Claire Pollock signed Bearing Insurance Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bearing Insurance Group, LLC's EIN is 54-1948974.
Download the official 2024 Form 5500 (PDF) for Bearing Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bearing Insurance Group, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORATION | 54-1741662 | — | SERVICE PROVIDER | $92K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.2M | 10.5% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $4.0M | 10.1% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $3.8M | 9.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 9.4% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $3.5M | 8.7% | |
| GOLDMAN SACHS ST VL CL TR IS SR CL GOLDMAN SACHS FUNDS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.2M | 8.0% | |
| WILMINGTON TRUST MFS GROWTH CIT - F WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $2.6M | 6.6% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.3% | |
| Vanguard Equity Income Fund Administation | Mutual Funds | — | — | $1.5M | 3.8% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| Voya Funds Trust Voya Intermediate Bond Fund R6 | Other securities | — | — | $975K | 2.5% | |
| American Century American Fund EuroPacific R6 | Other securities | — | — | $906K | 2.3% | |
| PIMCO Funds Real Return Fund Institutional Class | Mutual Funds | — | — | $796K | 2.0% | |
| Washatch Wasatach Core Growth Fund | Other securities | — | — | $743K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $718K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $700K | 1.8% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $698K | 1.8% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $533K | 1.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $506K | 1.3% | |
| PIMCO RAE US Small Fund | Mutual Funds | — | — | $480K | 1.2% | |
| Participant loans** Interest bearing at 3.50% - 8.75% | Bonds / Notes | — | — | $457K | 1.1% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $352K | 0.9% | |
| JP Morgan JP Morgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $349K | 0.9% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $336K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $294K | 0.7% | |
| JP Morgan JP Morgan Emerging Markets Equity Fund R6 | Other securities | — | — | $225K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $195K | 0.5% | |
| Voya Funds Trust Voya Government Money Market Fund Class A | Cash / Money Market | — | — | $33K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% |
