Christine Costa signed Board of Trustees Local 60 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Local 60 Annuity Fund's EIN is 13-3344192.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Local 60 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Local 60 Annuity Fund's plan includes profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M&T BANK INST'L RETIREMENT SERVICES | 16-0538020 | BUFFALO, NY | INVESTMENT CUSTODIAN | $49K | — |
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.
| % of plan | |||
|---|---|---|---|
| INTERCONTINENTAL ENHANCED CORE GLOBAL TRUST COMPANY · EIN 35-7161136 / PN 001 | Common Collective Trust | $6.6M | 3.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON PARTNERS C/O MERRILL LYNCH | 98-0202744 | BOSTON, MA | INVESTMENT MANAGER | $158K | — |
| TOCQUEVILLE ASSET MANAGEMENT LP | 13-3547557 | NEW YORK, NY | INVESTMENT MANAGER | $114K | — |
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | NEW YORK, NY | INVESTMENT MANAGER | $99K | — |
| HUDSON EDGE INVESTMENT PARTNERS INC | 52-1296988 | JERSEY CITY, NJ | INVESTMENT MANAGER | $88K | — |
| GLOBAL TRUST COMPANY | 26-3761443 | WOBURN, MA | INVESTMENT MANAGER | $75K | — |
| MERRILL LYNCH | 13-5674085 | LATHAM, NY | INVESTMENT CONSULTANT | $58K | — |
| COHEN & STEERS C/O MERRILL LYNCH | 13-3353336 | NEW YORK, NY | INVESTMENT MANAGER | $23K | — |
| TPA CORPORATION | 13-3329882 | CARMEL, NY | COMPUTER CONSULTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTINE COSTA | 13-3344192 | HAWTHORNE, NY | PLAN ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $10K | — |
| CITRIN COOPERMAN ADVISORS LLC | 87-2525370 | MCLEAN, VA | ACCOUNTANT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES, IACCARINO & SHEPHERD LLP | 26-3858697 | HEMPSTEAD, NY | LEGAL | $65K | — |
