Original filing (PDF)20251014080529NAL0001099859001

AIG INSURANCE COMPANY-PUERTO RICO

Name: AIG INSURANCE COMPANY-PUERTO RICO — AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN, Form 5500 (2024)
Creator: AIG INSURANCE COMPANY-PUERTO RICO

Form 5500

FILING_RECEIVED

AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN

401(k) retirement plan

Signals · 2

44% in single holding15% employer stock

Active participants

Accounts w/ balance

150

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

How this plan invests

This plan

9 pooled trusts

Schedule D

2,903 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIG INSURANCE COMPANY-PUERTO RICO.

Plan sponsor

Name

AIG INSURANCE COMPANY-PUERTO RICO

EIN

66-0319193

Address

AMERICAN INTERNATIONAL PLAZA · 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR · 00918

Phone

(800) 265-5054

Industry

Finance & Insurancesee all

Plan administrator

Name

AIG RETIREMENT BOARD

EIN

66-0319193

City

NEW YORK, NY

Phone

(800) 265-5054

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT FINANCIAL ADVISORS, LLC	82-1061233	—	NONE	$12K	—

Investments

2,903 direct securities · 9 pooled funds· $10.5M(63% of reported assets)

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.

Common Collective Trust

$8.2M

8 holdings

Other securities

$979K

536 holdings

Master Trust

$800K

1 holding

Common Stock

$187K

1658 holdings

U.S. Treasuries

$173K

74 holdings

Bonds / Notes

$94K

518 holdings

Common Collective Trusts

$71K

10 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Galliard$785K State Street / SPDR$43K BlackRock / iShares$40K JPMorgan$10K Morgan Stanley$9K Goldman Sachs$6K Wells Fargo / Allspring$6K PIMCO$3K T. Rowe Price$2K

