Sarah Lalli signed Carrier Global Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carrier Global Corporation's EIN is 83-4051582.
Download the official 2024 Form 5500 (PDF) for Carrier Global Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT HR SERVICES | — | SECAUCUS, NJ | NONE | $348K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| WILLIS TOWERS GRP TRUST LONG CREDIT TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 004 | Common Collective Trust | — | $81.3M | $71.5M | 33.3% | |
| STATE ST DAILY MSCI USA INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 208 | Common Collective Trust | — | $24.4M | $49.6M | 23.1% | |
| STATE STREET MSCI ACWI INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 239 | Common Collective Trust | — | $19.0M | $24.8M | 11.5% | |
| STATE ST LONG US GOVT BOND INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | $33.0M | $21.5M | 10.0% | |
| TSY U.S. 25+ YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $38.1M | $14.0M | 6.5% | |
| - (g) Net Gainor (Loss) $ - (f) Date | Other securities | — | — | $11.6M | 5.4% | |
| Bank of New York Mellon EB TEMP INV FD | Other securities | — | $8.8M | $8.8M | 4.1% | |
| EB TEMPORARY INVESTMENT FUND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $8.8M | 4.1% | |
| STATE ST INTERMED U.S. GOVT BOND IN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 281 | Common Collective Trust | — | $7.4M | $7.3M | 3.4% | |
| BLACKROCK TSY U.S. 20 YR NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $9.2M | $4.7M | 2.2% | |
| BLACKROCK TSY U.S. 15 YR NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $9.4M | $4.6M | 2.1% | |
| BLACKROCK TSY US 10 YR NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $8.2M | $4.5M | 2.1% | |
| BLACKROCK TREAS US 5 YR KEY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $3.9M | $3.4M | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLACKROCK INSTITUTIONAL TRUST COMP | 94-3112180 | — | NONE | $34K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $414K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $62K | — |
