 85,108 (f) | Mutual Funds | — | — | $2.4M | <0.1% | |
| MASSMUTUAL PREMIER MONEY MARKET FUND 16,107 (f) | Cash / Money Market | — | — | $16K | <0.1% | |
| ASHMORE EMRG MKTS TOTAL RETURN CIF RELIANCE TRUST COMPANY · EIN 82-6843446 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
BD of Trustees of the ELEV Constu Annuity and 401(k) RET Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
| 84-0467907 |
| — |
| RECORDKEEPER |
| $946K |
| — |
| VANGUARD | 23-1999755 | — | NONE | $0 | — |
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $208K | — |
| GALLAGHER FIDUCIARY ADVISORS | 26-0516431 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUSTEE A | 52-2051811 | — | TRUSTEE | $20K | — |
| TRUSTEE B | 52-2051811 | — | TRUSTEE | $18K | — |
| TRUSTEE C | 52-2051811 | — | TRUSTEE | $16K | — |
| TRUSTEE D | 52-2051811 | — | TRUSTEE | $16K | — |
| TRUSTEE E | 52-2051811 | — | TRUSTEE | $11K | — |
| TRUSTEE F | 52-2051811 | — | TRUSTEE | $7K | — |
| TRUSTEE G | 52-2051811 | — | TRUSTEE | $7K | — |
| TRUSTEE H | 52-2051811 | — | TRUSTEE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAT'L ELEV IND PENSION PLAN | 23-6209769 | — | RELATED PLAN | $1.6M | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $196K | — |
| DANIEL A. WINTERS & CO | 23-2586736 | — | NONE | $105K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $44K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $36K | — |
| SEGAL COMPANY | 13-1835864 | — | NONE | $18K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
| T. ROWE PRICE | 20-0001631 | — | NONE | $0 | — |
| T. ROWE PRICE | 46-5676022 | — | NONE | $0 | — |
| JANUS HENDERSON | 84-0592523 | — | NONE | $0 | — |
| T. ROWE PRICE | 52-0791372 | — | NONE | $0 | — |
| T. ROWE PRICE | 51-0612044 | — | NONE | $0 | — |
| T. ROWE PRICE | 20-0001638 | — | NONE | $0 | — |
| T. ROWE PRICE | 20-0001636 | — | NONE | $0 | — |
| T. ROWE PRICE | 20-0001634 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| MASSACHUSETTS MUTUAL LIFE INS CO | 04-1590850 | — | OTHER | $0 | — |
