Patrick McBride signed State Volunteer Mutual Insurance Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
State Volunteer Mutual Insurance Co's EIN is 62-0965320.
Download the official 2024 Form 5500 (PDF) for State Volunteer Mutual Insurance Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)State Volunteer Mutual Insurance Co'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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $13K | — |
| JLM ACTUARIAL, LLC | 82-3763658 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO.,INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund ADM | Common Collective Trusts | — | $23.0M | $28.3M | 49.7% | |
| FPA New Income Fund INST | Other securities | — | $9.1M | $9.1M | 15.9% | |
| Doubleline Core Fixed Income Fund Class N | Other securities | — | $10.1M | $9.0M | 15.9% | |
| Vanguard Total International Stock Index Fund ADM | Common Collective Trusts | — | $4.6M | $4.8M | 8.5% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | $4.8M | $4.7M | 8.2% | |
| Vanguard Fed Money Market Fund Investor Shares | Mutual Funds | — | $976K | $976K | 1.7% | |
| Net Gainor (Loss) $ 2508-11498-CS 724,495 | Other securities | — | $724K | $364K | 0.6% | |
| Transaction Date$ $ (g) | Other securities | — | $724K | $364K | 0.6% | |
| Selling $ – (c) | Other securities | — | $724K | $364K | 0.6% | |
| – (i) | Other securities | — | — | $276K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
