Board of Trustees United Industrial Work's EIN is 11-6106805.
Download the official 2024 Form 5500 (PDF) for Board of Trustees United Industrial Work 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | — | $592K | — |
| SEAFARERS VACATION FUND | 13-5602047 | — | — | $157K | — |
| BASIL CASTROVINCI ASSOCIATES INC | 13-2831500 | — | — | $57K | — |
| UNITED INDUSTRIAL WORKERS OF N.A. |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-1956585 |
| — |
| EMPLOYER ORGANIZATION |
| $49K |
| — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | — | $42K | — |
| COMERICA BANK | 42-1741646 | — | — | $10K | — |
| SEAFARERS INTERNATIONAL UNION AGLIW | 11-1690171 | — | — | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Select Sector Spdr Technology ETF N/A | Other securities | — | $3.2M | $5.5M | 3.8% | |
| Apple Inc Common stock N/A | Common Stocks | — | $1.5M | $4.9M | 3.4% | |
| Nvidia Corp Common stock N/A | Common Stocks | — | $733K | $4.3M | 3.0% | |
| Microsoft Corp Common stock N/A | Common Stocks | — | $924K | $4.0M | 2.8% | |
| Amazon Com Inc Common stock N/A | Common Stocks | — | $536K | $3.2M | 2.2% | |
| Select Sector Spdr Consumer ETF N/A | Other securities | — | $1.6M | $2.0M | 1.4% | |
| Goldman Sachs Financial Square- Principal Money market N/A | Cash / Money Market | — | $2.0M | $2.0M | 1.4% | |
| Select Sector Spdr Industrial ETF N/A | Other securities | — | $1.2M | $2.0M | 1.4% | |
| Facebook Inc Common stock N/A | Common Stocks | — | $346K | $2.0M | 1.4% | |
| Select Sector Spdr Financial ETF N/A | Other securities | — | $1.2M | $1.9M | 1.3% | |
| Select Sector Spdr Utilities ETF N/A | Other securities | — | $1.3M | $1.7M | 1.2% | |
| Alphabet Inc Cl A Common stock N/A | Common Stocks | — | $356K | $1.7M | 1.2% | |
| Tesla Mtrs Inc Common stock N/A | Common Stocks | — | $1.0M | $1.7M | 1.2% | |
| United States Treas Note N/A 08/15/2033 | U.S. Treasuries | — | $1.6M | $1.6M | 1.1% | |
| Alphabet Inc Cl C Common stock N/A | Common Stocks | — | $218K | $1.4M | 1.0% | |
| United States Treas Bds Bond N/A 08/15/2027 | U.S. Treasuries | — | $1.5M | $1.4M | 1.0% | |
| United States Treas Note N/A 05/31/2029 | U.S. Treasuries | — | $1.4M | $1.3M | 0.9% | |
| Broadcom Inc Common stock N/A | Common Stocks | — | $220K | $1.3M | 0.9% | |
| United States Treas Bds Bond N/A 05/15/2032 | U.S. Treasuries | — | $1.3M | $1.2M | 0.9% | |
| United States Treas Note N/A 11/30/2029 | U.S. Treasuries | — | $1.2M | $1.1M | 0.8% | |
| Select Sector Spdr Real Estate ETF N/A | Other securities | — | $991K | $1.1M | 0.8% | |
| United States Treas Note N/A 02/15/2032 | U.S. Treasuries | — | $1.2M | $1.1M | 0.8% | |
| Berkshire Hathaway Inc Cl B Common stock N/A | Common Stocks | — | $396K | $1.0M | 0.7% | |
| United States Treas Bds Bond N/A 07/31/2026 | U.S. Treasuries | — | $1.1M | $1.0M | 0.7% | |
| United States Treas Note N/A 12/15/2025 | U.S. Treasuries | — | $999K | $998K | 0.7% | |
| United States Treas Note N/A 02/15/2025 | U.S. Treasuries | — | $991K | $997K | 0.7% | |
| United States Treas Note N/A 04/15/2026 | U.S. Treasuries | — | $1.0M | $994K | 0.7% | |
| Lilly Eli & Co Common stock N/A | Common Stocks | — | $87K | $946K | 0.7% | |
| United States Treas Bds Bond N/A 02/15/2030 | U.S. Treasuries | — | $957K | $933K | 0.6% | |
| Select Sector Spdr Materials ETF N/A | Other securities | — | $685K | $910K | 0.6% | |
| Jpmorgan Chase & Co Common stock N/A | Common Stocks | — | $256K | $895K | 0.6% | |
| United States Treas Note N/A 12/31/2027 | U.S. Treasuries | — | $879K | $865K | 0.6% | |
| United States Treas Note N/A 01/31/2025 | U.S. Treasuries | — | $857K | $860K | 0.6% | |
| United States Treas Bds Bond N/A 05/15/2029 | U.S. Treasuries | — | $899K | $807K | 0.6% | |
| United States Treas Note N/A 02/28/2025 | U.S. Treasuries | — | $803K | $805K | 0.6% | |
| Ishares Dj Us Medical Device ETF N/A | Other securities | — | $362K | $781K | 0.5% | |
| United States Treas Bds Bond N/A 06/30/2026 | U.S. Treasuries | — | $799K | $773K | 0.5% | |
| United States Treas Bds Bond N/A 11/15/2026 | U.S. Treasuries | — | $826K | $768K | 0.5% | |
| United States Treas Bds Bond N/A 05/15/2027 | U.S. Treasuries | — | $824K | $766K | 0.5% | |
| United States Treas Note N/A 05/15/2031 | U.S. Treasuries | — | $808K | $763K | 0.5% | |
| Visa Inc Cl A Common stock N/A | Common Stocks | — | $92K | $716K | 0.5% | |
| Unitedhealth Group Inc Common stock N/A | Common Stocks | — | $53K | $711K | 0.5% | |
| Exxon Mobil Corporation Common stock N/A | Common Stocks | — | $609K | $709K | 0.5% | |
| United States Treas Note N/A 08/15/2034 | U.S. Treasuries | — | $721K | $704K | 0.5% | |
| United States Treas Note N/A 11/15/2033 N/A | U.S. Treasuries | — | $724K | $702K | 0.5% | |
| United States Treas Note N/A 07/31/2027 | U.S. Treasuries | — | $689K | $674K | 0.5% | |
| Home Depot Inc Bond N/A 04/15/2027 | Common Stocks | — | $764K | $670K | 0.5% | |
| United States Treas Bds Bond N/A 05/15/2026 | U.S. Treasuries | — | $629K | $625K | 0.4% | |
| Home Depot Inc Common stock N/A | Common Stocks | — | $123K | $622K | 0.4% | |
| United States Treas Bds Bond N/A 10/31/2027 | U.S. Treasuries | — | $628K | $618K | 0.4% |
