Jeffrey DOTY signed Premera's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premera's EIN is 91-1662324.
Download the official 2024 Form 5500 (PDF) for Premera from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premera's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 | — | INVESTMENT MANAGER | $495K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | INVESTMENT MANAGER | $331K | — |
| BURGUNDY ASSET MANAGEMENT LTD. | 98-0407588 | — | INVESTMENT MANAGER | $198K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SILCHESTER INTERNATIONAL INVESTORS | 45-3056700 | — | INVESTMENT MANAGER | $191K | — |
| WELLINGTON TRUST | 04-2755549 | — | INVESTMENT ADVISOR | $125K | — |
| LEGAL & GENERAL INV MGMT AMERICA | 20-8058531 | — | INVESTMENT MANAGER | $60K | — |
| CARDINAL INVESTMENT ADVISORS | 36-4464580 | — | INVESTMENT ADVISOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON TRST CO | 95-3571558 | — | TRUSTEE | $160K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 52-2211537 | — | ACTUARY | $356K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MARTINGLE INV TRUST SERIES I MARTINGALE ASSET MANAGEMENT · EIN 46-2669543 / PN 001 | 103-12 Investment Entity | — | $19.0M | $32.4M | 7.3% | |
| Market Value * Mutual Funds The Bank of New York Mellon Dreyfus Treasury & Agency Cash | U.S. Treasuries | — | $31.8M | $31.8M | 7.1% | |
| CTF BLENDED OPP EMERGING DEBT PORT WELLINGTON TRUST COMPANY, NA · EIN 47-3828930 / PN 001 | Common Collective Trust | — | $26.4M | $23.1M | 5.2% | |
| T Rowe Price Floating Rate Fund | Mutual Funds | — | $19.1M | $18.7M | 4.2% | |
| Fund JP Morgan JPMCB Special Situation Property Fund | Common Collective Trusts | — | $14.5M | $18.5M | 4.2% | |
| JPMCB SPEC SIT PROP FND JP MORGAN CHASE BANK, N.A. · EIN 13-4494650 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.2% | |
| SILCHESTER INTERNATIONAL VALUE EQTY SILCHESTER INTERNATIONAL INVESTORS, LLP · EIN 36-7045783 / PN 001 | 103-12 Investment Entity | — | $3.1M | $17.6M | 3.9% | |
| U S Treasury Note U S Treasury Note 2/15/2032 | U.S. Treasuries | — | $5.2M | $5.1M | 1.1% | |
| U S Treasury Bond U S Treasury Bond 2/15/2054 | U.S. Treasuries | — | $5.4M | $4.9M | 1.1% | |
| U S Treasury Bond U S Treasury Bond 2/15/2052 | U.S. Treasuries | — | $5.0M | $4.5M | 1.0% | |
| U.S. Government Securities U S Treasury Bd Cpn Strip U S Treasury Bd Cpn Strip 2/15/2034 – % $ | Other securities | — | $2.4M | $2.4M | 0.5% | |
| Bank Of America Corp Corporate Bond 6/19/2041 | Common Stocks | — | $1.9M | $1.8M | 0.4% | |
| Primerica Inc Corporate Stock – Common | Common Stocks | — | $1.2M | $1.6M | 0.4% | |
| U S Treasury Bd Prin Strip U S Treasury Bd Prin Strip 8/15/2052 – | Other securities | — | $1.8M | $1.5M | 0.3% | |
| U S Treasury Note U S Treasury Note 1/31/2028 | U.S. Treasuries | — | $1.5M | $1.5M | 0.3% | |
| U S Treasury Note U S Treasury Note 8/15/2032 | U.S. Treasuries | — | $1.5M | $1.5M | 0.3% | |
| U S Treasury Bond U S Treasury Bond 11/15/2044 | U.S. Treasuries | — | $1.5M | $1.5M | 0.3% | |
| U S Treasury Bd Prin Strip U S Treasury Bd Prin Strip 11/15/2050 – | Other securities | — | $1.6M | $1.4M | 0.3% | |
