Superior Insurance Partners, LLC's EIN is 85-1889503.
Download the official 2024 Form 5500 (PDF) for Superior Insurance Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Superior Insurance Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC. | 51-6041053 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2050 Ins | Mutual Funds | — | — | $623K | 13.8% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | — | $578K | 12.8% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | — | $475K | 10.5% | |
| Capital Research and Mgmt Co American Funds US Gov MM R6 Fd | Mutual Funds | — | — | $428K | 9.5% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | — | $340K | 7.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $333K | 7.4% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | — | $313K | 6.9% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | — | $266K | 5.9% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | — | $210K | 4.7% | |
| BlackRock Advisors, LLC BlackRock Focus Growth K Fund | Other securities | — | — | $96K | 2.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Div MC Gr I Fd | Common Stocks | — | — | $83K | 1.8% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | — | $81K | 1.8% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | — | $79K | 1.7% | |
| Nuveen Asset Management Nuveen Div Gwth R6 Fd | Mutual Funds | — | — | $77K | 1.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $45K | 1.0% | |
| Franklin Templeton Investments Franklin Core Plus Bd R6 Fund | Mutual Funds | — | — | $40K | 0.9% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $37K | 0.8% | |
| Putnam Investment Mgmt Co. Putnam Global Tech R6 Fund | Mutual Funds | — | — | $35K | 0.8% | |
| iShs Russ 2000 SC Index K Fund | Other securities | — | — | $29K | 0.6% | |
| Charles Schwab Investment Mgmt. Schwab U.S. Mid-Cap Index Fd | Mutual Funds | — | — | $28K | 0.6% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Hlth Sci I Fd | Common Stocks | — | — | $22K | 0.5% | |
| PRIN SMALL-MIDCAP DIV SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 138 | Pooled Separate Account | — | — | $21K | 0.5% | |
| Fidelity Management & Research Fidelity Adv Intl Sm Cp Z Fd * 561 Goldman Sachs Asset Mgt Goldman Sachs Emrg Mkts Eq R6 | Mutual Funds | — | — | $20K | 0.5% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Grth Stk I Fnd | Common Stocks | — | — | $19K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $18K | 0.4% | |
| Amundi Asset Management Pioneer Equity Income K Fund | Other securities | — | — | $15K | 0.3% | |
| Capital Research and Mgmt Co Am Fd Intl Growth & Inc R6 Fd | Common Stocks | — | — | $13K | 0.3% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | — | $12K | 0.3% | |
| First Eagle Mutual Funds First Eagle Gold R6 Fund | Other securities | — | — | $11K | 0.2% | |
| John Hancock Advisors, LLC John Hancock Disc Vl R6 Fund | Other securities | — | — | $8K | 0.2% | |
| Lord Abbett & Co, LLC Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Federated Investment Mgmt. Fed Hermes MDT Sm Cp Grw R6 Fd | Other securities | — | — | $4K | <0.1% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Legg Mason Institutional Funds ClearBridge Intl Grth IS Fd | Other securities | — | — | $4K | <0.1% | |
| DoubleLine Capital LP DoubleLine Totl Rtrn Bnd R6 Fd | Other securities | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Hartford Mutual Funds Hartford Int'l Value R6 Fund | Other securities | — | — | $3K | <0.1% | |
| American Century Inv. Mgmt. Am Cent Infla Adj Bond R6 Fd | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
