Ronald Scott signed Ute Mountain Ute Tribe's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ute Mountain Ute Tribe's EIN is 84-0404385.
Download the official 2023 Form 5500 (PDF) for Ute Mountain Ute Tribe from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ute Mountain Ute Tribe's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | BUFFALO, NY | CONTRACT ADMINISTRATOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MYWAYRETIREMENT INDEX 2030 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 22.5% |
| MYWAYRETIREMENT 2035 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.0M | 20.5% |
| MYWAYRETIREMENT 2025 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $730K | 14.9% |
| MYWAYRETIREMENT INDEX 2040 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $603K | 12.3% |
| MYWAYRETIREMENT 2045 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $526K | 10.8% |
| MYWAYRETIREMENT 2055 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $276K | 5.7% |
| MYWAYRETIREMENT 2050 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $205K | 4.2% |
| MYWAYRETIREMENT 2060 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $136K | 2.8% |
| MYWAYRETIREMENT INDEX RETIREMENT JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $132K | 2.7% |
| MYWAYRETIREMENT COMMODITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $75K | 1.5% |
| MYWAYRETIREMENT INDEX 2065 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.5% |
| MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.3% |
| BLACKROCK EAFE EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.2% |
| BLACKROCK MID CAP EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | 0.1% |
| BLACKROCK RUSSELL 2000 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| BLACKROCK EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.1% |
| MYWAYRETIREMENT BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $338 | <0.1% |
| MYWAYRETIREMENT INTERNATIONAL GROWT JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $187 | <0.1% |
| BLACKROCK U.S. TIPS INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $147 | <0.1% |
