Description:This industry comprises legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members.
Examples:Retirement plans, Pension funds and plans, Employee benefit plans
Health and Welfare Funds
Description:This industry comprises legal entities (i.e., funds, plans, and/or programs) organized to provide medical, surgical, hospital, vacation, training, and other health- and welfare-related employee benefits exclusively for the sponsor's employees or members.
Examples:N/A
Other Insurance Funds
Description:This industry comprises legal entities (i.e., funds (except pension, and health- and welfare-related employee benefit funds)) organized to provide insurance exclusively for the sponsor, firm, or its employees or members. Self-insurance funds (except employee benefit funds) and workers' compensation insurance funds are included in this industry.
Examples:N/A
Open-End Investment Funds
Description:This industry comprises legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments. Shares in these pools are offered to the public in an initial offering with additional shares offered continuously and perpetually and redeemed at a specific price determined by the net asset value.
Description:This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
Examples:Testamentary trusts, Private estates (i.e., administering on behalf of beneficiaries), Personal investment trusts, Bankruptcy estates
Real Estate Investment Trusts
Description:This industry comprises legal entities that are Real Estate Investment Trusts (REITs).
Examples:N/A
Other Financial Vehicles
Description:This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts; and Real Estate Investment Trusts (REITs)).