Brian McDonald signed Refinery Terminal Fire Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Refinery Terminal Fire Company's EIN is 74-1073223.
Download the official 2024 Form 5500 (PDF) for Refinery Terminal Fire Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Refinery Terminal Fire Company'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 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 42-0941553 | — | RIA | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.1M | 94.7% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 30.5% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 16.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 15.9% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 10.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $306K | 2.9% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 2.6% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $156K | 1.5% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $136K | 1.3% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $129K | 1.2% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 1.0% | |
| DFA US LARGE COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $100K | 0.9% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 0.9% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $94K | 0.9% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $86K | 0.8% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 0.8% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.6% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 0.6% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.6% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.5% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.5% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.4% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.4% | |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
