Premier Banks Retirement Fund's EIN is 92-6241580.
Download the official 2024 Form 5500 (PDF) for Premier Banks Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Banks Retirement Fund's 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 52-2189187 | — | NONE | $25K | — |
| REINHART BOERNER VAN DEUREN SC | 39-1126909 |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $30.8M | 96.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.0M | 37.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $6.0M | 18.9% | |
| flexPATH Stable Value Class R1 | Stable Value | — | — | $3.7M | 11.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.4M | 10.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 6.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 6.8% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $387K | 1.2% | |
| Fidelity LargeCap Growth III Class R1 | Mutual Funds | — | — | $224K | 0.7% | |
| Fidelity Large Cap Value Fund Class R1 | Mutual Funds | — | — | $119K | 0.4% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $94K | 0.3% | |
| DFA U.S. Targeted Value Portfolio Institutional Fund | Mutual Funds | — | — | $91K | 0.3% | |
| MFS International Diversific ation Fund Class R3 | Mutual Funds | — | — | $84K | 0.3% | |
| JP Morgan Mid Cap Growth Fund I | Other securities | — | — | $84K | 0.3% | |
| PIMCO Inc ome Institutional | Mutual Funds | — | — | $71K | 0.2% | |
| MFS Mid Cap Value Fund R3 | Mutual Funds | — | — | $45K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $45K | 0.1% | |
| Fidelity Total Bond Fund - Class I | Mutual Funds | — | — | $20K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $17K |
| — |
