Pivot Intermediary, Inc.'s EIN is 87-0963959.
Download the official 2024 Form 5500 (PDF) for Pivot Intermediary, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pivot Intermediary, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $19.1M | 96.1% | |
| The Standard Insurance Company Securian AM S&P 500 Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $7.0M | 35.2% | |
| Fidelity Global ex US Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2.3M | 11.7% | |
| Vanguard Intermediate Bond Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2.1M | 10.5% | |
| Vanguard Total Bond Market Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2.0M | 9.9% | |
| Vanguard Small Cap Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.8M | 9.2% | |
| Dodge & Cox Stock Investor Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.0M | 5.1% | |
| Minnesota Life Guaranteed Return Account Guaranteed interest account | Other securities | — | — | $606K | 3.0% | |
| Vanguard Mid Cap Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $548K | 2.8% | |
| Disciplined Growth Mid Cap Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $499K | 2.5% | |
| Wiliam Blair Large Cap Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $381K | 1.9% | |
| Vanguard Small Cap Growth Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $299K | 1.5% | |
| Fidelity Real Estate Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $216K | 1.1% | |
| Notes Receivable from Participants Various participants, interest rate range of 7.25% to 9.50% | Bonds / Notes | — | — | $170K | 0.9% | |
| MFS Mid Cap Value Pooled Separate Accounts | Pooled Separate Accounts | — | — | $155K | 0.8% | |
| Loomis Sayles Investment Grade Bond Pooled Separate Accounts | Pooled Separate Accounts | — | — | $141K | 0.7% | |
| Invesco Equity and Income Pooled Separate Accounts | Pooled Separate Accounts | — | — | $139K | 0.7% | |
| ClearBridge International Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $137K | 0.7% | |
| BNY Mellon Natural Resources Pooled Separate Accounts | Pooled Separate Accounts | — | — | $119K | 0.6% | |
| Fidelity Emerging Markets Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $81K | 0.4% | |
| DFA U.S. Small Cap Value Portfolio Pooled Separate Accounts | Pooled Separate Accounts | — | — | $75K | 0.4% | |
| Dodge & Cox International Stock Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $68K | 0.3% | |
| Morgan Stanley Global Fixed Income Opps Pooled Separate Accounts | Pooled Separate Accounts | — | — | $43K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
