Mike Tibolet signed Integrated Specialty Coverages, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrated Specialty Coverages, LLC's EIN is 83-1871538.
Download the official 2024 Form 5500 (PDF) for Integrated Specialty Coverages, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrated Specialty Coverages, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | — | MORRISTOWN, NJ | INVESTMENT ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $7.9M | 38.2% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $1.9M | 9.1% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $916K | 4.4% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $733K | 3.6% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $728K | 3.5% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $630K | 3.1% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $590K | 2.9% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $581K | 2.8% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $527K | 2.6% | |
| T. Rowe Price Global Stock I Mutual Funds | Other securities | — | — | $475K | 2.3% | |
| Blackrock Technology Opportunities K Mutual Funds | Other securities | — | — | $364K | 1.8% | |
| 2025 to 2034. | Other securities | — | — | $339K | 1.6% | |
| SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $322K | 1.6% | |
| STATE ST TARGET RET 2065 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 326 | Common Collective Trust | — | — | $255K | 1.2% | |
| Fidelity Advisor Strategic Income Z Mutual Funds | Mutual Funds | — | — | $209K | 1.0% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $193K | 0.9% | |
| Fidelity Adv Balanced Z Mutual Funds | Mutual Funds | — | — | $187K | 0.9% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $181K | 0.9% | |
| Ei Fixed Account - Series Class I Fixed Annuities | Other securities | — | — | $178K | 0.9% | |
| Jpmorgan Us Equity R6 Mutual Funds | Other securities | — | — | $168K | 0.8% | |
| Ishares U.S. Aggregate Bond Index K Mutual Funds | Other securities | — | — | $143K | 0.7% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $125K | 0.6% | |
| Fidelity Advisor Energy Z Mutual Funds | Mutual Funds | — | — | $85K | 0.4% | |
| American Funds Bond Fund Of Amer R6 Mutual Funds | Mutual Funds | — | — | $83K | 0.4% | |
| Pgim Us Real Estate R6 Mutual Funds | Other securities | — | — | $77K | 0.4% | |
| Blackrock Advantage Small Cap Core K Mutual Funds | Other securities | — | — | $75K | 0.4% | |
| Fidelity Advisor Biotechnology Z Mutual Funds | Mutual Funds | — | — | $70K | 0.3% | |
| Janus Henderson Contrarian N Mutual Funds | Mutual Funds | — | — | $68K | 0.3% | |
| Fidelity Emerging Markets Index Mutual Funds | Mutual Funds | — | — | $63K | 0.3% | |
| Jpmorgan Us Sustainable Leaders R6 Mutual Funds | Other securities | — | — | $53K | 0.3% | |
| Pimco High Yield Spectrum Instl Mutual Funds | Mutual Funds | — | — | $53K | 0.3% | |
| Fidelity Advisor Health Care Z Mutual Funds | Mutual Funds | — | — | $47K | 0.2% | |
| T Rowe Price Financial Services I Mutual Funds | Mutual Funds | — | — | $31K | 0.1% | |
| Blackrock International K Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| Blackrock Emerging Mkts K Mutual Funds | Other securities | — | — | $7K | <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 |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | MOBILE, AL | CONTRACT ADMINISTRATOR | $5K | — |
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | FRANKLIN SQUARE, NY | CONTRACT ADMINISTRATOR | $860 | — |
