Luisana Rincon signed Cooperativa de Seguros Multiples' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooperativa de Seguros Multiples' EIN is 66-0257478.
Download the official 2024 Form 5500 (PDF) for Cooperativa de Seguros Multiples from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooperativa de Seguros Multiples' plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY SERVICES LTD CO | 74-2798841 | — | NONE | $116K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $108K | — |
| WILLIS TOWERS WATSON USA LLC | 53-0181291 | — | NONE | $56K | — |
| DRIVEN PSC | 66-0961896 | — | NONE | $22K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Strip Princ 20,475,000.000 Strip Princ Due 05/15/2050 | Other securities | — | $6.0M | $6.0M | 10.4% | |
| BPPR Time Deposit Open Account 2,717,558.360 Shares | Other securities | — | $2.7M | $2.7M | 4.7% | |
| Vanguard Russell 1000 Gr-Ins 3,329.243 Shares | Common Collective Trusts | — | $713K | $2.6M | 4.6% | |
| U.S. Treasury Bond 4,309,000.000 U.S. Treasury Bond 2.250% Due 02/15/2052 | U.S. Treasuries | — | $2.8M | $2.6M | 4.5% | |
| Vanguard Russell 1000 VA-Ins 8,114.827 Shares | Common Collective Trusts | — | $1.5M | $2.6M | 4.4% | |
| Goldman Sachs Group Inc 770,000.000 Corporate Bond 2.650% Due 10/21/2032 | Bonds / Notes | — | $601K | $651K | 1.1% | |
| Vanguard Ftse Fund 16,085.054 Shares | Mutual Funds | — | $486K | $574K | 1.0% | |
| Toronto Dominion Bank 570,000.000 Corporate Bond 4.693% Due 09/15/2027 | Bonds / Notes | — | $564K | $569K | 1.0% | |
| Wells Fargo & Company 560,000.000 Corporate Bond 2.393% Due 06/02/2028 | Bonds / Notes | — | $494K | $527K | 0.9% | |
| Wells Fargo Co 555,000.000 Corporate Bond 4.900% Due 11/17/2045 | Bonds / Notes | — | $451K | $481K | 0.8% | |
| Citigroup Inct Found Note 510,000.000 Corporate Bond 2.666% Due 01/29/2031 | Bonds / Notes | — | $440K | $451K | 0.8% | |
| Truist Financial Corp 420,000.000 Corporate Bond 7.161% Due 10/30/2029 | Bonds / Notes | — | $447K | $449K | 0.8% | |
| Goldman Sachs Group Inc 440,000.000 Corporate Bond 2.640% Due 02/24/2028 | Bonds / Notes | — | $395K | $420K | 0.7% | |
| Extra Space Storage LP 425,000.000 Corporate Bond 3.875% Due 12/15/2027 | Bonds / Notes | — | $392K | $415K | 0.7% | |
| American Express Co 405,000.000 Corporate Bond 5.389% Due 07/28/2027 | Bonds / Notes | — | $408K | $409K | 0.7% | |
| Bank of NY Mellon Corp 395,000.000 Corporate Bond 5.802% Due 10/25/2028 | Bonds / Notes | — | $396K | $405K | 0.7% | |
| Con Edison Co of NY Inc 430,000.000 Corporate Bond 3.350% Due 04/01/2030 | Bonds / Notes | — | $383K | $400K | 0.7% | |
| Apple Inc Note 495,000.000 Corporate Bond 3.850% Due 08/04/2046 | Bonds / Notes | — | $398K | $399K | 0.7% | |
| John Deere Capital Corp 400,000.000 Corporate Bond 4.05% Due 09/08/2025 | Bonds / Notes | — | $392K | $399K | 0.7% | |
| JP Morgan Chase & Co 440,000.000 Corporate Bond 3.882% Due 07/24/2038 | Bonds / Notes | — | $356K | $375K | 0.6% | |
| Schlumberger Investment 370,000.000 Corporate Bond 4.500% Due 05/15/2028 | Bonds / Notes | — | $375K | $372K | 0.6% | |
| Berkshire Hathaway Energy 465,000.000 Corporate Bond 3.800% Due 07/15/2048 | Bonds / Notes | — | $320K | $345K | 0.6% | |
| Microsoft Corp 355,000.000 Corporate Bond 2.400% Due 08/08/2026 | Bonds / Notes | — | $331K | $344K | 0.6% | |
