Steven Schlapp signed Local 147 Construction Workers ASB Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local 147 Construction Workers ASB Fund's EIN is 13-3161717.
Download the official 2024 Form 5500 (PDF) for Local 147 Construction Workers ASB Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local 147 Construction Workers ASB Fund's plan includes long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT LLC | 54-1947440 | RICHMOND, VA | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC, CPAS AND ADVISORS, P.C. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB CAP TR S&P 500IDX SEL | Mutual Funds | — | $392K | $528K | 4.1% | |
| BAIRD AGGREGATE BOND FUND -IS | Mutual Funds | — | $427K | $427K | 3.3% | |
| 05/10/26 ----------------- TOTAL FOR FOREIGN CORPORATE BO | Other securities | — | $157K | $157K | 1.2% | |
| DREYFUS TREASURY & AGENCY CASH MGMT | U.S. Treasuries | — | $151K | $151K | 1.2% | |
| (CONT.) VANGUARD I/T TRSRY INDX-ADM | Mutual Funds | — | $114K | $114K | 0.9% | |
| PROSHARES S&P 500 DIVIDEND A | Common Stocks | — | $79K | $79K | 0.6% | |
| 04/09/2027 GOLDMAN SACHS GROUP INC 3.75% 98.90 65 , 000.00 | Bonds / Notes | — | — | $64K | 0.5% | |
| ACE INA HOLDINGS 3.35% 05/03/2026 | Corporate Bonds | — | $59K | $59K | 0.5% | |
| 12/15/2028 ----------------- TOTAL FOR CORPORATE ABS | Structured Credit (CLO/ABS) | — | $55K | $55K | 0.4% | |
| JPMORGAN CHASE & CO VAR 01/29/2027 | Common Stocks | — | $50K | $50K | 0.4% | |
| BANK OF AMERICA CORP 3.5% 04/19/2026 98. 51 50 , 000.00 | Bonds / Notes | — | — | $49K | 0.4% | |
| U.S. TREASURY NOTES 1.125% 2/28/2025 | U.S. Treasuries | — | $45K | $45K | 0.3% | |
| WRKCO INC 4% 03/15/2028 | Bonds / Notes | — | $43K | $44K | 0.3% | |
| DREYFUS TREASURY & AGENCY CASH MGMT | U.S. Treasuries | — | $43K | $43K | 0.3% | |
| AMGEN INC 2.6% 08/19/2026 96.72 45 , 000.00 | Bonds / Notes | — | — | $43K | 0.3% | |
| 08/15/26 SYSCO CORP SR GLBL 5.75% 01/17/2029 | Bonds / Notes | — | $42K | $41K | 0.3% | |
| FOREIGN CORPORATE BONDS BHP BILLITON FINANCE 6.42% | Bonds / Notes | — | $41K | $41K | 0.3% | |
| SANTANDER DRIVE AUTO 5.91% | Bonds / Notes | — | $41K | $40K | 0.3% | |
| SABRA HLTH CARE LP/SABRA 5.125% | Bonds / Notes | — | $40K | $40K | 0.3% | |
| 03/01/2026 CANADIAN NATL RESOURCES 3.85% | Bonds / Notes | — | $39K | $39K | 0.3% | |
| 08/17/25 CARLISLE COS INC 3.75% 12/1/2027 97.35 40 , 000.00 | Bonds / Notes | — | — | $39K | 0.3% | |
| ANTHEM INC 3.65% 12/01/2027 | Bonds / Notes | — | $39K | $39K | 0.3% | |
| 06/15/28 FISERV INC 2.25% 06/01/27 | Bonds / Notes | — | $38K | $38K | 0.3% | |
| WELLS FARGO & COMPANY VAR 06/02/2028 | Common Stocks | — | $38K | $38K | 0.3% | |
| GENERAL MTRS FINL CO 5.00% | Bonds / Notes | — | $35K | $35K | 0.3% | |
