Angela Hutchinson signed Southern Insurance Underwriters, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Insurance Underwriters, Inc.'s EIN is 58-0939621.
Download the official 2024 Form 5500 (PDF) for Southern Insurance Underwriters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Insurance Underwriters, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $1.6M | 23.9% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $1.3M | 19.1% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $1.1M | 15.6% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $889K | 13.1% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $735K | 10.8% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $314K | 4.6% | |
| Blackrock Mid-Cap Growth Equity K ** 154 Federated Hermes Govt Obligations Fd Prm | Other securities | — | — | $233K | 3.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $123K | 1.8% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $104K | 1.5% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $69K | 1.0% | |
| Participant loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $60K | 0.9% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $45K | 0.7% | |
| Fidelity Short Term Bond Idx Instl Prm | Common Collective Trusts | — | — | $34K | 0.5% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $31K | 0.5% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $31K | 0.5% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $27K | 0.4% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $26K | 0.4% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $17K | 0.3% | |
| Goalview Aggressive Institutional | Other securities | — | — | $15K | 0.2% | |
| FIRST CITIZENS GOALVIEW COLLECT RET AMERICAN TRUST COMPANY · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $11K | 0.2% | |
| Blackrock Advantage International K | Other securities | — | — | $8K | 0.1% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $4K | <0.1% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $4K | <0.1% | |
| COHEN AND STEERS U S REALTY CIT CLA COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $3K | <0.1% | |
| Macquarie Emerging Market R6 | Other securities | — | — | $3K | <0.1% | |
| Pioneer Strategic Income K | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Intl Small Cap Insights | Other securities | — | — | $2K | <0.1% | |
| Federated Hermes Mdt Small Cap Core IS | Other securities | — | — | $2K | <0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