| JP Morgan Chase & Co 350,000.000 Corporate Bond 4.005% Due 04/23/2029 | Bonds / Notes | — | $332K | $339K | 0.6% | |
| PNC Financial Services 335,000.000 Corporate Bond 5.300% Due 01/21/2028 | Bonds / Notes | — | $339K | $338K | 0.6% | |
| Jpmorgan Chase & Co 335,000.000 Corporate Bond 5.350% Due 06/01/2034 | Bonds / Notes | — | $337K | $335K | 0.6% | |
| Citigroup Inc 325,000.000 Corporate Bond 6.174% Due 05/25/2034 | Bonds / Notes | — | $332K | $331K | 0.6% | |
| Jpmorgan Chase & Co 390,000.000 Corporate Bond 1.953% Due 02/04/2032 | Bonds / Notes | — | $291K | $323K | 0.6% | |
| Capital One Finl Corp 340,000.000 Corporate Bond 1.878% Due 11/02/2027 | Bonds / Notes | — | $296K | $321K | 0.6% | |
| Capital One Financial Co 320,000.000 Corporate Bond 5.247% Due 07/26/2030 | Bonds / Notes | — | $299K | $319K | 0.5% | |
| Sabine Pass Liquefaction 315,000.000 Corporate Bond 5.875% Due 06/30/2026 | Bonds / Notes | — | $313K | $318K | 0.5% | |
| Sempra Energy 420,000.000 Corporate Bond 4.000% Due 02/01/2048 | Bonds / Notes | — | $307K | $318K | 0.5% | |
| Oracle Corp 350,000.000 Corporate Bond 2.950% Due 04/01/2030 | Bonds / Notes | — | $298K | $316K | 0.5% | |
| BPPR Time Deposit Open Account 311,115.390 Shares | Other securities | — | $311K | $311K | 0.5% | |
| Amgen Inc 370,000.000 Corporate Bond 4.400% Due 05/01/2045 | Bonds / Notes | — | $298K | $307K | 0.5% | |
| JP Morgan Chase Bank Note 440,000.000 Corporate Bond 2.525% Due 11/19/2041 | Bonds / Notes | — | $281K | $297K | 0.5% | |
| Comcast Corp New 355,000.000 Corporate Bond 1.950% Due 01/15/2031 | Bonds / Notes | — | $281K | $297K | 0.5% | |
| United Parcel Svcs Inc 310,000.000 Corporate Bond 5.300% Due 04/01/2050 | Bonds / Notes | — | $300K | $296K | 0.5% | |
| Alabama Power Co 460,000.000 Corporate Bond 3.000% Due 03/15/2052 | Bonds / Notes | — | $294K | $295K | 0.5% | |
| Goldman Sachs Group Inc 270,000.000 Corporate Bond 6.750% Due 10/01/2037 | Bonds / Notes | — | $277K | $289K | 0.5% | |
| Hp Enterprise Co 270,000.000 Corporate Bond 6.350% Due 10/15/2045 | Bonds / Notes | — | $266K | $280K | 0.5% | |
| Air Lease Corp 310,000.000 Corporate Bond 3.000% Due 02/01/2030 | Bonds / Notes | — | $279K | $280K | 0.5% | |
| 3M Company 300,000.000 Corporate Bond 3.05% Due 04/15/2030 | Bonds / Notes | — | $261K | $275K | 0.5% | |
| Raymond James Financial 305,000.000 Corporate Bond 4.950% Due 07/15/2046 | Bonds / Notes | — | $256K | $274K | 0.5% | |
| Goldman Sachs Group Inc 375,000.000 Corporate Bond 3.210% Due 04/22/2042 | Bonds / Notes | — | $275K | $273K | 0.5% | |
| Charles Schwab Corp 265,000.000 Corporate Bond 5.853% Due 05/19/2034 | Mutual Funds | — | $271K | $273K | 0.5% | |
| Anheuser-Busch Cos 285,000.000 Corporate Bond 4.700% Due 02/01/2036 | Bonds / Notes | — | $264K | $270K | 0.5% | |
| Dell Intl LLC/EMC Corp 209,000.000 Corporate Bond 8.350% Due 07/15/2046 | Bonds / Notes | — | $260K | $266K | 0.5% | |
| Citigroup Inc 275,000.000 Corporate Bond 1.122% Due 01/28/2027 | Bonds / Notes | — | $246K | $264K | 0.5% | |
| Comcast Corp 280,000.000 Corporate Bond 5.500% Due 05/15/2064 | Bonds / Notes | — | $260K | $261K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LANDA UMPIERRE PSC | 30-0116076 | — | NONE | $19K | — |
| BANCO POPULAR TRUST | 66-0561870 | — | NONE | $12K | — |
