Donna Wilhoit signed HUB International Limited's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HUB International Limited's EIN is 75-3243028.
Download the official 2024 Form 5500 (PDF) for HUB International Limited from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HUB International Limited's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $1.2M | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $775K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| NONE |
| $146K |
| — |
| CROWE LLP | — | SOUTH BEND, IN | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $210.4M | 13.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $123.3M | 7.8% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities Fund Class I # | Other securities | — | — | $109.7M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $102.7M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $95.7M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $94.9M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $88.3M | 5.6% | |
| STATE ST US BOND INDEX SL CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $78.3M | 5.0% | |
| State Street State St Gbl All Cap Equity ex-U.S. Index – Class K # | Other securities | — | — | $77.2M | 4.9% | |
| STATE ST GLOBAL ALLCP EQ EX-US IDX STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $77.2M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $65.7M | 4.2% | |
| Vanguard Equity Income – Admiral Shares # | Mutual Funds | — | — | $64.1M | 4.1% | |
| State Street State St S&P Midcap Index Fund – Class XIV # | Common Collective Trusts | — | — | $59.2M | 3.8% | |
| STATE ST S&P MID CAP INDX SL CL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $59.2M | 3.8% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 001 | Common Collective Trust | — | — | $59.0M | 3.7% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $49.8M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $40.5M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $35.7M | 2.3% | |
| Self-directed brokerage accounts * Various Empower SDB Securities # | Self-Directed Brokerage | — | — | $24.7M | 1.6% | |
| BLACKROCK MID CAP GROWTH EQUITY FD BLACKROCK · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $24.5M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $20.7M | 1.3% | |
| * Empower MFS International Growth Equity Fund # | Pooled Separate Accounts | — | — | $20.4M | 1.3% | |
| 3.25% to 9.50%, maturities through July 2043) | Bonds / Notes | — | — | $16.5M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $12.9M | 0.8% | |
| Lord Abbett Lord Abbett Bond Debenture Fund Class R6 # | U.S. Treasuries | — | — | $11.9M | 0.8% | |
| BlackRock High Yield Bond Portfolio Institutional Shares # | Mutual Funds | — | — | $9.3M | 0.6% | |
| Virtus Fund Advisors Virtus Ceredex Mid-Cap Value Equity Fund Class R6 # | Other securities | — | — | $9.0M | 0.6% | |
| T. Rowe Price T. Rowe Price International Discovery Fund Class I # | Other securities | — | — | $8.1M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.4% | |
| Invesco Advisers, Inc. Invesco Developing Markets R6 # | Mutual Funds | — | — | $3.9M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| Columbia Threadneedle Columbia Overseas Value Inst 3 # | Other securities | — | — | $3.5M | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCED TR T.ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.2% | |
| COHEN & STEERS GLOBAL REALTY CIT CL COHEN & STEERS REALTY SHARES · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.2M | 0.1% | |
| Management Co LLC PIMCO Commodity Real Return Strategy Instl # | Mutual Funds | — | — | $1.7M | 0.1% | |
| Vanguard Federal Money Market Fund # | Mutual Funds | — | — | $1.2M | <0.1% | |
| Notes receivable from participants * Notes receivable from Notes receivable from participants, net of deemed participants | Other securities | — | — | $1.1M | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $659K | <0.1% |
