James J White(Union Trustee) signed Board of Trustees IUOE Local 57's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees IUOE Local 57's EIN is 05-0446832.
Download the official 2024 Form 5500 (PDF) for Board of Trustees IUOE Local 57 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS INC. | 13-1835864 | BOSTON, MA | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ROGER CASEY | 13-2646110 | BOSTON, MA | NONE | $121K | — |
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 103-12 investment entity] | Other | — | — | $140.0M | 96.0% | |
| EQUITY GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | — | $70.5M | 48.3% | |
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | — | $69.6M | 47.7% |
Board of Trustees IUOE Local 57's plan includes profit-sharing.
| WARD FISHER & COMPANY, LLP |
| 05-0234540 |
| WARWICK, RI |
| NONE |
| $27K |
| — |
| KIERNAN PLUNKETT & REDIHAN LLC | 06-1487112 | PROVIDENCE, RI | NONE | $15K | — |
| BANK OF AMERICA | 94-1687665 | GLEN ROCK, NJ | NONE | — | — |
