Joseph L. Walsh signed Board of Trustees IBEW Local Union No. 99 Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees IBEW Local Union No. 99 Retirement Plan's EIN is 05-6049538.
Download the official 2024 Form 5500 (PDF) for Board of Trustees IBEW Local Union No. 99 Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT LLP | 56-1557450 | — | NONE | $117K | — |
| BNY MELLON INVESTMENT ADVISER, INC. | 13-5673135 | — | NONE | $50K |
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.
| % of plan | |||
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $8.1M | 7.3% |
| INVESCO BALANCED RISK ALLOCATION INVESCO NATIONAL TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $7.7M | 6.9% |
| NCS GROUP TRUST INTERNATIONAL FUND BNY MELLON INVESTMENT MGMT CAYMAN LTD. · EIN 76-6192146 / PN 001 | Pooled Separate Account | $6.6M | 6.0% |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | $5.4M | 4.9% |
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $1.7M | 1.6% |
| — |
| GROSVENOR CAPITAL MANAGEMENT, L.P. | 36-3795985 | — | NONE | $43K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $40K | — |
| NATIONAL REAL ESTATE ADVISORS | 26-3437991 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL | 14-1835864 | — | NONE | $141K | — |
| WARD, FISHER AND COMPANY, LLP | 05-0234540 | — | NONE | $95K | — |
| L.PORRECA | 05-6049538 | — | EMPLOYEE | $70K | — |
| RODIO AND URSILLO, LTD | 05-0398359 | — | NONE | $61K | — |
| BRANDES INVESTMENT PARTNERS LLC | 33-0704072 | — | NONE | $57K | — |
| ZENITH AMERICAN SOLUTIONS | — | WALLINGFORD, CT | NONE | $49K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $33K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $29K | — |
| MESIROW FINANCIAL PRIVATE EQUITY | — | CHICAGO, IL | NONE | $25K | — |
| S. COX | 05-6049538 | — | EMPLOYEE | $13K | — |
| D. SANTOS | 05-6049538 | — | EMPLOYEE | $12K | — |
| THE UNION LABOR LIFE INS. COMPANY | 13-1423090 | — | NONE | $9K | — |
