Barbara PUGH signed Protective Life Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Protective Life Corporation's EIN is 95-2492236.
Download the official 2024 Form 5500 (PDF) for Protective Life Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Protective Life Corporation's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE CAPITAL MANAGEMENT (SLC) | — | WELLESLEY HILLS, MA | INV. MANAGER | $223K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | — | RALEIGH, NC | FINANCIAL ADVISOR | $108K | — |
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.
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 |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | INV MGR,TRUSTEE | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT | 45-4084437 | — | AUDITOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $174K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT RUSSELL 3000 INDEX FUND - NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 097 | Common Collective Trust | — | $28.8M | $103.6M | 31.2% | |
| Collective Trust Funds * NT Collective MSCI ACWI EX-US Collective investment fund, 251,797 units | Common Collective Trusts | — | $42.5M | $56.8M | 17.1% | |
| NT ALL COUNTRY WORLD EX-US INDEX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $56.8M | 17.1% | |
| NT S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | $11.5M | $18.2M | 5.5% | |
| Pimco Inbconme Fund Instutional Class Mutual fund, 1,291,091 shares | Mutual Funds | — | $13.7M | $13.6M | 4.1% | |
| Cliffwater Corporate Lending Fund Mutual fund, 1,010,282 shares | Other securities | — | $10.9M | $10.7M | 3.2% | |
| Verses Cap Real Assets Fund Mutual fund, 360,634 shares | Other securities | — | $10.0M | $10.1M | 3.0% | |
| Bluerock Total Income Real Estate Fund Mutual fund, 350,821 shares | Mutual Funds | — | $10.3M | $9.4M | 2.8% | |
| Guggenheim Fund Mutual fund, 323,372 shares | Other securities | — | $7.8M | $8.0M | 2.4% | |
| Blackrock Fund Systematic Multi Stategy Fund Mutual fund, 772,955 shares | Other securities | — | $7.7M | $7.8M | 2.3% | |
| COLLECTIVE SHORT-TERM INV FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $4.0M | $4.0M | 1.2% | |
| United States Treasury Strip 6,865,000 Par Value, 0% 8/15/2053 | U.S. Treasuries | — | $2.2M | $1.8M | 0.5% | |
| United States Treasury ZERO 3,450,000 Par Value, 0% 5/15/2044 | U.S. Treasuries | — | $1.4M | $1.3M | 0.4% | |
| Bank of America Corp 1,315,000 Par Value, 2.087% 6/14/2029 | Bonds / Notes | — | $1.2M | $1.2M | 0.4% | |
| Goldman Sachs Group 1,450,000 Par Value, 1.992% 1/27/2032 | Bonds / Notes | — | $1.1M | $1.2M | 0.4% | |
| Wells Fargo & Co New Medium Term SR NTS Tranche 1,160,000 Par Value, 4.300% 7/22/2027 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| United States Treasury SEC STRIPPED INT PMT 3,100,000 Par Value, 5.151% 5/15/2045 | U.S. Treasuries | — | $1.2M | $1.1M | 0.3% | |
| PVTPL CMO SFAVE COML MTG 1,269,000 Par Value, VAR rate 1/5/2043 | Structured Credit (CLO/ABS) | — | $998K | $1.1M | 0.3% | |
| SANTANDER DR AUTO 1,015,000 Par Value, 6.43% 2/18/2031 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| United States Treasury SEC STRIPPED INT PMT 2,960,000 Par Value, 5.155% 5/15/2046 | U.S. Treasuries | — | $1.1M | $1.0M | 0.3% | |
