Brandon Bryant signed Board of Trustees, the Nelson Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, the Nelson Trust's EIN is 93-6041903.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, the Nelson Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, the Nelson Trust's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMERA BLUE CROSS | 91-0499247 | — | NONE | $438K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $159K | — |
| MERCER HEALTH & BENEFITS, LLC. | 34-2015463 | — | NONE | $154K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Spartan 500 Index Fund | Common Collective Trusts | — | $4.9M | $8.5M | 22.4% | |
| Vanguard Interm Term Bond Index I | Mutual Funds | — | $5.4M | $5.0M | 13.2% | |
| Metropolitan West Total Return | Other securities | — | $5.6M | $5.0M | 13.2% | |
| Credit Suisse Fl Rt Hi In I | Other securities | — | $3.8M | $3.7M | 9.7% | |
| Mackay Shields Core Fixed Income, LP | Other securities | — | $3.5M | $3.6M | 9.5% | |
| Pgim High Yield Cl R6 | Other securities | — | $3.4M | $3.6M | 9.5% | |
| PIMCO All Asset Fund | Mutual Funds | — | $2.7M | $2.4M | 6.4% | |
| Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | $1.8M | $2.1M | 5.4% | |
| Grosvenor Institutional Partners, LP | Other securities | — | $919K | $2.0M | 5.2% | |
| First American Govt Oblig Fund Cl Z | Other securities | — | $207K | $207K | 0.5% | |
| Vanguard Short Term Bond Index I | Mutual Funds | — | — | $14 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JOSEPH L. REINHART, P.C. | — | TIGARD, OR | NONE | $97K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $93K | — |
| THE PARTNERS GROUP | — | PORTLAND, OR | NONE | $90K | — |
| MODA HEALTH | 93-0438772 | — | NONE | $64K | — |
| US BANK N.A. | 31-0841368 | — | NONE | $38K | — |
| RV KUHNS & ASSOCIATES | 93-0901652 | — | NONE | $33K | — |
| SMART SOURCE | — | ATLANTA, GA | NONE | $12K | — |
| COMMUNICATION PARTNERS INC. | 93-1083918 | — | NONE | $9K | — |
| MILLIMAN | 91-0675641 | — | NONE | $5K | — |
