Mackenzie Jones signed Confederated Tribes of the Chehalis Reservation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Confederated Tribes of the Chehalis Reservation's EIN is 91-0887144.
Download the official 2023 Form 5500 (PDF) for Confederated Tribes of the Chehalis Reservation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Confederated Tribes of the Chehalis Reservation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $15K | — |
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.
| % of plan | |||
|---|---|---|---|
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | $0 | — |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | $0 | — |
| DELAWARE IVY SCIENCE & TECH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | $0 | — |
| FEDERATED HERMES MDT SM CAP CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | $0 | — |
| FIDELITY ADV EQ INC INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 185 | Pooled Separate Account | $0 | — |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 291 | Pooled Separate Account | $0 | — |
| FRANKLIN MTL QUEST INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 186 | Pooled Separate Account | $0 | — |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS MID-CAP OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | $0 | — |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $0 | — |
| INVESCO SMALL CAP GR INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 390 | Pooled Separate Account | $0 | — |
| JPMORGAN U.S. EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 297 | Pooled Separate Account | $0 | — |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | $0 | — |
| MORGAN STANLEY GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | $0 | — |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | $0 | — |
| NEUBERGER BERMAN GENESIS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 180 | Pooled Separate Account | $0 | — |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | $0 | — |
| PIONEER STRATEGIC INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 474 | Pooled Separate Account | $0 | — |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | $0 | — |
| TRANSAMERICA HI YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103 | Pooled Separate Account | $0 | — |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 539 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 523 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | $0 | — |
| FRANKLIN SMALL-MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | $0 | — |