| United Health Group 1,015,000 Par Value, 4.625% 7/15/2035 | Bonds / Notes | — | $1.0M | $959K | 0.3% | |
| AT&T inc 965,000 Par Value, 4.350% 3/1/2029 | Bonds / Notes | — | $949K | $945K | 0.3% | |
| GLS AUTO 925,000 Par Value, 5.95% 12/17/2029 | Bonds / Notes | — | $927K | $935K | 0.3% | |
| US TREASURY N/B 985,000 Par Value, 3.875% 8/15/2034 | U.S. Treasuries | — | $1.0M | $932K | 0.3% | |
| JP Morgan Chase 1,085,000 Par Value, 3.882% 7/24/2038 | Bonds / Notes | — | $971K | $926K | 0.3% | |
| Reynolds Amern Inc Fixed 925,000 Par Value, 4.45% 6/12/2025 | Bonds / Notes | — | $914K | $922K | 0.3% | |
| EXETER AUTOMOBILE 885,000 Par Value, 6.85% 1/16/2029 | Bonds / Notes | — | $912K | $909K | 0.3% | |
| PNC BK N A Pittsburgh 465,000 Par Value, 4.750% 11/1/2031 | Bonds / Notes | — | $892K | $899K | 0.3% | |
| United States Treasury ZERO 2,750,000 Par Value, 0% 5/15/2047 | U.S. Treasuries | — | $993K | $896K | 0.3% | |
| Government Bonds United States Treasury Bonds 985,000 Par Value, 4.125% 8/15/2044 | U.S. Treasuries | — | $965K | $892K | 0.3% | |
| PVTPL CPS AUTO TRUST SER 24-A CL 880,000 Par Value, 5.74% 4/15/2030 | Structured Credit (CLO/ABS) | — | $882K | $887K | 0.3% | |
| PUB SVC ELC GAS CO FIXED 945,000 Par Value, 3.200% 5/15/2029 | Bonds / Notes | — | $886K | $885K | 0.3% | |
| United States Treasury SEC STRIPPED INT PMT 2,830,000 Par Value, 5.135% 5/15/2048 | U.S. Treasuries | — | $979K | $877K | 0.3% | |
| SANTANDER DR AUTO 55,000 Par Value, 3.76% 7/16/2029 | Bonds / Notes | — | $854K | $870K | 0.3% | |
| United States Treasury ZERO 2,150,000 Par Value, 0% 5/15/2043 | U.S. Treasuries | — | $915K | $850K | 0.3% | |
| MFRS & Traders TR CO BK 875,000 Par Value, 3.400% 8/17/2027 | Bonds / Notes | — | $823K | $842K | 0.3% | |
| DTE Elec Co 939,000 Par Value, 2.250% 3/1/2030 | Bonds / Notes | — | $817K | $828K | 0.2% | |
| PVTPL CPS AUTO RECEIVABLES TR 2023-C 750,000 Par Value, 6.77% 10/15/2029 | Structured Credit (CLO/ABS) | — | $772K | $769K | 0.2% | |
| Toronto Dominion BK 290,000 Par Value, 4.456% 6/8/2032 | Bonds / Notes | — | $773K | $763K | 0.2% | |
| Anheuser Busch Inbev Worldwide 735,000 Par Value, 5.45% 1/23/2039 | Bonds / Notes | — | $777K | $737K | 0.2% | |
| United States Treasury NTS DTD 755,000 Par Value, 4.25% 11/15/2034 | U.S. Treasuries | — | $745K | $736K | 0.2% | |
| American Electric Power Co Inc 705,000 Par Value, 5.750% 11/1/2027 | Bonds / Notes | — | $727K | $722K | 0.2% | |
| American Tower Corp 730,000 Par Value, 2.750% 1/15/2027 | Bonds / Notes | — | $684K | $701K | 0.2% | |
| PVTPL Hyundai CAP AMERICA 680,000 Par Value, 5.680% 6/26/2028 | Structured Credit (CLO/ABS) | — | $693K | $690K | 0.2% | |
| General MTRS FINL CO INC 705,000 Par Value, 4.300% 4/6/2029 | Bonds / Notes | — | $674K | $681K | 0.2% | |
| US Bancorp 685,000 Par Value, 4.548% 7/22/2028 | Bonds / Notes | — | $674K | $679K | 0.2% | |
| SANTANDER DR AUTO 670,000 Par Value, 5% 11/15/2029 | Bonds / Notes | — | $664K | $673K | 0.2% | |
| Amazon COM INC 1,120,000 Par Value, 2.500% 6/3/2050 | Bonds / Notes | — | $764K | $669K | 0.2% | |
| United States Treasury SEC STRIPPED INT PMT 2,250,000 Par Value, 0% 5/15/2049 | U.S. Treasuries | — | $761K | $665K | 0.2% | |
| Sunoco Logistrics 670,000 Par Value, 3.900% 7/15/2026 | Bonds / Notes | — | $651K | $661K | 0.2% |
