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 default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $269K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $208K | — |
| CAPFINANCIAL PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $125.1M | 18.0% | |
| TRP GROWTH STOCK E T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $65.5M | 9.4% | |
| Dodge & Cox Stock Fund Mutual fund A | Mutual Funds | — | — | $54.2M | 7.8% | |
| T. Rowe Price Retirement 2045 Fund Collective trust fund A | Common Collective Trusts | — | — | $52.1M | 7.5% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $52.1M | 7.5% | |
| T. Rowe Price Retirement 2035 Fund Collective trust fund A | Common Collective Trusts | — | — | $48.7M | 7.0% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $48.7M | 7.0% | |
| Fidelity Government Money Market Fund Mutual fund A | Mutual Funds | — | — | $34.5M | 5.0% | |
| JP Morgan Mid Cap Growth Fund Mutual fund A | Other securities | — | — | $32.1M | 4.6% | |
| Fidelity Mid Cap Index Fund Mutual fund A | Common Collective Trusts | — | — | $29.7M | 4.3% | |
| Fidelity Managed Income Portfolio II Class 1 Collective trust fund A | Common Collective Trusts | — | — | $26.7M | 3.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $26.7M | 3.8% | |
| T. Rowe Price Retirement 2025 Fund Collective trust fund A | Common Collective Trusts | — | — | $25.6M | 3.7% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $25.6M | 3.7% | |
| T. Rowe Price Retirement 2055 Fund Collective trust fund A | Common Collective Trusts | — | — | $24.0M | 3.5% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $24.0M | 3.5% | |
| Dodge & Cox International Stock Fund Mutual fund A | Mutual Funds | — | — | $22.1M | 3.2% | |
| T. Rowe Price Retirement 2030 Fund Collective trust fund A | Common Collective Trusts | — | — | $21.4M | 3.1% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $21.4M | 3.1% | |
| T. Rowe Price Retirement 2040 Fund Collective trust fund A | Common Collective Trusts | — | — | $18.5M | 2.7% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $18.5M | 2.7% | |
| DFA U.S. Small Cap Portfolio Institutional Fund Mutual fund A | Mutual Funds | — | — | $17.6M | 2.5% | |
| T. Rowe Price Retirement 2050 Fund Collective trust fund A | Common Collective Trusts | — | — | $15.2M | 2.2% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $15.2M | 2.2% | |
| Fidelity US Bond Index Fund Mutual fund A | Common Collective Trusts | — | — | $14.1M | 2.0% | |
| Notes receivable from participants Loans, maturity dates ranging from 2024 to 2049 and interest rates ranging from 4.25% - 9.50% 0 | Bonds / Notes | — | — | $12.0M | 1.7% | |
| BlackRock Total Return Fund Mutual fund A | Other securities | — | — | $11.5M | 1.7% | |
| Fidelity 500 Index Fund Mutual fund A 251 * Fidelity International Index Fund Mutual fund A | Common Collective Trusts | — | — | $9.8M | 1.4% | |
| DFA Emerging Markets Portfolio Fund Mutual fund A | Mutual Funds | — | — | $9.4M | 1.3% | |
| T. Rowe Price Retirement 2060 Fund Collective trust fund A | Common Collective Trusts | — | — | $7.1M | 1.0% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.1M | 1.0% | |
| PIMCO Real Return Fund Mutual fund A | Mutual Funds | — | — | $5.1M | 0.7% | |
| T. Rowe Price Retirement 2020 Fund Collective trust fund A | Common Collective Trusts | — | — | $4.0M | 0.6% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.6% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Mutual fund A | Mutual Funds | — | — | $3.5M | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual fund A | Common Collective Trusts | — | — | $2.0M | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Collective trust fund A | Common Collective Trusts | — | — | $1.7M | 0.3% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| T. Rowe Price Retirement 2015 Fund Collective trust fund A | Common Collective Trusts | — | — | $1.2M | 0.2% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Collective trust fund A | Common Collective Trusts | — | — | $510K | <0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $510K | <0.1% | |
| WM Blackrock International LDRS Mutual fund A | Other securities | — | — | $505K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Collective trust fund A | Common Collective Trusts | — | — | $59K | <0.1% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $59K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $98K |
| — |
