Trustees of Local 754 Welfare Fund's EIN is 13-1895923.
Download the official 2023 Form 5500 (PDF) for Trustees of Local 754 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees of Local 754 Welfare 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 |
|---|---|---|---|---|---|
| MERITAIN HEALTH | 16-1264154 | — | NONE | $129K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | 23-2182079 | — | NONE | $58K | — |
| VINCENZA QUINLAN | 13-1895923 | — | EMPLOYEE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Boyd Watterson GSA Fund, LP | Other securities | — | $2.1M | $2.1M | 10.5% | |
| M&T Bank - Welfare Fund Training Money Market | Cash / Money Market | — | $700K | $700K | 3.5% | |
| Wilmington US Govt Money Mkt Cl Inst 310,091 | Cash / Money Market | — | $310K | $310K | 1.6% | |
| Inst for Savings in Newburyport, MA #90250 233,000 5.450% 08/20/24 | Bonds / Notes | — | $233K | $233K | 1.2% | |
| Wells Fargo Bank National Association #3511 211,000 4.900% 02/12/25 | Bonds / Notes | — | $211K | $210K | 1.1% | |
| U.S. Treasury Notes 205,000 2.750% 02/15/28 | U.S. Treasuries | — | $220K | $193K | 1.0% | |
| U.S. Treasury Notes 200,000 1.250% 08/15/31 | U.S. Treasuries | — | $182K | $162K | 0.8% | |
| Teva Pharmaceuticals 167,000 3.150% 10/01/26 | Bonds / Notes | — | $150K | $157K | 0.8% | |
| Navient Corp 155,000 5.875% 10/25/24 | Bonds / Notes | — | $162K | $155K | 0.8% | |
| U.S. Treasury Notes 160,000 3.375% 05/15/33 | U.S. Treasuries | — | $155K | $148K | 0.7% | |
| DPL Inc 151,000 4.125% 07/01/25 | Bonds / Notes | — | $149K | $148K | 0.7% | |
| U.S. Treasury Notes 165,000 2.750% 08/15/32 | U.S. Treasuries | — | $149K | $147K | 0.7% | |
| U.S. Treasury Notes 160,000 2.375% 05/15/29 | U.S. Treasuries | — | $163K | $146K | 0.7% | |
| Mercer Intl Inc 150,000 5.500% 01/15/26 | Bonds / Notes | — | $143K | $146K | 0.7% | |
| United Cont Hldg 146,000 4.875% 01/15/25 | Bonds / Notes | — | $146K | $145K | 0.7% | |
| Springleaf Finance 137,000 7.125% 03/15/26 | Bonds / Notes | — | $135K | $139K | 0.7% | |
| U.S. Treasury Notes 140,000 4.125% 11/15/32 | U.S. Treasuries | — | $143K | $138K | 0.7% | |
| Georgia Part/ GLP Fin 135,000 7.000% 08/01/27 | Bonds / Notes | — | $131K | $136K | 0.7% | |
| Icahn Enterprises LP 142,000 5.250% 05/15/27 | Bonds / Notes | — | $125K | $133K | 0.7% | |
| Mariott Ownership 140,000 4.750% 01/15/28 | Bonds / Notes | — | $129K | $132K | 0.7% | |
| Newell Brands Inc 133,000 5.700% 04/01/26 | Bonds / Notes | — | $126K | $131K | 0.7% | |
| Axos Bank #35546 131,000 5.000% 11/29/24 | Bonds / Notes | — | $131K | $131K | 0.7% | |
| Bank of America National Association #3510 131,000 4.900% 02/14/25 | Bonds / Notes | — | $131K | $131K | 0.7% | |
| Griffon Corporation 135,000 5.750% 03/01/28 | Bonds / Notes | — | $131K | $130K | 0.7% | |
| RHP Hotel Ppty 135,000 4.750% 10/15/27 | Bonds / Notes | — | $122K | $130K | 0.7% | |
