Morganite Industries, Inc.'s EIN is 56-1268548.
Download the official 2024 Form 5500 (PDF) for Morganite Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morganite Industries, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE CAPITAL MANAGEMENT | — | NEW YORK, NY | NONE | $162K | — |
| ANGICOURT CAPITAL MANAGEMENT | 54-1947440 | — | NONE | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET TRUST |
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.
| 04-1867445 |
| — |
| NONE |
| $48K |
| — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock | Other securities | — | $1.3M | $4.5M | 3.5% | |
| EQUITY INDEX NON-LENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 80-0300291 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.5% | |
| Us Treasury N/B | U.S. Treasuries | — | $5.1M | $3.4M | 2.7% | |
| Us Treasury N/B | U.S. Treasuries | — | $3.5M | $3.3M | 2.6% | |
| Aetna | Other securities | — | $1.8M | $1.8M | 1.4% | |
| DISBURSEMENT PAYMENT ACCNT SA 174 AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | — | — | $1.8M | 1.4% | |
| Wells Fargo + Company | Common Stocks | — | $2.0M | $1.7M | 1.4% | |
| Us Treasury N/B | U.S. Treasuries | — | $1.8M | $1.7M | 1.3% | |
| Vanguard | Mutual Funds | — | $1.4M | $1.5M | 1.2% | |
| Jpmorgan Chase + Co | Common Stocks | — | $1.6M | $1.5M | 1.2% | |
| Goldman Sachs Group Inc | Common Stocks | — | $1.3M | $1.3M | 1.1% | |
| Bank Of America Corp | Common Stocks | — | $1.5M | $1.3M | 1.0% | |
| Anheuser Busch Inbev Wor | Other securities | — | $1.3M | $1.2M | 1.0% | |
| Citigroup Inc | Common Stocks | — | $1.1M | $1.1M | 0.9% | |
| Elevance Health Inc | Common Stocks | — | $1.2M | $977K | 0.8% | |
| Us Treasury N/B | U.S. Treasuries | — | $914K | $906K | 0.7% | |
| Verizon Communications | Other securities | — | $972K | $867K | 0.7% | |
| Apple Inc | Common Stocks | — | $1000K | $855K | 0.7% | |
| Strips | Other securities | — | $970K | $848K | 0.7% | |
| Fedex 2020 1 Class Aa | Other securities | — | $986K | $811K | 0.6% | |
| Strips | Other securities | — | $975K | $811K | 0.6% | |
| Bank Of America Corp | Common Stocks | — | $878K | $794K | 0.6% | |
| GSTIF 25 BPS | Other securities | — | $784K | $784K | 0.6% | |
| Microsoft Corp | Common Stocks | — | $844K | $780K | 0.6% | |
| Abbvie Inc | Common Stocks | — | $734K | $747K | 0.6% | |
| Apple Inc | Common Stocks | — | $872K | $733K | 0.6% | |
| Burlingtn North Santa Fe | Other securities | — | $795K | $719K | 0.6% | |
| Wells Fargo + Company | Common Stocks | — | $734K | $686K | 0.5% | |
| Virginia Elec + Power Co | Common Stocks | — | $887K | $675K | 0.5% | |
| Strips | Other securities | — | $800K | $670K | 0.5% | |
| Santander Drive Auto Receivabl | Other securities | — | $670K | $669K | 0.5% | |
| Strips | Other securities | — | $821K | $658K | 0.5% | |
| Us Treasury N/B | U.S. Treasuries | — | $689K | $643K | 0.5% | |
| Magnetite Clo Ltd | Structured Credit (CLO/ABS) | — | $640K | $641K | 0.5% | |
| Unitedhealth Group Inc | Common Stocks | — | $703K | $637K | 0.5% | |
| Comcast Corp | Common Stocks | — | $716K | $637K | 0.5% | |
| Morgan Stanley | Other securities | — | $786K | $633K | 0.5% | |
| Shops At Crystals Trust 2016 C | Other securities | — | $602K | $630K | 0.5% | |
| Travelers Cos Inc | Common Stocks | — | $740K | $629K | 0.5% | |
| American Tower Corp | Common Stocks | — | $638K | $624K | 0.5% | |
| Energy Transfer Lp | Other securities | — | $666K | $607K | 0.5% | |
| Jpmorgan Chase + Co | Common Stocks | — | $781K | $601K | 0.5% | |
| Goldman Sachs Group Inc | Common Stocks | — | $696K | $598K | 0.5% | |
| Citigroup Inc | Common Stocks | — | $664K | $596K | 0.5% | |
| Comcast Corp | Common Stocks | — | $731K | $574K | 0.5% | |
| Berkshire Hathaway Energ | Other securities | — | $729K | $567K | 0.4% | |
| Digital Realty Trust Lp | Other securities | — | $672K | $564K | 0.4% | |
| Abbvie Inc | Common Stocks | — | $589K | $563K | 0.4% | |
| Strips | Other securities | — | $695K | $558K | 0.4% | |
| Manuf + Traders Trust Co | Common Stocks | — | $579K | $553K | 0.4% |
