This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | BALTIMORE, MD | INVESTMENT ADVISOR | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS | — | BIRMINGHAM, AL | CONTRACT ADMINISTRATOR | $36K | — |
| FLYNN, SHOJINAGA & ASSOCIATES, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| BLACKROCK SUST BALANCED FD INST AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $7.0M | 25.0% |
| NUVEEN WINSLOW LARGE-CAP GROWTH ESG AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $2.4M | 8.4% |
| NATIXIS SUSTAINABLE FUTURE 2040 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $1.7M | 6.0% |
| NATIXIS SUSTAINABLE FUTURE 203 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $1.6M | 5.6% |
| FIDELITY 500 INDEX FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $1.5M | 5.3% |
| GOLDMAN SACHS FIN SQUARE GOV FD AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $1.4M | 5.0% |
| NATIXIS SUSTAINABLE FUTURE 2050 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $1.2M | 4.3% |
| PUTNAM LARGE CAP VALUE FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $1.0M | 3.6% |
| NATIXIS SUSTAINABLE FUTURE 2045 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $912K | 3.3% |
| NATIXIS SUSTAINABLE FUTURE 2025 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $895K | 3.2% |
| NATIXIS SUSTAINABLE FUTURE 2035 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $884K | 3.2% |
| AMERICAN FUNDS INT'L VANTAG FD CLR6 AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $742K | 2.6% |
| DFA U.S. SUSTCORE 1 PORTFOLIO AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $676K | 2.4% |
| NATIXIS SUSTAINABLE FUTURE 2055 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $531K | 1.9% |
| VANGUARD SMALL CAP INDEX FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $513K | 1.8% |
| PGIM JENNISON MID-CAP GROWTH FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $433K | 1.5% |
| PIMCO INCOME FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $413K | 1.5% |
| VANGUARD TOTAL BOND MKT INDEX FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $382K | 1.4% |
| ANGUARD TOTAL BOND MKT INDEX FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $355K | 1.3% |
| MFS MID CAP VALUE FD AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $339K | 1.2% |
| PUTNAM SMALL CAP GROWTH FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $303K | 1.1% |
| COHEN & STEERS INSTITUTIONAL REALTY AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $238K | 0.8% |
| NATIXIS SUSTAINABLE FUTURE 2060 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $226K | 0.8% |
| CALVERT GROWTH ALLOCATION FUND CL A AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $186K | 0.7% |
| NATIXIS SUSTAINABLE FUTURE 2065 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $178K | 0.6% |
| JANUS HENDERSON FLEXIBLE BOND FD AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $145K | 0.5% |
| NUVEEN INT'L RESPONSIBLE EQUITY FD AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $133K | 0.5% |
| NATIXIS SUSTAINABLE FUTURE 2020 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $122K | 0.4% |
| COLUMBIA GLOBAL TECH GROWTH FD INST AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $119K | 0.4% |
| BLACKROCK INFLA PROTECTED BOND INS AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $113K | 0.4% |
| NATIXIS SUSTAINABLE FUTURE 2015 FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $104K | 0.4% |
| FIDELITY GROWTH DISCOVERY FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $96K | 0.3% |
| CALVERT US MID CAP CORE RESP INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $74K | 0.3% |
| AMERICAN CENTURY BALANCE FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $34K | 0.1% |
| AMERICAN FUNDS INTL GROWTH & INCOME AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $22K | <0.1% |
| VANGUARD EMERG MKT SELECT STOCK FD AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $15K | <0.1% |
| DODGE & COX INT'L STOCK FD CL I AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $7K | <0.1% |
| FIDELITY INTERNATIONAL INDEX FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0094800 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| KENNEDY CAPITAL ESG SMID CAP FD AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| — |
| ALAMEDA, CA |
| TPA |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | — | SAN JOSE, CA | AUDITOR | $4K | — |
