Glenn Byrum signed Mountain Island Charter School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain Island Charter School's EIN is 80-0467949.
Download the official 2023 Form 5500 (PDF) for Mountain Island Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mountain Island Charter School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $548 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0345811 |
| — |
| NONE |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.9M | 97.3% | |
| TIAA-CREF Lifecycle Idx 2040 I | Common Collective Trusts | — | — | $412K | 10.2% | |
| TIAA-CREF Lifecycle Idx 2050 I | Common Collective Trusts | — | — | $357K | 8.9% | |
| American Funds Fundamental Invs R6 | Mutual Funds | — | — | $342K | 8.5% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $305K | 7.6% | |
| T.Rowe Price Bluechip Grth I | Other securities | — | — | $297K | 7.4% | |
| Ishares Russell Midcap Index K | Other securities | — | — | $272K | 6.8% | |
| TIAA-CREF Lifecycle Idx 2045 I | Common Collective Trusts | — | — | $262K | 6.5% | |
| Goldman Sachs Int EQ Insi R6 | Other securities | — | — | $231K | 5.7% | |
| TIAA-CREF Lifecycle Idx 2035 I | Common Collective Trusts | — | — | $197K | 4.9% | |
| JPMORGAN US SMALL COMPANY R6 MUTUAL FUND SHARES 0 | Common Stocks | — | — | $185K | 4.6% | |
| Victory Triv Int Sm-Cp R6 | Other securities | — | — | $169K | 4.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $165K | 4.1% | |
| TIAA-CREF Lifecycle Idx 2055 I | Common Collective Trusts | — | — | $131K | 3.3% | |
| TIAA-CREF Lifecycle Idx 2030 I | Common Collective Trusts | — | — | $104K | 2.6% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $101K | 2.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $95K | 2.3% | |
| TIAA-CREF Lifecycle Idx 2060 I | Common Collective Trusts | — | — | $74K | 1.8% | |
| TIAA-CREF Lifecycle Idx 2025 I | Common Collective Trusts | — | — | $63K | 1.6% | |
| TIAA-CREF Lifecycle Idx 2065 I | Common Collective Trusts | — | — | $40K | 1.0% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $29K | 0.7% | |
| TIAA-CREF Lifecycle Idx 2020 I | Common Collective Trusts | — | — | $26K | 0.6% | |
| TIAA-CREF Intl Eqty Indx Instl | Mutual Funds | — | — | $23K | 0.6% | |
| NUVEEN INTL EQ IDX R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $23K | 0.6% | |
| PARTICIPANTS LOANS 5.25% TO 5.25% 0 | Bonds / Notes | — | — | $21K | 0.5% | |
| Fidelity SM Cap Index | Mutual Funds | — | — | $18K | 0.4% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $8K | 0.2% | |
| TIAA-CREF Lifecycle Idx 2015 I | Common Collective Trusts | — | — | $8K | 0.2% | |
| Janus Henderson Small Cap Val N | Mutual Funds | — | — | $5K | 0.1% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $4K | <0.1% | |
| EMPOWER GENERAL ACCOUNT 0 | Other securities | — | — | $3K | <0.1% | |
| Talcott Resolution Life Insurance Company GIC Fixed Account | Stable Value | — | — | $3K | <0.1% | |
| SEPARATE ACCOUNT II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $94 | <0.1% |
