Bristol Bay Native Association's EIN is 92-0041473.
Download the official 2024 Form 5500 (PDF) for Bristol Bay Native Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bristol Bay Native Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | 82-1301707 | DEERFIELD, IL | REGISTERED INVESTMENT AD | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK USA JOHN HANCOCK USA · EIN 01-0233346 / PN 003 | Pooled Separate Account | — | — | $8.6M | 95.4% | |
| Lifestyle Fund - Moderate Portfolio | Other securities | — | — | $2.1M | 23.5% | |
| Lifestyle Fund - Balanced Portfolio | Other securities | — | — | $2.0M | 22.5% | |
| Lifestyle Fund - Growth Portfolio | Other securities | — | — | $1.7M | 19.2% | |
| Lifestyle Fund - Aggressive Portfolio | Other securities | — | — | $885K | 9.8% | |
| Lifestyle Fund - Conservative Portfolio | Other securities | — | — | $502K | 5.6% | |
| American Funds 2020 | Mutual Funds | — | — | $293K | 3.3% | |
| American Funds 2045 | Mutual Funds | — | — | $155K | 1.7% | |
| American Funds 2015 | Mutual Funds | — | — | $147K | 1.6% | |
| American Funds 2055 | Mutual Funds | — | — | $140K | 1.6% | |
| American Funds 2035 | Mutual Funds | — | — | $123K | 1.4% | |
| American Funds 2025 | Mutual Funds | — | — | $107K | 1.2% | |
| JPM LCGRW | Other securities | — | — | $71K | 0.8% | |
| American Funds 2030 | Mutual Funds | — | — | $52K | 0.6% | |
| American Funds 2050 | Mutual Funds | — | — | $51K | 0.6% | |
| American Funds 2060 | Mutual Funds | — | — | $36K | 0.4% | |
| American Funds 2040 | Mutual Funds | — | — | $27K | 0.3% | |
| John Hancock Guaranteed Interest Account | Other securities | — | — | $25K | 0.3% | |
| MFS VALUE | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds 2065 | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds 2010 | Mutual Funds | — | — | $12K | 0.1% | |
| VS SCTEC | Other securities | — | — | $11K | 0.1% | |
| IDX SMALL | Common Collective Trusts | — | — | $10K | 0.1% | |
| IDX 500 | Common Collective Trusts | — | — | $10K | 0.1% | |
| New World | Other securities | — | — | $7K | <0.1% | |
| DFAINFLPRO | Other securities | — | — | $6K | <0.1% | |
| IDX INTL | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
