Peter Vaupel signed Board of Trustees Local 475 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Local 475 Pension Plan's EIN is 13-2571151.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Local 475 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Local 475 Pension Plan's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERES PARTNERS LLC | 26-4771307 | SOUTH BEND, IN | INVESTMENT CUSTODIAN-MGR | $168K | — |
| RREEF AMERICA REIT II, INC. | 58-2364506 | CHICAGO, IL | INVESTMENT CUSTODIAN | $52K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILMINGTON TRUST |
| 16-0538020 |
| BUFFALO, NY |
| INVESTMENT CUSTODIAN |
| $28K |
| — |
| UBS FARMLAND INVESTORS LLC | — | HARTFORD, CT | INVESTMENT CUSTODIAN-MGR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARRET ASSET MANAGEMENT | 55-0863498 | NEW YORK, NY | INVESTMENT MANAGER | $92K | — |
| DAHAB ASSOCIATES, INC. | 11-2783874 | BAY SHORE, NY | INVESTMENT ADVISORY | $51K | — |
| JOHNSON INSTITUTIONAL MANAGEMENT | 31-1801770 | CINCINNATI, OH | INVESTMENT MANAGER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES, INC | 13-2831500 | HOPATCONG, NJ | ACTUARY | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES, IACCARINO & SHEPHERD LLP | 26-3858697 | HEMPTEAD, NY | LEGAL SERVICES | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PETER VAUPEL | 13-2571151 | PELHAM, NY | FUND ADMINISTRATOR | $71K | — |
| LYNDA SCHULOK | 13-2571151 | PELHAM, NY | EMPLOYEE | $36K | — |
| DONNA COLANTUONO | 13-2571151 | PELHAM, NY | EMPLOYEE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | — | $3.0M | $13.7M | 15.5% | |
| FIDELITY GLOBAL EX US INDEX | Mutual Funds | — | $8.7M | $9.5M | 10.8% | |
| PIMCO TOTAL RETURN FUND | Mutual Funds | — | $10.9M | $9.0M | 10.2% | |
| CERES FARMS | Other securities | — | $3.2M | $5.9M | 6.7% | |
| RREEF AMERICA REIT II | Common Stocks | — | $5.2M | $5.4M | 6.1% | |
| VANGUARD GROWTH INDEX FUND | Common Collective Trusts | — | $4.0M | $4.5M | 5.1% | |
| VANGUARD VALUE INDEX FUND | Common Collective Trusts | — | $4.3M | $4.2M | 4.8% | |
| FIDELITY SMALL CAP INDEX FUND | Common Collective Trusts | — | $2.7M | $3.7M | 4.1% | |
| APPLE INC | Common Stocks | — | $173K | $1.9M | 2.1% | |
| ALPHABET INC CL A | Common Stocks | — | $286K | $1.9M | 2.1% | |
| META PLATFORMS, INC-A | Common Stocks | — | $564K | $1.8M | 2.0% | |
| VANGUARD SMALL-CAP INDEX FUND | Common Collective Trusts | — | $1.1M | $1.7M | 1.9% | |
| MICROSOFT CORP | Common Stocks | — | $224K | $1.6M | 1.8% | |
| ORACLE CORPORATION COM | Common Stocks | — | $596K | $1.4M | 1.6% | |
| AGRIVEST FARMLAND FUND | Other securities | — | $1.2M | $1.4M | 1.6% | |
| AMAZON.COM INC | Common Stocks | — | $660K | $1.3M | 1.5% | |
| BERKSHIRE HATHAWAY INC | Common Stocks | — | $668K | $997K | 1.1% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $288K | $767K | 0.9% | |
| GOLDMAN SACHS GROUP INC COM | Common Stocks | — | $288K | $744K | 0.8% | |
| BLACKSTONE INC | Common Stocks | — | $405K | $690K | 0.8% | |
| CONOCOPHILLIPS | Other securities | — | $501K | $645K | 0.7% | |
| PARKER HANNIFIN CORP | Common Stocks | — | $190K | $636K | 0.7% | |
| NVIDIA CORP COM | Common Stocks | — | $589K | $604K | 0.7% | |
| PROGRESSIVE CORP COM | Common Stocks | — | $392K | $599K | 0.7% | |
| CHEVRON CORP | Common Stocks | — | $182K | $579K | 0.7% | |
| UNITED STATES TREASURY BONDS | U.S. Treasuries | — | $500K | $474K | 0.5% | |
| PEPSICO INC COM | Common Stocks | — | $188K | $456K | 0.5% | |
| UNITED STATES TREASURY BONDS | U.S. Treasuries | — | $472K | $445K | 0.5% | |
| WILMINGTON US TREASURY MONEY MARKET FUND CLASS ADMINISTRATIVE | U.S. Treasuries | — | $419K | $419K | 0.5% | |
| UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $424K | $404K | 0.5% | |
| UNITED STATES TREASURY BONDS | U.S. Treasuries | — | $472K | $399K | 0.5% | |
| CHURCH & DWIGHT CO INC | Common Stocks | — | $47K | $366K | 0.4% | |
| FEDL NATL MTGE ASSN POOL #FS9718 | Agency / Mortgage-Backed | — | $345K | $339K | 0.4% | |
| UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $330K | $327K | 0.4% | |
| AUTOZONE INC COM | Common Stocks | — | $119K | $320K | 0.4% | |
| FEDERAL NATIONAL MORTGAGE ASSN | Other securities | — | $267K | $268K | 0.3% | |
| THE HERSHEY COMPANY | Common Stocks | — | $297K | $254K | 0.3% | |
| GOVT NATL MTGE ASSN II POOL #MA7852 | Agency / Mortgage-Backed | — | $241K | $252K | 0.3% | |
| UNITED STATES TREASURY BONDS | U.S. Treasuries | — | $252K | $248K | 0.3% | |
| WELLS FARGO & COMPANY | Common Stocks | — | $213K | $218K | 0.2% | |
| FEDL NATL MTGE ASSN POOL #AN8842 | Agency / Mortgage-Backed | — | $220K | $216K | 0.2% | |
| US BANCORP | Common Stocks | — | $250K | $206K | 0.2% | |
| FEDL NATL MTGE ASSN POOL #BE5067 | Agency / Mortgage-Backed | — | $203K | $204K | 0.2% | |
| KEYCORP | Other securities | — | $200K | $194K | 0.2% | |
| VERIZON COMMUNICATIONS | Other securities | — | $234K | $192K | 0.2% | |
| FEDL NATL MTGE ASSN POOL #FS3678 | Agency / Mortgage-Backed | — | $195K | $185K | 0.2% | |
| FED HOME LOAN MTGE CORP POOL #SD7556 | Agency / Mortgage-Backed | — | $179K | $179K | 0.2% | |
| CISCO SYSTEMS INC | Common Stocks | — | $175K | $174K | 0.2% | |
| PROLOGIS LP | Other securities | — | $175K | $172K | 0.2% | |
| TRUIST FINANCIAL CORP | Common Stocks | — | $168K | $172K | 0.2% |
