Ismael RUIZ signed General Insurance Brokers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Insurance Brokers' EIN is 66-0448501.
Download the official 2024 Form 5500 (PDF) for General Insurance Brokers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Insurance Brokers' plan includes profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $53 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MASSMUTUAL 80/20 ALLOCATION ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $201K | 34.6% |
| MASSMUTUAL RETIRESMART BY JPM 2050 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $110K | 19.0% |
| MASSMUTUAL RETIRESMART BY JPM 2030 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $68K | 11.7% |
| MASSMUTUAL RETIRESMART JPM 2040 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $50K | 8.7% |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $31K | 5.4% |
| MASS MUTUAL RETIRE SMART JPM 2055 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $25K | 4.2% |
| MASS MUTUAL BLUE CHIP GROWTH ADM MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $19K | 3.4% |
| AMERICAN FUNDS CAPITAL WORLD R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $15K | 2.5% |
| EMPOWER S&P MID CAP 400 INDEX EMPOWER FUNDS · EIN 84-0876044 / PN 000 | Pooled Separate Account | $13K | 2.2% |
| MASSMUTUAL RETIRESMART BY JPM 2060 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $12K | 2.2% |
| EMPOWER SP SMALL CAP 600 INDEX INV EMPOWER FUNDS · EIN 84-0876044 / PN 000 | Pooled Separate Account | $9K | 1.6% |
| MASS MUTUAL TOTAL RETURN BOND ADM MASS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $8K | 1.4% |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $7K | 1.2% |
| INVESCO REAL ESTATE R5 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4K | 0.6% |
| MFS GOVERMENT SECURITIES MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3K | 0.6% |
| MACQUARIE EMERGING MARKETS INST MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3K | 0.5% |
| MASS MUTUAL OVERSEAS ADM MASSMTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1K | 0.2% |
| MASS MUTUAL 20/80 ALLOCATION ADMIN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $135 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $2K | — |
