Chapman Partnership's EIN is 65-0425069.
Download the official 2024 Form 5500 (PDF) for Chapman Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chapman Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES | 46-5391363 | FT. LAUDERDALE, FL | RIA | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH MULTI-INDEX BALANCED LIFESTYLE P JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.5M | 31.4% | |
| JH MULTI-INDEX GROWTH LIFESTYLE POR JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $818K | 17.0% | |
| JH MULTI-INDEX MODERATE LIFESTYLE P JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $331K | 6.9% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $273K | 5.7% | |
| JH MULTI-INDEX AGGRESSIVE LIFESTYLE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $252K | 5.2% | |
| Participant loans 4.25% to 9.50% - | Bonds / Notes | — | — | $216K | 4.5% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $196K | 4.1% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $196K | 4.1% | |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $189K | 3.9% | |
| JH MULTI-INDEX CONSERVATIVE LIFESTY JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $160K | 3.3% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $142K | 3.0% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $90K | 1.9% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $64K | 1.3% | |
| MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $55K | 1.1% | |
| SHORT TERM JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $44K | 0.9% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $43K | 0.9% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $35K | 0.7% | |
| T. ROWE PRICE HEALTH SCIENCE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $32K | 0.7% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $30K | 0.6% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $23K | 0.5% | |
| JANUS GLS JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $23K | 0.5% | |
| DFA US SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $15K | 0.3% | |
| VANGUARD TOTAL INTERNATIONAL STOCK JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $13K | 0.3% | |
| John Hancock Fidelity India Active ETF | Mutual Funds | — | — | $13K | 0.3% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $13K | 0.3% | |
| VANGUARD HIGH DIVIDEND YIELD INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $13K | 0.3% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| ISHARE GOLD JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| HIGH YIELD FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| FIDELITY REAL ESTATE INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| Guaranteed Interest Contract * John Hancock Guaranteed Fund | Other securities | — | — | $2K | <0.1% | |
| 3- YEAR COMPOUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $78 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
