Lesley Kaneshiro signed Mid-Pacific Institute's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mid-Pacific Institute's EIN is 99-0073514.
Download the official 2023 Form 5500 (PDF) for Mid-Pacific Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mid-Pacific Institute's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMH LLP | 42-1539623 | HONOLULU, HI | AUDITOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity | Mutual Funds | — | — | $16.7M | 19.9% | |
| CREF Stock R2 | Mutual Funds | — | — | $10.4M | 12.4% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $4.5M | 5.4% | |
| Nuveen Internati Equity R6 | Mutual Funds | — | — | $4.5M | 5.4% | |
| CREF Stock R4 | Mutual Funds | — | — | $3.5M | 4.2% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $3.4M | 4.1% | |
| TIAA Traditional Annuity | Mutual Funds | — | — | $3.3M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.1M | 3.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.1M | 3.7% | |
| Nuveen Large Cap Value R6 | Mutual Funds | — | — | $2.6M | 3.1% | |
| Nuveen Lifecycle Ix 2040 R6 | Mutual Funds | — | — | $2.1M | 2.5% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $1.9M | 2.3% | |
| Nuveen Quaint Small Cp Eq R6 | Mutual Funds | — | — | $1.9M | 2.3% | |
| CREF Growth R4 | Mutual Funds | — | — | $1.8M | 2.2% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.8M | 2.2% | |
| CREF Global Equities R4 | Mutual Funds | — | — | $1.7M | 2.1% | |
| Nuveen Mid Cap Value R6 | Mutual Funds | — | — | $1.6M | 1.9% | |
| CREF Equity Index R4 | Common Collective Trusts | — | — | $1.5M | 1.8% | |
| Nuveen Lifecycle Ix 2035 R6 | Mutual Funds | — | — | $1.3M | 1.6% | |
| Nuveen Real Est Sec Sel R6 | Mutual Funds | — | — | $1.2M | 1.4% | |
| CREF Core Bond R4 | Mutual Funds | — | — | $1.0M | 1.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $831K | 1.0% | |
| TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $734K | 0.9% | |
| Nuveen Sm Cap Bl Idx R6 | Common Collective Trusts | — | — | $724K | 0.9% | |
| Nuveen Lifecycle Ix 2050 R6 | Mutual Funds | — | — | $581K | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $577K | 0.7% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $564K | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $561K | 0.7% | |
| CREF Inflation-Linked Bond R4 | Mutual Funds | — | — | $534K | 0.6% | |
| Nuveen Lifecycle Ix 2030 R6 | Mutual Funds | — | — | $504K | 0.6% | |
| TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | — | $465K | 0.6% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $440K | 0.5% | |
| Nuveen Lifecycle Ix 2045 R6 | Mutual Funds | — | — | $405K | 0.5% | |
| CREF Money Market R4 | Mutual Funds | — | — | $393K | 0.5% | |
| TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $347K | 0.4% | |
| Nuveen Lifecycle Ix 2020 R6 | Mutual Funds | — | — | $294K | 0.3% | |
| Nuveen Large Cap Growth R6 | Mutual Funds | — | — | $284K | 0.3% | |
| Nuveen Mid Cap Growth R6 | Mutual Funds | — | — | $277K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $271K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $240K | 0.3% | |
| Nuveen Core Equity R6 | Mutual Funds | — | — | $238K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $229K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $178K | 0.2% | |
| Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $146K | 0.2% | |
| Nuveen Lifecycle Ix 2025 R6 | Mutual Funds | — | — | $132K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $119K | 0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | Mutual Funds | — | — | $117K | 0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $105K | 0.1% | |
| TIAA Access Nuv RIEstSecSel T4 | Mutual Funds | — | — | $86K | 0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $78K | <0.1% |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | NEW YORK, NY | — | $30K | — |
