JILL Hudson signed Claims Management Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Claims Management Resources, Inc.'s EIN is 73-1399656.
Download the official 2024 Form 5500 (PDF) for Claims Management Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Claims Management Resources, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $5.3M | 47.6% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $2.4M | 21.7% | |
| BOKF, NA Retirement 2040 Fund | Other securities | — | — | $1.7M | 15.6% | |
| BOKF, NA Retirement 2050 Fund | Other securities | — | — | $969K | 8.7% | |
| BOKF, NA Retirement 2060 Fund | Other securities | — | — | $818K | 7.4% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $757K | 6.8% | |
| BOKF, NA Retirement 2030 Fund | Other securities | — | — | $751K | 6.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $632K | 5.7% | |
| BOKF, NA Retirement 2020 Fund | Other securities | — | — | $570K | 5.1% | |
| Cavanal Hill Government Securities Money Market Fund | Cash / Money Market | — | — | $466K | 4.2% | |
| BOKF, NA Retirement 2070 Fund | Other securities | — | — | $415K | 3.7% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $327K | 2.9% | |
| various maturities - | Other securities | — | — | $310K | 2.8% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $286K | 2.6% | |
| Self-directed brokerage accounts Various units | Self-Directed Brokerage | — | — | $205K | 1.8% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $165K | 1.5% | |
| MFS Value Fund | Mutual Funds | — | — | $102K | 0.9% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $45K | 0.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $41K | 0.4% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $31K | 0.3% | |
| BOKF, NA Retirement Conservative Fund | Other securities | — | — | $29K | 0.3% | |
| American Beacon International Equities | Other securities | — | — | $22K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
