Julie Mixer signed Beyond New Horizons' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beyond New Horizons' EIN is 92-3715267.
Download the official 2023 Form 5500 (PDF) for Beyond New Horizons from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Beyond New Horizons' plan includes a defined-benefit pension formula.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT NORT | — | NEW YORK, NY | NONE | $16K | — |
| MFS INVESTMENT MANAGEMENT | — | BOSTON, MA | NONE | $11K | — |
| COLUMBIA MGT INVST ADVISORS LLC | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| BOSTON, MA |
| NONE |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | NONE | $215K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $169K | — |
| SMITH, GAMBRELL, & RUSSELL LLP | — | ATLANTA, GA | NONE | $167K | — |
| MCCONNELL & JONES LLP | 76-0488832 | — | NONE | $60K | — |
| GRANITE INVESTMENT PARTNERS, LLC | — | EL SEGUNDO, CA | NONE | $16K | — |
| ALLSPRING | — | CHARLOTTE, NC | NONE | $16K | — |
| ROBERT W. BAIRD & CO. INCORPORATED | — | MILWAUKEE, WI | NONE | $12K | — |
| TCW | — | LOS ANGELES, CA | NONE | $11K | — |
| LOOMIS SAYLES | — | SAN FRANCISCO, CA | NONE | $11K | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $10K | — |