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					% of plan
VANGUARD INSTL INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001	Common Collective Trust	—	—	$2.6M	15.6%
MFO LOOMIS LARGE CAP GROWTH LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 012	Common Collective Trust	—	—	$2.1M	12.8%
VANGUARD INST. TOTAL BOND MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001	Common Collective Trust	—	—	$1.2M	6.9%
VANGUARD INST EXTENDED MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001	Common Collective Trust	—	—	$1.1M	6.3%
MFS LARGE CAP VALUE CIT MASSACHUSETTS FINANCIAL SERVICES · EIN 41-0449260 / PN 001	Common Collective Trust	—	—	$972K	5.8%
AIG MASTER TRUST AMERICAN INTERNATIONAL GROUP, INC. · EIN 13-2592361 / PN 007	Master Trust	—	—	$800K	4.8%
Galliard Stable Value Fund	Other securities	—	—	$785K	4.7%
MFO BLACKROCK TOTAL RETURN BOND BLACKROCK INSTITUTIONAL TRUST CO N.A · EIN 47-1246942 / PN 001	Common Collective Trust	—	—	$130K	0.8%
HARDING LOEVNER INTL EQUITY CIT HARDING LOEVNER · EIN 27-6075499 / PN 001	Common Collective Trust	—	—	$109K	0.7%
BLACKROCK INSTITUTIONAL FUNDS TREASURY TRUST FUND #10	Common Collective Trusts	—	$38K	$38K	0.2%
SSGA US BOND INDEX NON LENDING SER FUND CL M	Other securities	—	$22K	$20K	0.1%
AIG Stock Fund	Other securities	—	—	$15K	<0.1%
STATE STREET S&P 500 FLAGSHIP SECURITIES LENDING FUND DB CLASS	Other securities	—	$11K	$14K	<0.1%
UNITED STATES TREASURY BONDS DTD 08/15/2024 4.125% 08/15/2044	U.S. Treasuries	—	$10K	$9K	<0.1%
UNITED STATES TREASURY BILLS DTD 08/01/2024 DUE 01/30/2025	U.S. Treasuries	—	$9K	$9K	<0.1%
UNITED STATES TREASURY BILLS DTD 02/22/2024 DUE 02/20/2025	U.S. Treasuries	—	$9K	$9K	<0.1%
UNITED STATES TREASURY BILLS DTD 10/08/2024 DUE 02/04/2025	U.S. Treasuries	—	$9K	$9K	<0.1%
UNITED STATES TREASURY BILLS DTD 09/05/2024 DUE 03/06/2025	U.S. Treasuries	—	$9K	$9K	<0.1%
UNITED STATES TREASURY BILLS DTD 06/13/2024 DUE 06/12/2025	U.S. Treasuries	—	$8K	$8K	<0.1%
WILMINGTON TR COLLECTIVE INVT TR CLEARBRIDGE INTL GROWTH CIT UNIT CL	Common Collective Trusts	—	$6K	$8K	<0.1%
UNITED STATES TREASURY BILLS DTD 10/31/2024 DUE 05/01/2025	U.S. Treasuries	—	$8K	$8K	<0.1%
ARENA SHORT DURATION HIGH YIELD FUND LP	Other securities	—	$4K	$7K	<0.1%
UNITED STATES TREASURY BONDS DTD 08/15/2023 4.125% 08/15/2053	U.S. Treasuries	—	$7K	$6K	<0.1%
SUSTAINABLE GROWTH FOREST INVESTMENT ADVISORS	Other securities	—	$4K	$6K	<0.1%
UNITED STATES TREASURY BONDS DTD 08/15/2024 4.250% 08/15/2054	U.S. Treasuries	—	$6K	$6K	<0.1%
ALLSPRING CORE BOND CIT F	Common Collective Trusts	—	$5K	$6K	<0.1%
UNITED STATES TREASURY BILLS DTD 03/21/2024 DUE 03/20/2025	U.S. Treasuries	—	$6K	$6K	<0.1%
HUNTSMAN GAY CAPITAL PARTNERS FUND, LP — LAZARD EM TOTAL RETURN DEBT FUND LP	Other securities	—	$4K	$5K	<0.1%
UNITED STATES TREASURY BONDS DTD 02/15/2024 4.250% 02/15/2054	U.S. Treasuries	—	$5K	$5K	<0.1%
MFS HERITAGE TR CO COLLECTIVE INVT TR, GLOBAL GROWTH FD CL HDB1	Common Collective Trusts	—	$2K	$5K	<0.1%
BANK OF NEW YORK MELLON EMPLOYEE BENEFIT COLLECTIVE INVT FD PLAN	Common Collective Trusts	—	$3K	$5K	<0.1%
UNITED STATES TREASURY BONDS DTD 02/15/2024 4.500% 02/15/2044	U.S. Treasuries	—	$5K	$4K	<0.1%
LAZARD / WILMINGTON MANAGED VOLATILITY COLLECTIVE TR	Common Collective Trusts	—	$3K	$4K	<0.1%
UNITED STATES TREASURY BONDS DTD 05/15/2024 4.625% 05/15/2054	U.S. Treasuries	—	$5K	$4K	<0.1%
BLUE OWL GP STAKES IV PENSION INVEST	Other securities	—	$3K	$4K	<0.1%
UNITED STATES TREASURY BONDS DTD 05/15/2023 3.625% 05/15/2053	U.S. Treasuries	—	$5K	$4K	<0.1%
SSGA S&P MIDCAP INDEX NON LENDING SER FUND CL M	Other securities	—	$3K	$4K	<0.1%
US TREAS SEC STRIPPED ZERO CPN DTD 08/15/07 11/15/2036	U.S. Treasuries	—	$4K	$4K	<0.1%
US TREAS SEC STRIPPED DTD 02/15/08 08/15/2037	U.S. Treasuries	—	$4K	$4K	<0.1%
US TREAS SEC STRIPPED DTD 08/15/08 11/15/2037	U.S. Treasuries	—	$4K	$4K	<0.1%
ACADIAN INTERNATIONAL SMALL CAP FUND	Other securities	—	$714	$3K	<0.1%
UNITED STATES TREASURY NOTES DTD 08/15/2024 3.875% 08/15/2034	U.S. Treasuries	—	$4K	$3K	<0.1%
PIMCO TACTICAL OPPORTUNITIES OFFSHORE	Other securities	—	$3K	$3K	<0.1%
ACADIAN EMERGING MARKETS EQUITY LLC	Other securities	—	$700	$3K	<0.1%
US TREASURY BOND DTD 06/01/21 2.250 05/15/2041	U.S. Treasuries	—	$5K	$3K	<0.1%
LAZARD EMERGING MARKETS EQUITY PORTFOLIO C	Other securities	—	$2K	$3K	<0.1%
STATE STREET MSCI EAFE INDEX SECURITIES LENDING FUND DB CLASS	Other securities	—	$3K	$3K	<0.1%
US TREASURY BOND DTD 05/15/09 0.000 11/15/2038	U.S. Treasuries	—	$3K	$3K	<0.1%
GLOBAL INFRASTRUCTURE PARTNERS IV	Other securities	—	$2K	$3K	<0.1%
US TREASURY BOND DTD 11/16/09 0.000 11/15/2039	U.S. Treasuries	—	$3K	$3K	<0.1%

1–50 of 2,912

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