Laura KUHN signed Bisgp's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bisgp's EIN is 83-0853790.
Download the official 2023 Form 5500 (PDF) for Bisgp from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bisgp'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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | — | KANSAS CITY, MO | INVESTMENT ADVISOR | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Trust A | Mutual Funds | — | — | $8.8M | 17.1% | |
| T Rowe Price Retirement 2040 Trust A | Mutual Funds | — | — | $6.4M | 12.4% | |
| T Rowe Price Retirement 2035 Trust A | Mutual Funds | — | — | $6.3M | 12.1% | |
| T Rowe Price Retirement 2025 Trust A | Mutual Funds | — | — | $5.3M | 10.3% | |
| T Rowe Price Retirement 2050 Trust A | Mutual Funds | — | — | $3.5M | 6.7% | |
| T Rowe Price Retirement 2045 Trust A | Mutual Funds | — | — | $3.1M | 5.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 4.3% | |
| Putnam Stable Value Fund | Stable Value | — | — | $2.0M | 3.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 3.3% | |
| T Rowe Price Retirement 2060 Trust A | Mutual Funds | — | — | $1.4M | 2.8% | |
| T Rowe Price Retirement 2055 Trust A | Mutual Funds | — | — | $1.4M | 2.7% | |
| Fidelity International Index | Mutual Funds | — | — | $1.2M | 2.4% | |
| T Rowe Price Retirement 2020 Trust A | Mutual Funds | — | — | $1.1M | 2.2% | |
| maturing through May 2028 | Other securities | — | — | $1.1M | 2.1% | |
| MFS Growth R6 | Mutual Funds | — | — | $1.0M | 2.0% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $778K | 1.5% | |
| Clearbridge International Growth I | Other securities | — | — | $719K | 1.4% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $627K | 1.2% | |
| Great-West T. Rowe Price Mid Cap Growth Institutional | Other securities | — | — | $476K | 0.9% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $419K | 0.8% | |
| T Rowe Price Retirement 2015 Trust A | Mutual Funds | — | — | $416K | 0.8% | |
| Dreyfus Government Cash Management Institutional | Mutual Funds | — | — | $409K | 0.8% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $409K | 0.8% | |
| American Century US Value Yield EQ TR E | Other securities | — | — | $274K | 0.5% | |
| American Beacon Small Cap Value R5 | Other securities | — | — | $274K | 0.5% | |
| T Rowe Price Retirement 2010 Trust A | Mutual Funds | — | — | $170K | 0.3% | |
| Columbia Trust Emerging Markets Fund A | Other securities | — | — | $94K | 0.2% | |
| Lord Abbett Total Return R6 | Mutual Funds | — | — | $49K | <0.1% | |
| Invesco International Small-Mid Company R6 | Mutual Funds | — | — | $28K | <0.1% | |
| SIA-CDJ MID CAP VALUE MASSACHUSETTS MUTUAL LIFE INSURNACE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-CI CORE GROWTH MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-DH PREMIER HIGH YIELD MASSACHUSETTS MUTUAL LIFE INSURNACE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-DO MM SEL T. ROWE PRICE RET 201 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-EO MM SEL T. ROWE PRICE RET 202 MASSACHUSETTS MUTAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-FO MM SEL T. ROWE PRICE RET 203 MASSACHUSETTS MUTAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-GB SEL SM CAP VAL EQ MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-VA EQUITY & INCOME MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-WP GROWTH MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SIA-X MM S&P 500 INDEX MASSACHUSETTS LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
