BRAD 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 self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $2.3M | 12.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $2.3M | 12.6% | |
| Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $2.2M | 11.7% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $1.3M | 7.3% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $1.3M | 6.8% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.2M | 6.3% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.0M | 5.6% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $598K | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $494K | 2.7% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $475K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $472K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $471K | 2.6% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $413K | 2.2% | |
| Fidelity Investments Fidelity Total Bond Fund | Mutual Funds | — | — | $365K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $289K | 1.6% | |
| Direxion Daily S&P 500 Bull and Bear 3X Shares | Common Collective Trusts | — | — | $281K | 1.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $257K | 1.4% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $249K | 1.4% | |
| Fidelity Investments Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $243K | 1.3% | |
| s/ETFs Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $235K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $235K | 1.3% | |
| Columbia Dividend Income Fund | Other securities | — | — | $228K | 1.2% | |
| Touchstone Large Cap Focused Fund | Other securities | — | — | $219K | 1.2% | |
| Notes receivable from participants 4.5% rate of interest; maturing through 2032 | Bonds / Notes | — | — | $217K | 1.2% | |
| Oakmark Equity and Income Fund | Other securities | — | — | $198K | 1.1% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $170K | 0.9% | |
| Hartford Schroders Hartford Schroders Emerging Markets Equity Fund | Other securities | — | — | $167K | 0.9% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $163K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $110K | 0.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $66K | 0.4% | |
| Summit Global Investments SGI Prudent Growth Fund | Other securities | — | — | $45K | 0.2% | |
| Fidelity Investments Fidelity Government Cash Reserves | Mutual Funds | — | — | $45K | 0.2% | |
| Victory Government Securities Fund | Other securities | — | — | $44K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $26K | 0.1% | |
| Principal Finance Group PFG Fidelity Institutional AM Equity Sector Strategy Fund | Mutual Funds | — | — | $15K | <0.1% | |
| Principal Finance Group PFG Fidelity Institutional AM & Equity Index Strategy Fund | Common Collective Trusts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
