Paul O'FLYNN signed Berkshire Hathaway Specialty INS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkshire Hathaway Specialty INS' EIN is 63-0202590.
Download the official 2024 Form 5500 (PDF) for Berkshire Hathaway Specialty INS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkshire Hathaway Specialty INS' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $36.6M | 21.0% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $12.5M | 7.2% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $12.3M | 7.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $10.8M | 6.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $10.5M | 6.1% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $10.2M | 5.8% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $9.1M | 5.2% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $7.3M | 4.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $7.1M | 4.1% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $5.9M | 3.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $5.8M | 3.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $5.4M | 3.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $4.9M | 2.8% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $4.8M | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4.4M | 2.5% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3.2M | 1.8% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $3.1M | 1.8% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.8M | 1.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $2.5M | 1.5% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $2.4M | 1.4% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $2.1M | 1.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $2.0M | 1.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $1.3M | 0.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $1.0M | 0.6% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $971K | 0.6% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $944K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $878K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $840K | 0.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $555K | 0.3% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $131K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $95K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
