Bradley G. Kuebler signed Milliman's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milliman's EIN is 91-0675641.
Download the official 2024 Form 5500 (PDF) for Milliman from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milliman'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $151K | — |
| COOK STREET CONSULTING | 84-0854432 | — | NONE | $125K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $26K | — |
| MILLIMAN, INC. | 91-0675641 | — | EMPLOYER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional 500 Index Trust Collective trust fund | Common Collective Trusts | — | — | $731.7M | 34.5% | |
| Vanguard Institutional Extended Market Index Trust Collective trust fund | Common Collective Trusts | — | — | $294.9M | 13.9% | |
| T.ROWE PRICE STABLE VALUE COMMON Q T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $159.4M | 7.5% | |
| Vanguard Total International Stock Index Trust Collective trust fund | Common Collective Trusts | — | — | $122.1M | 5.8% | |
| American Funds EuroPacific Growth Fund R6 Registered investment company | Mutual Funds | — | — | $115.7M | 5.5% | |
| United Trust Funds Wealth Preservation Strategy Target Risk Moderate Collective trust fund | Common Collective Trusts | — | — | $106.0M | 5.0% | |
| UNIFIED TRUST COMPANY, N.A. UNIFIED TRUST WEALTH PRES STRAT TARGET MOD CIF · EIN 27-7085274 / PN 205 | Common Collective Trust | — | — | $106.0M | 5.0% | |
| United Trust Funds Wealth Preservation Strategy Target Risk Growth Collective trust fund | Common Collective Trusts | — | — | $103.9M | 4.9% | |
| UNIFIED TRUST COMPANY, N.A. UNIFIED TRUST WEALTH PRES STRAT TARGET GROWTH CIF · EIN 27-7085274 / PN 204 | Common Collective Trust | — | — | $103.9M | 4.9% | |
| US DEBT INDEX FUND M BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $72.8M | 3.4% | |
| MetWest Total Return Bond Fund Collective trust fund | Common Collective Trusts | — | — | $71.7M | 3.4% | |
| American Funds New World R6 Registered investment company | Mutual Funds | — | — | $60.9M | 2.9% | |
| United Trust Funds Wealth Preservation Strategy Target Risk Conservative Collective trust fund | Common Collective Trusts | — | — | $58.4M | 2.8% | |
| UNIFIED TRUST COMPANY, N.A. UNIFIED TRUST WEALTH PRES STRAT TARGET CONS CIF · EIN 27-7085274 / PN 203 | Common Collective Trust | — | — | $58.4M | 2.8% | |
| US TREASURY INFLATION PROTECTED SEC BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-4543968 / PN 001 | Common Collective Trust | — | — | $40.1M | 1.9% | |
| Deutsche Global Infrastructure Institutional Registered investment company | Common Stocks | — | — | $36.4M | 1.7% | |
| DFA Global Real Estate Securities Portfolio Registered investment company | Mutual Funds | — | — | $32.7M | 1.5% | |
| Blackrock High Yield Bond Registered investment company | Common Stocks | — | — | $28.1M | 1.3% | |
| PIMCO All Asset Fund Institutional Registered investment company | Mutual Funds | — | — | $17.1M | 0.8% | |
| BNY Mellon Global Fixed Income I Registered investment company | Common Stocks | — | — | $14.9M | 0.7% | |
| maturing through October 2039 | Other securities | — | — | $5.4M | 0.3% | |
| Vanguard Treasury Money Market Fund Registered investment company | Mutual Funds | — | — | $2.6M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHARLES SCHWAB & CO, INC. |
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
