Sandra Padilla signed Workers' Compensation Insurance Rating Bureau of California's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workers' Compensation Insurance Rating Bureau of California's EIN is 94-0358760.
Download the official 2024 Form 5500 (PDF) for Workers' Compensation Insurance Rating Bureau of California from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workers' Compensation Insurance Rating Bureau of California's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP INC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Government Income Fund Class I Fidelity Investments Fidelity® 500 Index 72,452 | Common Collective Trusts | — | $72K | $14.8M | 27.0% | |
| Insurance and Annuity Insurance and Annuity Company - Real Estate / Cohen & Steers Fund * Prudential Retirement Prudential Retirement 68,684 | Common Stocks | — | $69K | $8.3M | 15.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.3M | 15.2% | |
| Growth K6 Fund JP Morgan JPMorgan Equity 186,333 | Other securities | — | $186K | $4.5M | 8.1% | |
| Fidelity Investments Fidelity Small Cap 163,963 | Mutual Funds | — | $164K | $2.9M | 5.3% | |
| Fully benefit responsive investment contracts * Prudential Retirement Prudential Retirement 91,229 | Other securities | — | $91K | $2.7M | 4.9% | |
| Class Z * T. Rowe Price Group T. Rowe Price Mid Cap 25,520 | Common Stocks | — | $26K | $2.5M | 4.6% | |
| Insurance and Annuity Insurance and Annuity Company - Large Cap Growth / JP Morgan Investment Management Fund * Prudential Retirement Prudential Retirement 188,304 | Common Stocks | — | $188K | $2.4M | 4.5% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $2.4M | 4.5% | |
| Markets Index Fund Admiral Shares The Vanguard Group Vanguard Mid Cap 7,459 | Common Collective Trusts | — | $7K | $2.4M | 4.4% | |
| Index Fund Admiral Shares The Vanguard Group Vanguard Small Cap 20,099 | Common Collective Trusts | — | $20K | $2.3M | 4.2% | |
| DFA International DFA International Core 143,408 | Mutual Funds | — | $143K | $2.2M | 4.0% | |
| Growth Fund The Vanguard Group Vanguard Developed 117,288 | Mutual Funds | — | $117K | $1.8M | 3.3% | |
| Balanced Fund Class I Fidelity Investments Fidelity Advisor 198,292 | Mutual Funds | — | $198K | $1.8M | 3.3% | |
| valued at RDFV * Prudential Retirement Prudential Retirement 17,557 | Pooled Separate Accounts | — | $18K | $1.5M | 2.8% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $1.5M | 2.8% | |
| Equity I Fidelity Investments Fidelity Advisor 49,465 | Mutual Funds | — | $49K | $1.5M | 2.7% | |
| Income Fund Class I PGIM Investments PGIM High Yield Fund 186,648 | Other securities | — | $187K | $892K | 1.6% | |
| Inc. Established Value Fund Class I Fidelity Investments Fidelity Emerging 18,349 | Mutual Funds | — | $18K | $699K | 1.3% | |
| Insurance and Annuity Insurance and Annuity Company - Prudential Total Return Bond SA * Prudential Retirement Prudential Retirement 7,665 | Common Stocks | — | $8K | $520K | 0.9% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $520K | 0.9% | |
| Index Fund Admiral Shares Victory Capital Services, Victory Sycamore 11,039 | Common Collective Trusts | — | $11K | $507K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | AUDITOR | $10K | — |
