Shannon Duarte signed Carnival Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carnival Corporation's EIN is 59-1562976.
Download the official 2024 Form 5500 (PDF) for Carnival Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carnival Corporation'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | — | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT | 59-2742314 | — | AUDITOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares 10-20 Year Treasury Bond | U.S. Treasuries | — | $1.8M | $1.7M | 20.9% | |
| iShares 10+ Year Investment Grade Corp Bond iShares ETF | Common Stocks | — | $1.6M | $1.6M | 19.3% | |
| iShares Trust ishares 5-10 Year Investment iShares Grade Corp Bond ETF | Common Stocks | — | $1.3M | $1.4M | 16.7% | |
| Vanguard Value ETF | Mutual Funds | — | $415K | $491K | 6.0% | |
| iShares 25 + year Treasury STRIPS Bond ETF $ | Other securities | — | $547K | $480K | 5.8% | |
| Vanguard Growth ETF | Mutual Funds | — | $257K | $358K | 4.3% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | $276K | $325K | 3.9% | |
| iShares Trust iShares 1-5 year Investment iShares Grade Corp Bond ETF | Common Stocks | — | $274K | $282K | 3.4% | |
| iShares Core Msci Emerging | Other securities | — | $256K | $271K | 3.3% | |
| iShares Core MSCI EAFE ETF | Other securities | — | $253K | $266K | 3.2% | |
| Vanguard Small - Cap Gr ETF | Mutual Funds | — | $215K | $263K | 3.2% | |
| Vanguard Mid - Cap Growth Index | Mutual Funds | — | $213K | $262K | 3.2% | |
| Vanguard Small Cap Value ETF | Mutual Funds | — | $210K | $234K | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | ACTUARY | $164K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINSTON & STRAWN LLP | 36-1975990 | — | LEGAL | $248K | — |
