Sonya Leckner signed Morrison-Maierle, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrison-Maierle, Inc.'s EIN is 81-0217149.
Download the official 2024 Form 5500 (PDF) for Morrison-Maierle, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrison-Maierle, Inc.'s plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF MONTANA | 36-1236610 | — | NONE | $1.2M | — |
| IT STARTS WITH ME HEALTH | 20-1378738 | — | NONE | $35K | — |
| TURNER CONSULTING | 26-2178231 | — | NONE | $30K | — |
| VISION SERVICE PLAN | 06-1227840 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Class A | Other securities | — | $557K | $519K | 21.8% | |
| D.A. Davidson & Co. Lord Abbett - Short Duration Income Fund - Class A | Mutual Funds | — | $557K | $519K | 21.8% | |
| D.A. Davidson & Co. Vanguard Federal Money Market Investor CL | Mutual Funds | — | $465K | $465K | 19.5% | |
| D.A. Davidson & Co. Vanguard Federal Money Market Investor CL | Mutual Funds | — | — | $280K | 11.7% | |
| D.A. Davidson & Co. Lord Abbett - Ultra Short Bond Fund - Class A | U.S. Treasuries | — | $262K | $263K | 11.0% | |
| Party Involved Maturity in Case of a Loan) Price Transaction of Asset Date or (Loss) D.A. Davidson & Co. UBS Bank USA | Common Stocks | — | — | $250K | 10.5% | |
| D.A. Davidson & Co. Enerbank USA Certificate of Deposit - Maturity Date 9/12/2025 - 1.850%. | Bonds / Notes | — | $200K | $197K | 8.2% | |
| D.A. Davidson & Co. Bank Insured Deposit Program - 0.01% | Bonds / Notes | — | $12K | $12K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $29K |
| — |
| KCOE ISOM | 94-2222122 | — | NONE | $19K | — |
| PINION LLC | 48-0567703 | KANSAS CITY, MO | NONE | $7K | — |
| OPTUM FINANCIAL INC | 47-0858534 | — | NONE | $7K | — |
| RANDALL & HURLEY | 91-1661080 | — | NONE | $5K | — |