| Meta Platforms Inc Corporate Bond 8/15/2064 | Common Stocks | — | $1.4M | $1.3M | 0.3% | |
| Pfizer Investment Enterprises Corporate Bond 5/19/2063 | Other securities | — | $1.4M | $1.3M | 0.3% | |
| Ss&C Technologies Holdings Inc Corporate Stock – Common | Common Stocks | — | $993K | $1.2M | 0.3% | |
| Cvs Health Corp Corporate Bond 3/25/2048 | Common Stocks | — | $1.3M | $1.2M | 0.3% | |
| Hsbc Holdings Plc Corporate Bond 11/18/2035 | Common Stocks | — | $1.3M | $1.2M | 0.3% | |
| U S Treasury Bd Prin Strip U S Treasury Bd Prin Strip 8/15/2043 – | Other securities | — | $1.3M | $1.2M | 0.3% | |
| Microsoft Corp Corporate Bond 6/1/2050 | Common Stocks | — | $1.3M | $1.2M | 0.3% | |
| U S Treasury Bd Cpn Strip U S Treasury Bd Cpn Strip 11/15/2039 – | Other securities | — | $1.2M | $1.2M | 0.3% | |
| U S Treasury Note U S Treasury Note 11/15/2033 | U.S. Treasuries | — | $1.2M | $1.2M | 0.3% | |
| Comcast Corp Corporate Bond 11/1/2056 | Common Stocks | — | $1.3M | $1.1M | 0.3% | |
| At&T Inc Corporate Bond 9/15/2055 | Common Stocks | — | $1.2M | $1.1M | 0.2% | |
| Warnermedia Holdings Inc Corporate Bond 3/15/2052 | Common Stocks | — | $1.1M | $1.1M | 0.2% | |
| Marsh & Mclennan Cos Inc Corporate Bond 3/15/2035 | Common Stocks | — | $1.1M | $1.1M | 0.2% | |
| Morgan Stanley Corporate Bond 11/19/2055 | Other securities | — | $1.1M | $1.1M | 0.2% | |
| Peruvian Government Internatio Other Bonds 2/8/2035 | Other securities | — | $1.1M | $1.1M | 0.2% | |
| Oracle Corp Corporate Bond 9/27/2064 | Common Stocks | — | $1.2M | $1.1M | 0.2% | |
| Citigroup Inc Corporate Bond 2/13/2035 | Common Stocks | — | $1.1M | $1.1M | 0.2% | |
| Wyndham Hotels & Resorts Inc Corporate Stock – Common | Common Stocks | — | $801K | $1.1M | 0.2% | |
| U S Treasury Note U S Treasury Note 5/31/2030 | U.S. Treasuries | — | $1.1M | $1.1M | 0.2% | |
| Saudi Government Internat 144A Other Bonds 1/16/2054 | Other securities | — | $1.1M | $1.0M | 0.2% | |
| U S Treasury Note U S Treasury Note 1/31/2028 | U.S. Treasuries | — | $1.0M | $1.0M | 0.2% | |
| Houlihan Lokey Inc Corporate Stock – Common | Common Stocks | — | $614K | $1.0M | 0.2% | |
| Emcor Group Inc Corporate Stock – Common | Common Stocks | — | $410K | $1.0M | 0.2% | |
| Globus Medical Inc Corporate Stock – Common | Common Stocks | — | $641K | $989K | 0.2% | |
| U S Treasury Note U S Treasury Note 12/31/2027 | U.S. Treasuries | — | $951K | $974K | 0.2% | |
| Republic Of Poland Government Other Bonds 3/18/2054 | Other securities | — | $966K | $903K | 0.2% | |
| Cbiz Inc Corporate Stock – Common | Common Stocks | — | $646K | $901K | 0.2% | |
| Pg&E Wildfire Recovery Funding Corporate Bond 12/1/2049 | Other securities | — | $940K | $896K | 0.2% | |
| U S Treasury Bd Cpn Strip U S Treasury Bd Cpn Strip 5/15/2045 – | Other securities | — | $979K | $894K | 0.2% | |
| Openlane Inc Corporate Stock – Common | Common Stocks | — | $638K | $851K | 0.2% | |
| Eli Lilly & Co Corporate Bond 2/9/2054 | Common Stocks | — | $906K | $851K | 0.2% | |
| U S Treasury Bd Prin Strip U S Treasury Bd Prin Strip 5/15/2051 – | Other securities | — | $1.0M | $850K | 0.2% |
