Rocky Mountain College's EIN is 81-0235407.
Download the official 2024 Form 5500 (PDF) for Rocky Mountain College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocky Mountain College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $158 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO | — | ST LOUIS, MO | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $8.6M | 26.3% | |
| TIAA-CREF * CREF Stock Registered investment companies N/A | Mutual Funds | — | — | $4.9M | 15.1% | |
| TIAA Traditional, non fully benefit-responsive Investment contract N/A | Mutual Funds | — | — | $4.3M | 13.1% | |
| CREF Equity Index Registered investment companies N/A | Common Collective Trusts | — | — | $3.1M | 9.4% | |
| CREF Growth Registered investment companies N/A | Mutual Funds | — | — | $2.5M | 7.8% | |
| Empower * American Funds Growth Fund of Amer R3 Variable annuity subaccount N/A | Mutual Funds | — | — | $1.6M | 4.9% | |
| CREF Social Choice Registered investment companies N/A | Mutual Funds | — | — | $1.2M | 3.6% | |
| Blackrock Equity Dividend Inv A Variable annuity subaccount N/A | Other securities | — | — | $1.1M | 3.3% | |
| American Funds American Balanced R3 Variable annuity subaccount N/A | Mutual Funds | — | — | $1.1M | 3.3% | |
| CREF Global Equities Registered investment companies N/A | Mutual Funds | — | — | $1.0M | 3.2% | |
| S&P 500 Registered investment companies N/A | Common Collective Trusts | — | — | $772K | 2.4% | |
| Franklin Mutual Global Discovery A Variable annuity subaccount N/A | Mutual Funds | — | — | $719K | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $718K | 2.2% | |
| Pioneer Strategic Income A Variable annuity subaccount N/A | Other securities | — | — | $698K | 2.1% | |
| JPMorgan Large Cap Growth A Variable annuity subaccount N/A | Other securities | — | — | $655K | 2.0% | |
| CREF Money Market Registered investment companies N/A | Mutual Funds | — | — | $642K | 2.0% | |
| CREF Inflation-Linked Bond Registered investment companies N/A | Mutual Funds | — | — | $519K | 1.6% | |
| Columbia Seligman Tech & Info A Variable annuity subaccount N/A | Other securities | — | — | $514K | 1.6% | |
| Russell MC Idx Inv Registered investment companies N/A | Common Collective Trusts | — | — | $496K | 1.5% | |
| Nuveen Int Eq Index - RTMT Registered investment companies N/A | Mutual Funds | — | — | $458K | 1.4% | |
| Nuveen Lifecycle 2045 Registered investment companies N/A | Mutual Funds | — | — | $439K | 1.3% | |
| Talcott Resolution Life Insurance Company, non fully benefit-responsive Investment contract N/A | Common Stocks | — | — | $424K | 1.3% | |
| Nuveen Lifecycle 2035 Registered investment companies N/A | Mutual Funds | — | — | $404K | 1.2% | |
| CREF Core Bond Registered investment companies N/A | Mutual Funds | — | — | $349K | 1.1% | |
| Calvert Bond A Variable annuity subaccount N/A | U.S. Treasuries | — | — | $315K | 1.0% | |
| TIAA Traditional, fully benefit-responsive Fixed dollar annuity contract N/A | Mutual Funds | — | — | $305K | 0.9% | |
| JPMorgan Small Cap Equity A Variable annuity subaccount N/A | Other securities | — | — | $296K | 0.9% | |
| Russell 2000 Small Cap - Ishares Registered investment companies N/A | Common Collective Trusts | — | — | $256K | 0.8% | |
| Davis NY Venture A Variable annuity subaccount N/A | Other securities | — | — | $240K | 0.7% | |
| Nuveen Emergency Mkt Index - RTMT Registered investment companies N/A | Mutual Funds | — | — | $227K | 0.7% | |
| Blackrock Lifepath® Dyn 2030 Inv A Variable annuity subaccount N/A | Other securities | — | — | $218K | 0.7% | |
| MFS Utilities R3 Variable annuity subaccount N/A | Mutual Funds | — | — | $208K | 0.6% | |
| Nuveen Lifecycle 2030 Registered investment companies N/A | Mutual Funds | — | — | $204K | 0.6% | |
| Nuveen Bond Index Registered investment companies N/A | Mutual Funds | — | — | $198K | 0.6% | |
| PGIM High Yield Fund Class R4 Registered investment companies N/A | Other securities | — | — | $191K | 0.6% | |
| PIMCO Real Return A Variable annuity subaccount N/A | Mutual Funds | — | — | $173K | 0.5% | |
| Blackrock LifePath® Dyn 2040 Inv A Variable annuity subaccount N/A | Other securities | — | — | $169K | 0.5% | |
| Nuveen Lifecycle 2020 Registered investment companies N/A | Mutual Funds | — | — | $166K | 0.5% | |
| Virtus Ceredex Mid-Cap Value Equity A Variable annuity subaccount N/A | Other securities | — | — | $150K | 0.5% | |
| Nuveen Large Cap Growth Registered investment companies N/A | Mutual Funds | — | — | $133K | 0.4% | |
| Virtus Ceredex Small-Cap Value EQ A Variable annuity subaccount N/A | Other securities | — | — | $110K | 0.3% | |
| Thornburg International Equity R3 Variable annuity subaccount N/A | Other securities | — | — | $89K | 0.3% | |
| Blackrock Lifepath® Dyn Ret Inv A Variable annuity subaccount N/A | Other securities | — | — | $83K | 0.3% | |
| Goldman Sachs GQG Partltl Op R6 Registered investment companies N/A | Other securities | — | — | $49K | 0.1% | |
| Goldman Sachs Government Income A Variable annuity subaccount N/A | Other securities | — | — | $43K | 0.1% | |
| Templeton Global Bond A Variable annuity subaccount N/A | Mutual Funds | — | — | $32K | <0.1% | |
| Blackrock Lifepath® Dyn 2050 Inv A Variable annuity subaccount N/A | Other securities | — | — | $27K | <0.1% | |
| Invesco Real Estate A Variable annuity subaccount N/A | Mutual Funds | — | — | $26K | <0.1% | |
| BNY Mellon Worldwide Growth Registered investment companies N/A | Other securities | — | — | $20K | <0.1% | |
| Nuveen Lifecycle 2025 Registered investment companies N/A | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
