Stacy Vilao signed Local 51's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local 51's EIN is 05-0504791.
Download the official 2024 Form 5500 (PDF) for Local 51 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local 51's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT MANAGEMENT | $108K | — |
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 pooled separate account] | Other | — | — | $75.9M | 91.5% | |
| PRIN LIFETIME STRAT INC SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $16.5M | 19.9% | |
| PRIN LIFETIME 2050 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $9.0M | 10.8% | |
| PRIN LIFETIME 2030 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $6.9M | 8.3% | |
| PRIN LIFETIME 2040 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $6.1M | 7.4% | |
| PRIN LIFETIME 2020 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $5.8M | 7.0% | |
| PRIN LIFETIME 2060 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| PRIN LIFETM 2070 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $15K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC | 38-2383171 | — | PLAN ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARD, FISHER & COMPANY LLC | 05-0234540 | — | ACCOUNTANT | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RODIO & URSILLO | 05-0398359 | — | LEGAL | $24K | — |
| ROBERT CHEVERIE & ASSOCIATES | 06-1335139 | — | LEGAL | $9K | — |
