Itpeu Pension Fund's EIN is 11-2506736.
Download the official 2023 Form 5500 (PDF) for Itpeu Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Itpeu Pension Fund's plan includes money-purchase contributions.
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 |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | NONE | $68K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| LONGVIEW TOTALMARKET 1500 IND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 007 | Common Collective Trust | $50.0M | 31.1% |
| JPMORGAN CHASE STRATEGIC PROPERTY JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $12.8M | 8.0% |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $8.3M | 5.1% |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $8.1M | 5.1% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $6.4M | 4.0% |
| LONGVIEW SMALLCAP 600 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | $0 | <0.1% |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | $0 | <0.1% |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | $0 | <0.1% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| QUANVEST CONSULTANTS, INC. | 11-2559669 | — | CONSULTANT FOR RELATED PL | $62K | — |
| MSPC | 22-2951202 | — | CONSULTANT FOR RELATED PL | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | AUDITOR FOR RELATED PLAN | $82K | — |
| HOWARD, MOORE & MCDUFFIE | 58-1484212 | — | PAYROLL AUDITOR F | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPEAR WILDERMAN, P.C. | 23-2749511 | — | ATTORNEY FOR RELATED PLAN | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M.S. ADMINISTRATORS | 13-4001125 | — | ADMIN FOR RELATED PLAN | $1.1M | — |
| INVESCO | 46-3793325 | — | NONE | $153K | — |
| JP MORGAN CHASE ASSET MGMNT | 13-4994650 | — | NONE | $135K | — |
| MACKAY SHIELDS, LLC | 13-5582869 | — | NONE | $82K | — |
| PENSION BENEFIT INFORMATION LLC | 82-4722389 | — | SVCES FOR RELATED PLAN | $33K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $24K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $14K | — |
