Sean Minner signed Welfare & Pension ADM. Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Welfare & Pension ADM. Services' EIN is 91-1363171.
Download the official 2024 Form 5500 (PDF) for Welfare & Pension ADM. Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welfare & Pension ADM. Services' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | 43-1947695 | — | ACCOUNTANT | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.0M | 47.3% | |
| [Assets held in pooled separate account] | Other | — | — | $2.5M | 39.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $867K | 13.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $807K | 12.6% | |
| PRIN LIFETIME HYB 2040 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $582K | 9.1% | |
| PRINCIPAL STABLE VAL PREF FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $518K | 8.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $443K | 6.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $441K | 6.9% | |
| PRIN LIFETIME HYB 2055 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $290K | 4.5% | |
| PRIN LIFETIME HYB 2060 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $272K | 4.3% | |
| PRIN LIFETIME HYB 2020 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $230K | 3.6% | |
| PRIN LIFETIME HYB 2030 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $217K | 3.4% | |
| PRIN LIFETIME HYB 2045 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $190K | 3.0% | |
| PRIN LIFETIME HYB 2015 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $162K | 2.5% | |
| PRIN DIV INTL SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $158K | 2.5% | |
| PRIN LIFETIME HYB INC CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $153K | 2.4% | |
| PRIN LIFETIME HYB 2035 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $153K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $152K | 2.4% | |
| PRIN LIFETIME HYB 2050 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $147K | 2.3% | |
| PRIN U.S. PROPERTY SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $121K | 1.9% | |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $105K | 1.6% | |
| PRIN MIDCAP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $99K | 1.5% | |
| PRIN INTL SMALLCAP SEP ACCT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $73K | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $72K | 1.1% | |
| PRIN LIFETIME HYB 2025 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $67K | 1.0% | |
| PRIN LIFETIME HYB 2065 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $42K | 0.7% | |
| PRIN LIFETIME HYB 2070 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% |