| PUBLIC SERVICE ELECTRIC 3% | Other securities | — | $34K | $35K | 0.3% | |
| CVS HEALTH CORP 4.3% 3/25/2028 | Bonds / Notes | — | $34K | $34K | 0.3% | |
| SHELL INTERNATIONAL FIN 2.875% | Bonds / Notes | — | $34K | $34K | 0.3% | |
| 9/15/28 NUCOR CORP 3.95% 05/01/2028 | Bonds / Notes | — | $34K | $34K | 0.3% | |
| VENTAS REALTY LP 3.85% 04/01/2027 | Bonds / Notes | — | $29K | $29K | 0.2% | |
| APPLE INC 2.45% 08/04/2026 | Bonds / Notes | — | $30K | $29K | 0.2% | |
| 12/12/2026 MARVELL TECHNOLOGY 1.65% 04/15/2026 95.95 30 , 000.00 | Bonds / Notes | — | — | $28K | 0.2% | |
| 02/25/2026 INTEL CORP SR NT 4.875% 02/10/2028 99.49 25 , 000.00 | Bonds / Notes | — | — | $25K | 0.2% | |
| FLOATING RATE CORPORATE BONDS DELL INTL LLC VAR 10/01/2026 | Bonds / Notes | — | $26K | $25K | 0.2% | |
| ANALOG DEVICES INC 3.5% 12/05/26 98.16 25 , 000.00 | Bonds / Notes | — | — | $24K | 0.2% | |
| CITIGROUP INC 3.7% 01/12/2026 99.00 25 , 000.00 | Bonds / Notes | — | — | $24K | 0.2% | |
| RYDER SYS INC 2.85% 03/01/2027 | Bonds / Notes | — | $25K | $24K | 0.2% | |
| EQUINOR ASA 3.125% 04/06/30 | Bonds / Notes | — | $23K | $23K | 0.2% | |
| (CONT.) MIDAMERICAN ENERGY HLDGS 8.48% | Corporate Bonds | — | $22K | $22K | 0.2% | |
| 07/15/25 ENERGY TRANSFER OPERATING 4.95% | Bonds / Notes | — | $20K | $20K | 0.2% | |
| KINDER MORGAN INC/DELAWA 4 . 3% 99. 77 20 , 000 . 00 | Common Stocks | — | — | $20K | 0.2% | |
| METLIFE INC 3% 03/01/2025 99.71 20 , 000.00 | Bonds / Notes | — | — | $20K | 0.2% | |
| 06/01/2027 ENBRIDGE INC 3.7% 07/15/2027 | Bonds / Notes | — | $20K | $20K | 0.2% | |
| SHORT TERM INVESTMENT FUNDS DREYFUS GOVERNMENT CASH MANAGEMENT | Mutual Funds | — | $18K | $18K | 0.1% | |
| CORPORATE ABS SANTANDER DR AT REC 3.76% 07/16/2029 | Structured Credit (CLO/ABS) | — | $15K | $15K | 0.1% | |
| 06/01/2025 LINCOLN NATIONAL CORP 3.625% | Bonds / Notes | — | $15K | $15K | 0.1% | |
| U.S. TREASURY NOTES U.S. TREASURY NOTE 1.875% 02/28/2029 | U.S. Treasuries | — | $9K | $9K | <0.1% | |
| U.S. TREASURY NOTES 2.25% 11/15/2027 | U.S. Treasuries | — | $8K | $8K | <0.1% | |
| U.S. TREASURY NOTES 3.125% | U.S. Treasuries | — | $4K | $4K | <0.1% | |
| AMERICAN EXPRESS 4.2% 11/06/2025 99. 77 60,000.00 59,283.00 63,047.90 59,859.60 576.60 | Bonds / Notes | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2951202 |
| NEW YORK, NY |
| UNION AUDITORS |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING AND RUSSO, LLC | 06-1478265 | BRONXVILLE, NY | UNION ATTORNEY | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES | 13-2831500 | HOPATCONG, NJ | NONE | $86K | — |
| GOULD, KOBRICK & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | NONE | $19K | — |
| AMALGAMATED BANK | 13-1566077 | NEW YORK, NY | NONE | $13K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | LOMBARD, IL | NONE | $6K | — |
