Dennis Miniscalco signed Boston Shipping Association, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston Shipping Association, Inc.'s EIN is 04-2034907.
Download the official 2023 Form 5500 (PDF) for Boston Shipping Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Boston Shipping Association, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | ST. LOUIS, MO | CUSTODIAL | $15K | — |
| Name | EIN | Location |
|---|
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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| NEW ENGLAND PENSION CONSULTANTS | 04-2927339 | CAMBRIDGE, MA | ADVISOR | $90K | — |
| SANDS CAPITAL MANAGEMENT | 54-1578408 | ARLINGTON, VA | ADVISOR | $52K | — |
| CHARTWELL INVESTMENTS | 23-2891243 | BERWYN, PA | ADVISOR | $44K | — |
| BOSTON TRUST WALDEN CO. | 04-2273811 | BOSTON, MA | ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON SHIPPING ASSOCIATION | 04-2034904 | CHARLESTOWN, MA | CONTRACT ADMINISTRATOR | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALTER & SHUFFAIN, P.C. | 04-3236496 | BOSTON, MA | AUDITOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INC | 31-1582098 | BOSTON, MA | ACTUARY | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FEINBERG, DUMONT & BRENNAN | 85-4344180 | BOSTON, MA | ATTORNEY | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHUBB INSURANCE | 95-2371728 | PHILADELPHIA, PA | INSURANCE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEANNE CASPER | 01-7526041 | CHARLESTOWN, MA | EMPLOYEE | $76K | — |
| RICHARD BRENNAN | 01-9588523 | CHARLESTOWN, MA | EMPLOYEE | $22K | — |
| MILA MANAGED HEALTH CARE | 13-3968546 | NEW YORK, NY | OTHER SERVICES | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stategic Income Opp CL K 1,384,200 shs of Mutual Fund | Common Stocks | — | $13.4M | $13.4M | 12.4% | |
| GQG PARTNERS GLOBAL EQUITY CIT CL D GQG PARTNERS LLC · EIN 82-6251411 / PN 010 | Common Collective Trust | — | $7.6M | $13.0M | 12.1% | |
| ARISTOTLE VALUE EQUITY COLLECTIVE SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | $5.5M | $9.6M | 8.9% | |
| US Real Estate Investment Fd 6,518 L.P. interest | Other securities | — | $6.1M | $7.6M | 7.0% | |
| Virtus Seix High Yield Fund R6 925,100 shs of Mutual Fund | Common Stocks | — | $7.0M | $7.4M | 6.9% | |
| WCM Focused International Growth Fund 4,350,844 L.P. interest | Other securities | — | $4.4M | $6.9M | 6.4% | |
| LONGVIEW CORE BOND FUND AMALGAMATED · EIN 13-4920330 / PN 004 | Common Collective Trust | — | $5.3M | $5.4M | 5.1% | |
| HEDGE FUNDS ABS Long/short Strategies 42,364 shs of Inv Fund | Structured Credit (CLO/ABS) | — | $4.3M | $4.4M | 4.1% | |
| AXIOM EMERGING MARKET TRUST CL2 AXIOM INVESTORS · EIN 81-1085578 / PN 087 | Common Collective Trust | — | $3.6M | $4.2M | 3.9% | |
| REGISTERED INVESTMENT COMPANIES Artisan Small Cap Fund 71,553 shs of Mutual Fund | Common Stocks | — | $2.0M | $2.7M | 2.5% | |
| Global Transport Income Feeder Partnership 2,282,044 L.P. interest | Other securities | — | $2.3M | $2.6M | 2.5% | |
| Thoma Bravo Fund XV-A, L.P 2,481,275 L.P. interest | Other securities | — | $2.0M | $2.6M | 2.4% | |
| Aetos Capital Long Short Strgs 13,827 shs of Inv Fund | Common Stocks | — | $1.5M | $2.4M | 2.3% | |
| CRESCENT CAPITAL TRUST II GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | — | $1.2M | $1.9M | 1.7% | |
