Steven Barry signed IBEW Local No. 223 Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local No. 223 Union's EIN is 04-1472089.
Download the official 2024 Form 5500 (PDF) for IBEW Local No. 223 Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local No. 223 Union's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW TOWER MANAGEMENT | — | BETHESDA, MA | INVESTMENT MANAGER | $12K | — |
| SEGAL MARCO ADVISORS | — | BOSTON, MA | INVESTMENT ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $29.3M | 97.1% | |
| IBEW NECA STABLE VALUE POOLED FUND US TRUST COMPANY · EIN 93-6223188 / PN 022 | Common Collective Trust | — | — | $11.8M | 39.2% | |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE · EIN 53-2037618 / PN 003 | Common Collective Trust | — | — | $11.0M | 36.4% | |
| WA INTERMEDIATE BOND CL IS FRANKLIN TEMPLETON · EIN 04-6626914 / PN 002 | Common Collective Trust | — | — | $5.2M | 17.1% | |
| MULTIEMPLOYER PROPERTY TRUST NEW TOWER COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.4% |
| ZENITH AMERICAN SOLUTIONS | — | WALLINGFORD, CT | PLAN ADMINISTRATOR | $21K | — |
| SOLXSYS ADMINSTRATIVE SOLUTIONS | — | MERIDEN, CT | PLAN ADMINISTRATOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPIER DILLON & ASSOCATES PC | 32-0048525 | — | AUDITORS | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ROITMAN LLP | — | BOSTON, MA | ATTORNEYS | $20K | — |
