Local 22 Health Fund's EIN is 13-1805529.
Download the official 2024 Form 5500 (PDF) for Local 22 Health Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local 22 Health Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWRENCE S. FISCHER, CPA | — | GLEN COVE, NY | NONE | $7K | — |
| Name |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| EASTERN STATES BOARD | 46-2849057 | — | NONE | $448K | — |
| DICKINSON GROUP | 20-1241472 | — | NONE | $417K | — |
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $302K | — |
| JOE GIOVINCO | 13-1805529 | — | EMPLOYEE | $140K | — |
| MONICA ZAZA | 13-1805529 | — | EMPLOYEE | $50K | — |
| ATALANTA SOSNOFF CAPITAL LLC | 13-3098640 | — | NONE | $48K | — |
| ANTHONY MIRANTI | 13-1805529 | — | EMPLOYEE | $46K | — |
| D.D. SERVICES INC. | 11-2705347 | — | NONE | $42K | — |
| BARNES, IACCARINO & SHEPHERD LLP | 26-3858697 | — | NONE | $40K | — |
| NICOLE JEAN-CHARLES | 13-1805529 | — | EMPLOYEE | $32K | — |
| BRYAN C. MCCARTHY | — | BREWSTER, NY | NONE | $20K | — |
| BANK OF AMERICA NA | 94-1687665 | — | NONE | $10K | — |
| QUAN-VEST CONSULTANTS, INC. | 11-2559669 | — | NONE | $10K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Fixed Rate Fund | Bonds / Notes | — | $2.6M | $2.5M | 9.4% | |
| Alger Capital Appreciation Institutional Fund | Other securities | — | $1.6M | $1.8M | 6.7% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | $1.0M | $1.2M | 4.4% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | $1.1M | $1.1M | 4.3% | |
| Lending Club Business Interest Checking MMA Demand Var | Other securities | — | $860K | $860K | 3.2% | |
| United States Treasury Note 11/15/32 | U.S. Treasuries | — | $823K | $790K | 3.0% | |
| Lending Club Business Money Market MMA Demand Var | Cash / Money Market | — | $778K | $778K | 2.9% | |
| United States Treasury Bond 11/15/42 | U.S. Treasuries | — | $515K | $472K | 1.8% | |
| Microsoft Corporation Stock | Common Stocks | — | $189K | $268K | 1.0% | |
| Apple Inc. Stock | Common Stocks | — | $148K | $240K | 0.9% | |
| Amazon.com Inc. Stock | Common Stocks | — | $155K | $238K | 0.9% | |
| Federal Home Loan Bank Bond 12/27/35 | Other securities | — | $235K | $235K | 0.9% | |
| NVIDA Corporation Stock | Common Stocks | — | $36K | $224K | 0.8% | |
| Truist Financial Corp Bond 10/28/33 Var | Common Stocks | — | $214K | $219K | 0.8% | |
| Alphabet Inc Class A Stock | Common Stocks | — | $139K | $217K | 0.8% | |
| Duke Energy Carolinas Bond 06/01/37 | Other securities | — | $294K | $217K | 0.8% | |
| United States Treasury Note 11/30/28 | U.S. Treasuries | — | $202K | $200K | 0.8% | |
| Allstate Corp Bond 08/15/53 Var | Common Stocks | — | $212K | $200K | 0.8% | |
| United Technologies Corp Bond 11/16/28 | Common Stocks | — | $241K | $200K | 0.8% | |
| Federal Home Loan Mortgage Corporation MBS 01/01/54 | Agency / Mortgage-Backed | — | $192K | $193K | 0.7% | |
| Federal Home Loan Bank Bond 05/23/34 | Other securities | — | $190K | $190K | 0.7% | |
| United States Treasury Note 05/15/32 | U.S. Treasuries | — | $207K | $184K | 0.7% | |
| Federal Farm Credit Bank Bond 11/16/35 | Other securities | — | $250K | $184K | 0.7% | |
| Bank of America Corp Bond 02/07/30 Var | Common Stocks | — | $222K | $182K | 0.7% | |
| United Parcel Service Bond 04/01/40 | Other securities | — | $189K | $180K | 0.7% | |
| Federal Farm Credit Bank Bond 06/01/39 | Other securities | — | $180K | $180K | 0.7% | |
| Bank of America Money Market Savings Account MMA Demand Var % | Cash / Money Market | — | $177K | $177K | 0.7% | |
| Goldman Sachs Group Inc. Bond 07/23/35 Var | Common Stocks | — | $180K | $177K | 0.7% | |
| Federal Farm Credit Bank Bond 08/14/34 | Other securities | — | $175K | $174K | 0.7% | |
| Federal Farm Credit Bank Bond 10/28/44 | Other securities | — | $170K | $170K | 0.6% | |
| Union Electric Company Bond 03/15/25 | Common Stocks | — | $175K | $168K | 0.6% | |
| National Rural Utilities Cooperative Finance Corp Bond 04/30/43 Flt | Common Stocks | — | $173K | $166K | 0.6% | |
| Federal National Mortgage Association MBS 01/01/53 6.000 % | Bonds / Notes | — | $165K | $166K | 0.6% | |
| Lowe's Companies Inc Bond 09/15/44 | Common Stocks | — | $186K | $163K | 0.6% | |
| Simon Property Group LP Bond 03/08/53 | Common Stocks | — | $154K | $156K | 0.6% | |
| Morgan Stanley Bond 01/24/29 Var | Other securities | — | $148K | $154K | 0.6% | |
| Raytheon Tech Corp Bond 02/27/33 | Common Stocks | — | $155K | $154K | 0.6% | |
| Federal Home Loan Bank Bond 12/06/40 | Other securities | — | $150K | $150K | 0.6% | |
| Oglethorpe Power Corporation Bond 12/01/42 | Common Stocks | — | $197K | $145K | 0.5% | |
| UnitedHealth Group Inc. Bond 05/15/31 | Common Stocks | — | $170K | $145K | 0.5% | |
| Nationwide Mutual Insurance Company Bond 04/01/33 | Common Stocks | — | $184K | $144K | 0.5% | |
| Broadcom Inc. Stock | Common Stocks | — | $48K | $143K | 0.5% | |
| Meta Platforms Inc. Stock | Common Stocks | — | $65K | $135K | 0.5% | |
| Union Pacific Corp Bond 02/01/44 | Common Stocks | — | $144K | $135K | 0.5% | |
| JPMorgan Chase & Co Stock | Common Stocks | — | $74K | $132K | 0.5% | |
| United States Treasury Note 05/31/25 | U.S. Treasuries | — | $130K | $130K | 0.5% | |
| Duke Energy Carolinas Bond 02/01/30 | Other securities | — | $145K | $129K | 0.5% | |
| Avnet Inc. Bond 05/15/31 | Common Stocks | — | $150K | $128K | 0.5% | |
| Five Corners Funding Trust IV Bond 02/15/53 | Other securities | — | $125K | $126K | 0.5% | |
| Kinder Morgan Energy Partners Bond 03/15/35 | Other securities | — | $164K | $126K | 0.5% |