| Aetos Capital Mul Strg Arbitrage 12,825 shs of Inv Fund | Common Stocks | — | $1.3M | $1.8M | 1.7% | |
| CASH AND CASH EQUIVALENTS * First American Govt Ob Fund Z 997,395 Units | Cash / Money Market | — | $997K | $997K | 0.9% | |
| Microsoft Corp. shs. common stock | Common Stocks | — | $571K | $955K | 0.9% | |
| Nvidia Corp shs. common stock | Common Stocks | — | $300K | $861K | 0.8% | |
| Kayne Anderson Energy FD VII 313,053 L.P. interest | Other securities | — | $700K | $768K | 0.7% | |
| Amazon.Com Inc. shs. common stock | Common Stocks | — | $298K | $646K | 0.6% | |
| Apple Inc. shs. common stock | Common Stocks | — | $395K | $556K | 0.5% | |
| Meta Platforms Inc shs. common stock | Common Stocks | — | $294K | $512K | 0.5% | |
| Servicenow Inc. shs. common stock | Common Stocks | — | $54K | $469K | 0.4% | |
| Aetos Capital Distressed Invst Strgs 3,382 shs of Inv Fund | Common Stocks | — | $338K | $409K | 0.4% | |
| U.S. Treasury Inflation Indexed Bond 400,000 Units, 1.875% due 2/15/32 | U.S. Treasuries | — | $351K | $353K | 0.3% | |
| U.S. Treasury Inflation Indexed Bond 368,761.25 Units, 0.125%, due 01/15/32 | U.S. Treasuries | — | $339K | $333K | 0.3% | |
| U.S. GOVERNMENT SECURITIES U.S. Treasury Bonds 315,000 Units, 4.37500%, due 8/15/43 | U.S. Treasuries | — | $307K | $324K | 0.3% | |
| Shopify Inc A shs. common stock | Common Stocks | — | $298K | $314K | 0.3% | |
| U.S. Treasury Inflation Indexed Bond 350,000 Units, 1.125%, due 02/15/31 | U.S. Treasuries | — | $335K | $301K | 0.3% | |
| Visa Inc. - Class A shs. common stock | Common Stocks | — | $116K | $282K | 0.3% | |
| Asml Holding Nv shs. common stock | Common Stocks | — | $312K | $280K | 0.3% | |
| Datadog Inc shs. common stock | Common Stocks | — | $238K | $276K | 0.3% | |
| Sea Ltd A D shs. common stock | Common Stocks | — | $175K | $263K | 0.2% | |
| Nu Hldgs Ltd shs. common stock | Common Stocks | — | $158K | $255K | 0.2% | |
| U.S. Treasury Inflation Indexed Bond 265,000 Units, 2.375%, due 05/15/29 | U.S. Treasuries | — | $281K | $252K | 0.2% | |
| Alphabet Inc. Cl A shs. common stock | Common Stocks | — | $182K | $231K | 0.2% | |
| Spotify Technology shs. common stock | Common Stocks | — | $205K | $221K | 0.2% | |
| Atlassian Corp Plc Cl A shs. common stock | Common Stocks | — | $227K | $214K | 0.2% | |
| U.S. Treasury Inflation Indexed Bond 250,000 Units, 0.625%, due 08/15/30 | U.S. Treasuries | — | $247K | $211K | 0.2% | |
| Block Inc shs. common stock | Common Stocks | — | $301K | $208K | 0.2% | |
| Samsara Inc Com shs. common stock | Common Stocks | — | $147K | $201K | 0.2% | |
| Netflix Inc shs. common stock | Common Stocks | — | $66K | $193K | 0.2% | |
| Entegris Inc shs. common stock | Common Stocks | — | $151K | $190K | 0.2% | |
| U.S. Treasury Inflation Indexed Bond 205,366 Units, 0.125%, due 7/15/31 | U.S. Treasuries | — | $214K | $188K | 0.2% | |
| Dexcom Inc. shs. common stock | Common Stocks | — | $270K | $179K | 0.2% | |
| Ultragenyx Pharmaceutical In shs. common stock | Common Stocks | — | $122K | $172K | 0.2% | |
| Okta Inc shs. common stock | Common Stocks | — | $193K | $160K | 0.1% | |
| Doordash Inc Cl A shs. common stock | Common Stocks | — | $135K | $159K | 0.1% | |
| Intercontinental Exchange Inc shs. common stock | Common Stocks | — | $154K | $156K | 0.1% | |
| Floor + Décor Holdings Inc. shs. common stock | Common Stocks | — | $46K | $137K | 0.1% |
