Susan Ahalt signed Society for Worldwide Interbank Financial Telecommunication, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Society for Worldwide Interbank Financial Telecommunication, Inc.'s EIN is 54-1106980.
Download the official 2024 Form 5500 (PDF) for Society for Worldwide Interbank Financial Telecommunication, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Society for Worldwide Interbank Financial Telecommunication, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSUR CO OF AMERICA | 84-0467907 | — | NONE | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| WELLINGTON CIF II US INV GRD CORP L WELLINGTON MANAGEMENT GROUP LLP · EIN 04-2683227 / PN 000 | Common Collective Trust | — | $84.0M | $83.1M | 38.4% | |
| Vanguard Long-Term Treasury Idx Instl Mutual fund | Common Collective Trusts | — | $36.8M | $35.9M | 16.6% | |
| PIMCO Long-Term Credit Bond Inst Mutual fund | U.S. Treasuries | — | $23.7M | $23.6M | 10.9% | |
| IR+M INTERMEDIATE COLLECTIVE B IR&M TRUST COMPANY · EIN 04-2955404 / PN 000 | Common Collective Trust | — | $17.5M | $18.1M | 8.4% | |
| T. Rowe Price U.S. Equity Research I Mutual fund | Other securities | — | $8.6M | $16.2M | 7.5% | |
| JPMorgan US Equity Institutional Mutual fund | Other securities | — | $10.6M | $16.0M | 7.4% | |
| Pimco Long Duration Total return Mutual fund | Mutual Funds | — | $12.0M | $10.1M | 4.7% | |
| DFA US Small Cap Mutual fund | Mutual Funds | — | $4.5M | $6.5M | 3.0% | |
| Dodge & Cox International Stock Mutual fund | Mutual Funds | — | $4.9M | $5.6M | 2.6% | |
| Fidelity Government Money Market Mutual fund | Mutual Funds | — | $923K | $923K | 0.4% | |
| SEI LONG DURATION FUND CT-1 SEI TRUST COMPANY · EIN 47-1059393 / PN 015 | 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.
