Ronald Fedrizzi signed Special & Superior Officers Benevolent Association Welfare Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Special & Superior Officers Benevolent Association Welfare Fund's EIN is 11-2548572.
Download the official 2023 Form 5500 (PDF) for Special & Superior Officers Benevolent Association Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN ADVISORS LLC | 22-2428965 | JERICHO, NY | — | $43K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Special & Superior Officers Benevolent Association Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| TIAA, FSB | 59-3531592 | ST LOUIS, MO | INVESTMENT MANAGER | $60K | — |
| PEAK RETIREMENT GROUP LLC | 13-3859124 | LEVITTOWN, NY | CONSULTANT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOA INSURANCE, AN ALERA GROUP AGENC | 87-3508322 | MELVILLE, NY | INSURANCE BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIEL H COOK ASSOCIATES, INC. | 11-2424843 | NEW YORK, NY | THIRD PARTY ADMINISTRATOR | $181K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES R GRISI PC | 83-2921602 | WEST BABYLON, NY | ATTORNEY | $78K | — |
| TIMOTHY R. HOTT, ESQ. | 22-3724341 | FLORAL PARK, NY | ATTORNEY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | 36-2739571 | HARTFORD, CT | CLAIMS PROCESSOR | $98K | — |
| JENNIFER FARRUGIA | 11-2548572 | WEST BABYLON, NY | ADMINISTRATOR | $70K | — |
| RHINA MATA | 11-2548572 | WEST BABYLON, NY | ADMINISTRATOR | $59K | — |
| EMPIRX | 47-1226691 | MONTVALE, NJ | CLAIMS PROCESSOR | $45K | — |
| SELE-DENT INC. | 11-3310187 | MELVILLE, NY | CLAIMS PROCESSOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.4M | 19.8% | |
| Registered Investment 23,063 iShares MBS ETF Companies | Other securities | — | $2.3M | $2.2M | 18.0% | |
| Investment Shares Identity Description Cost Market Value Goldman Sachs Financial Square Treasury Solutions Money Market 833,243 Fund Funds | Cash / Money Market | — | $833K | $833K | 6.8% | |
| Registered iShares Russell Top 200 Investment 2,589 Growth ETF Companies | Other securities | — | $475K | $555K | 4.6% | |
| Registered Lord Abbett Short Duration Investment 103,728 Income Fund Companies | Mutual Funds | — | $400K | $404K | 3.3% | |
| Agency Securities | Other securities | — | $470K | $384K | 3.1% | |
| Agency Securities | Other securities | — | $391K | $371K | 3.0% | |
| Agency Securities | Other securities | — | $355K | $363K | 3.0% | |
| Agency Securities | Other securities | — | $373K | $361K | 3.0% | |
| Agency Securities | Other securities | — | $363K | $359K | 2.9% | |
| U.S. Government United States Treasury and 424,000 Note/Bond 3% 15 May 2045 Agency Securities | U.S. Treasuries | — | $369K | $346K | 2.8% | |
| Registered TIAA-CREF Large-Cap Investment * Growth Index Fund Companies | Common Collective Trusts | — | $169K | $298K | 2.4% | |
| Agency Securities | Other securities | — | $227K | $222K | 1.8% | |
| Investment Shares Identity Description Cost Market Value Registered FlexShares Quality Dividend Investment 2,951 Index Fund Companies | Common Collective Trusts | — | $170K | $208K | 1.7% | |
| Apple Inc 4.85% 10 May 2053 Corporate Bonds | Bonds / Notes | — | $182K | $186K | 1.5% | |
| Agency Securities | Other securities | — | $174K | $177K | 1.5% | |
| Tennessee Valley Authority 163,000 3.875% 15 Mar 2028 Corporate Bonds | Bonds / Notes | — | $162K | $163K | 1.3% | |
| Corporate Bonds | Corporate Bonds | — | $170K | $153K | 1.3% | |
| Registered John Hancock Disciplined Investment 5,927 Value Fund Companies | Other securities | — | $145K | $153K | 1.3% | |
| BP Capital Markets America 169,000 Inc 1.749% 10 Aug 2030 Corporate Bonds | Bonds / Notes | — | $165K | $146K | 1.2% | |
| Corporate Bonds | Corporate Bonds | — | $140K | $144K | 1.2% | |
| 13 Feb 2030 Corporate Bonds | Other securities | — | $139K | $142K | 1.2% | |
| Registered iShares Currency Hedged Investment * MSCI EAFE ETF Companies | Other securities | — | $133K | $140K | 1.1% | |
| Corporate Bonds | Corporate Bonds | — | $139K | $140K | 1.1% | |
| 07 Aug 2026 Corporate Bonds | Other securities | — | $131K | $133K | 1.1% | |
| Corporate Bonds | Corporate Bonds | — | $130K | $133K | 1.1% | |
| Jun 2029 Corporate Bonds | Other securities | — | $116K | $120K | 1.0% | |
| Bank of America Corp 118,000 Variable 4.948% 22 Jul 2028 Corporate Bonds | Bonds / Notes | — | $118K | $119K | 1.0% | |
| Investment Shares Identity Description Cost Market Value American Express Co 107,000 5.098% 16 Feb 2028 Corporate Bonds | Bonds / Notes | — | $107K | $108K | 0.9% | |
| Feb 2043 Corporate Bonds | Corporate Bonds | — | $129K | $106K | 0.9% | |
| Simon Property Group LP 113,000 2.65% 01 Feb 2032 | Bonds / Notes | — | $110K | $98K | 0.8% | |
| Registered iShares MSCI EAFE Value Investment 1,720 ETF Companies | Other securities | — | $71K | $98K | 0.8% | |
| Mar 2027 Corporate Bonds | Other securities | — | $86K | $87K | 0.7% | |
| Aug 2030 Corporate Bonds | Other securities | — | $83K | $75K | 0.6% | |
| Agency Securities | Other securities | — | $70K | $72K | 0.6% | |
| Mar 2045 Corporate Bonds | Other securities | — | $84K | $70K | 0.6% |