| American Axle & Mfg 129,000 6.500% 04/01/27 | Bonds / Notes | — | $125K | $129K | 0.6% | |
| AE Com 131,000 5.125% 03/15/27 | Bonds / Notes | — | $126K | $129K | 0.6% | |
| Beazer Homes USA 130,000 5.875% 10/15/27 | Bonds / Notes | — | $129K | $128K | 0.6% | |
| Tri Pointe Holding Group Inc. 131,000 5.250% 06/01/27 | Bonds / Notes | — | $128K | $128K | 0.6% | |
| U.S. Treasury Notes 135,000 2.000% 11/15/26 | U.S. Treasuries | — | $135K | $127K | 0.6% | |
| U.S. Treasury Notes 155,000 1.125% 02/15/31 | U.S. Treasuries | — | $146K | $127K | 0.6% | |
| SBA Communication 130,000 3.875% 02/15/27 | Bonds / Notes | — | $118K | $124K | 0.6% | |
| Six Flags Entertainment 125,000 5.375% 04/15/27 | Bonds / Notes | — | $120K | $124K | 0.6% | |
| Suburban Propane 123,000 5.875% 03/01/27 | Bonds / Notes | — | $120K | $122K | 0.6% | |
| Spirit Aerosystems 125,000 3.850% 06/15/26 | Bonds / Notes | — | $111K | $120K | 0.6% | |
| USA Part/ USA Fin 120,000 6.875% 09/01/27 | Bonds / Notes | — | $120K | $120K | 0.6% | |
| GLP Cap/ Fin II 120,000 5.375% 04/15/26 | Bonds / Notes | — | $114K | $119K | 0.6% | |
| L Brands Inc 116,000 6.694% 01/15/27 | Bonds / Notes | — | $117K | $118K | 0.6% | |
| Tenet Healthcare 116,000 6.250% 02/01/27 | Bonds / Notes | — | $113K | $116K | 0.6% | |
| U.S. Treasury Notes 115,000 4.375% 11/30/30 | U.S. Treasuries | — | $117K | $115K | 0.6% | |
| FNMA 140,000 0.875% 08/05/30 | Agency / Mortgage-Backed | — | $108K | $113K | 0.6% | |
| Wyndham Worldwide 112,000 6.600% 10/01/25 | Bonds / Notes | — | $120K | $113K | 0.6% | |
| Southwestern Energy 112,000 5.700% 01/23/25 | Bonds / Notes | — | $118K | $112K | 0.6% | |
| Starwood Ppty Trust 113,000 4.750% 03/15/25 | Bonds / Notes | — | $116K | $112K | 0.6% | |
| HealthSouth Corp 110,000 5.750% 09/15/25 | Bonds / Notes | — | $110K | $110K | 0.6% | |
| Crestwood Mid Prtnr 108,000 5.750% 04/01/25 | Bonds / Notes | — | $110K | $108K | 0.5% | |
| Goodyear Tire 106,000 9.500% 05/31/25 | Bonds / Notes | — | $113K | $106K | 0.5% | |
| Aon Corp 100,000 8.205% 01/01/27 | Bonds / Notes | — | $101K | $106K | 0.5% | |
| Nustar Logistics LP 105,000 5.750% 10/01/25 | Bonds / Notes | — | $107K | $104K | 0.5% | |
| Methanex Corp 105,000 4.250% 12/01/24 | Bonds / Notes | — | $108K | $104K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $45K |
| — |
| MSPC | 22-2951202 | — | NONE | $31K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $29K | — |
| SHERRY MARAGLIANO | 13-1895923 | — | EMPLOYEE | $29K | — |
| HOLM & O'HARA | 13-3591118 | — | NONE | $25K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $22K | — |
| SEGALL BRYANT & HAMMILL | 41-1788385 | — | NONE | $14K | — |
| M&T BANK | 16-0538020 | — | NONE | $12K | — |
| EXPRESS SCRIPTS | 22-3461740 | — | NONE | $10K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $9K | — |
| EVICORE HEALTHCARE MSI, LLC | 62-1615395 | — | NONE | $5K | — |
