Bradley Gipson signed Bear River Mutual Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bear River Mutual Insurance Company's EIN is 87-0114580.
Download the official 2024 Form 5500 (PDF) for Bear River Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bear River Mutual Insurance Company's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 82-3719843 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | — | AUSTIN, TX | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S / ETFs Vanguard 500 Index #540 ADM | Mutual Funds | — | $2.0M | $4.0M | 32.6% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | $4.4M | $3.8M | 31.6% | |
| DFA Int'l Core Equity Port Fd #306 | Mutual Funds | — | $1.2M | $1.7M | 14.0% | |
| SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | $646K | $1.2M | 10.1% | |
| Pimco All Asset Fund Instl Fd #034 | Mutual Funds | — | $574K | $586K | 4.8% | |
| DFA Emerg Mkts Core Equity Fund #272 | Mutual Funds | — | $407K | $566K | 4.7% | |
| IAM Bank Sweep Various On Demand | Other securities | — | $241K | $241K | 2.0% |
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 |
|---|---|---|---|---|---|
| THE CONCORD ADVISORY GROUP, LTD. | — | PRINCETON, NJ | NONE | $17K | — |
| L.M. HENDERSON & COMPANY, LLC | 20-5520612 | — | NONE | $11K | — |
| PNC | 22-1146430 | — | NONE | $10K | — |
