A. Jeanine Hoover signed Armed Forces Benefit Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Armed Forces Benefit Association's EIN is 53-0209087.
Download the official 2024 Form 5500 (PDF) for Armed Forces Benefit Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Armed Forces Benefit Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $9.1M | 18.5% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $7.9M | 16.1% | |
| GUARANTEED INCOME FUND Insurance General Account | Other securities | — | — | $5.6M | 11.4% | |
| SA/JANUS BALANCED STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 180 | Pooled Separate Account | — | — | $3.3M | 6.8% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $3.2M | 6.4% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $3.1M | 6.4% | |
| INTERNATIONAL VALUE / LSV ASSET MNG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 415 | Pooled Separate Account | — | — | $3.0M | 6.1% | |
| INTERNATIONAL GROWTH / ARTISAN PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 259 | Pooled Separate Account | — | — | $2.4M | 4.8% | |
| CORE PLUS BOND / REAMS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 040 | Pooled Separate Account | — | — | $2.3M | 4.7% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $2.1M | 4.4% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $1.9M | 3.8% | |
| SMALL CAP GROWTH / EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $1.5M | 3.1% | |
| LARGE CAP BLEND / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 177 | Pooled Separate Account | — | — | $1.2M | 2.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $861K | 1.8% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $639K | 1.3% | |
| FIDELITY US BOND INDEX Mutual Fund | Mutual Funds | — | — | $579K | 1.2% | |
| PARTICIPANT LOANS Participant Loans*** | Participant loans | — | — | $368K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
