Diana Nappi signed Teamsters Local 237 Welfare Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teamsters Local 237 Welfare Fund's EIN is 13-2575626.
Download the official 2024 Form 5500 (PDF) for Teamsters Local 237 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamsters Local 237 Welfare Fund'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 |
|---|---|---|---|---|---|
| STACEY BRAUN | 13-2889432 | — | NONE | $100K | — |
| STEPTOE LLP | — | NEW YORK, NY | NONE | $61K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | NEW YORK, NY | NONE | $44K | — |
| MESIROW | 36-3194849 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nvidia Corporation | Common Stocks | — | $397K | $2.3M | 4.3% | |
| Apple Inc | Common Stocks | — | $249K | $2.2M | 4.1% | |
| U.S. Treasury Notes Note 11/15/27 | U.S. Treasuries | — | $1.9M | $1.9M | 3.6% | |
| Microsoft Corp | Common Stocks | — | $341K | $1.9M | 3.6% | |
| U.S. Treasury Notes Note 11/30/26 | U.S. Treasuries | — | $1.8M | $1.8M | 3.3% | |
| Amazon.com Inc. | Common Stocks | — | $650K | $1.5M | 2.9% | |
| Alphabet Inc. | Common Stocks | — | $382K | $1.4M | 2.7% | |
| U.S. Treasury Notes Note 11/30/29 | U.S. Treasuries | — | $1.3M | $1.3M | 2.4% | |
| U.S. Treasury Notes Note 08/31/29 | U.S. Treasuries | — | $1.1M | $1.1M | 2.1% | |
| AppLovin Corporation | Common Stocks | — | $156K | $1.0M | 1.9% | |
| Meta Platforms Inc | Common Stocks | — | $418K | $995K | 1.9% | |
| U.S. Treasury Notes Note 11/15/34 | U.S. Treasuries | — | $856K | $842K | 1.6% | |
| U.S. Treasury Notes Note 11/30/31 | U.S. Treasuries | — | $850K | $832K | 1.6% | |
| JP Morgan 100% US Treasury Money Market MMA Demand Variable | U.S. Treasuries | — | $739K | $739K | 1.4% | |
| U.S. Treasury Notes Note 08/15/27 | U.S. Treasuries | — | $721K | $711K | 1.3% | |
| Broadcom Inc | Common Stocks | — | $150K | $649K | 1.2% | |
| Vertiv Holdings Co | Common Stocks | — | $83K | $636K | 1.2% | |
| JPMorgan Chase & Co | Common Stocks | — | $177K | $623K | 1.2% | |
| Eli Lilly & Co | Common Stocks | — | $155K | $548K | 1.0% | |
| Arista Networks Inc. | Common Stocks | — | $156K | $519K | 1.0% | |
| Quanta Services Inc | Common Stocks | — | $166K | $506K | 1.0% | |
| Howmet Aerospace Inc | Common Stocks | — | $160K | $503K | 0.9% | |
| Berkshire Hathaway Inc. | Common Stocks | — | $155K | $501K | 0.9% | |
| ServiceNow Inc | Common Stocks | — | $195K | $498K | 0.9% | |
| Exxon Mobil Corp | Common Stocks | — | $379K | $495K | 0.9% | |
| Bank of America Corp | Common Stocks | — | $268K | $453K | 0.9% | |
| Evercore Inc | Common Stocks | — | $296K | $444K | 0.8% | |
| Wells Fargo & Co | Common Stocks | — | $304K | $435K | 0.8% | |
| Mastercard Inc | Common Stocks | — | $83K | $434K | 0.8% | |
| WellTower Inc | Common Stocks | — | $327K | $416K | 0.8% | |
| American Express Co | Common Stocks | — | $240K | $416K | 0.8% | |
| The Trade Desk Inc | Common Stocks | — | $244K | $388K | 0.7% | |
| Costco Wholesale Corp | Common Stocks | — | $85K | $385K | 0.7% | |
| Entergy Corporation | Common Stocks | — | $258K | $379K | 0.7% | |
| BellRing Brands Inc. | Common Stocks | — | $283K | $362K | 0.7% | |
| Itron Inc | Common Stocks | — | $228K | $358K | 0.7% | |
| T-Mobile US Inc | Common Stocks | — | $172K | $353K | 0.7% | |
| Arch Capital Group Limited | Common Stocks | — | $244K | $351K | 0.7% | |
| TJX Companies Inc | Common Stocks | — | $272K | $350K | 0.7% | |
| Marriott International Inc | Common Stocks | — | $209K | $349K | 0.7% | |
| NASDAQ Inc | Common Stocks | — | $244K | $348K | 0.7% | |
| Palo Alto Networks Inc | Common Stocks | — | $198K | $346K | 0.7% | |
| Texas Roadhouse Inc | Common Stocks | — | $160K | $343K | 0.6% | |
| Targa Resources Corp | Common Stocks | — | $298K | $339K | 0.6% | |
| Travelers Companies Inc | Common Stocks | — | $255K | $337K | 0.6% | |
| Marvell Technology Inc | Common Stocks | — | $225K | $331K | 0.6% | |
| Leidos Holdings Inc | Common Stocks | — | $247K | $331K | 0.6% | |
| Boston Scientific Corp | Common Stocks | — | $260K | $330K | 0.6% | |
| Blackrock Inc | Common Stocks | — | $176K | $328K | 0.6% | |
| Post Holdings Inc | Common Stocks | — | $319K | $320K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $28K | — |
| NEPC LLC | — | BOSTON, MA | NONE | $25K | — |
| AMALGAMATED BANJ | 13-4920330 | — | NONE | $12K | — |
